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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6001
WFS
Weitzel Financial Services
Iowa
$370K $0 1 0.2% Maintained
6002
LFGH
Lee Financial Group Hawaii
Hawaii
$361K $0 1 0.31% Maintained
6003
ORG
Optimist Retirement Group
Washington
$358K +$344K 1 0.23% New
6004
IA
IFS Advisors
Kansas
$358K +$6.5K 5 0.43% Increased
6005
HWA
Hillcrest Wealth Advisors
New Jersey
$358K $0 1 0.2% Maintained
6006
ARA
Alexander Randolph Advisory
Virginia
$357K +$343K 1 0.32% New
6007
ACM
Andina Capital Management
Utah
$357K +$343K 1 0.31% New
6008
ACM
Alethea Capital Management
Washington
$356K -$92.3K 1 0.41% Reduced
6009
CC
Cultivar Capital
Texas
$356K +$341K 1 0.31% New
6010
KAH
Kathryn A. Hall
$347K $0 1 0.1% Maintained
6011
CPW
Crestmont Private Wealth
Texas
$344K -$5.54K 1 0.18% Reduced
6012
APW
Atlantic Private Wealth
North Carolina
$339K -$127K 4 0.3% Reduced
6013
KM
Kabouter Management
Illinois
$337K $0 1 0.27% Maintained
6014
HM
Harvest Management
New York
$336K +$261K 1 0.31% New
6015
ASW
Astoria Strategic Wealth
Texas
$335K -$12.6K 1 0.11% Reduced
6016
RAM
Revere Asset Management
Texas
$334K +$6.46K 1 0.36% Increased
6017
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$332K +$297K 1 0.02% New
6018
MCM
MontVue Capital Management
Virginia
$328K +$315K 1 0.32% New
6019
DC
Dorval Corp
Minnesota
$327K +$314K 1 0.16% New
6020
ASG
Ariston Services Group
California
$325K +$313K 1 0.32% New
6021
WMRU
William Marsh Rice University
Texas
$325K $0 1 0.3% Maintained
6022
TWP
TFO Wealth Partners
Ohio
$324K -$483K 17 0.07% Reduced
6023
CWM
Core Wealth Management
Florida
$322K $0 1 0.15% Maintained
6024
BOCM
Bontempo Ohly Capital Management
Maryland
$319K +$14K 1 0.15% Increased
6025
SCM
SKBA Capital Management
California
$314K -$83.2K 1 0.05% Reduced