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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
6026
JCP
JB Capital Partners
New York
$590K -$23.8K 1 0.11% Reduced
6027
EC
Elequin Capital
New York
$586K +$150K 16 0.07% Increased
6028
CM
Crystalline Management
Canada
$579K +$523K 1 0.52% Increased
6029
PCM
Peirce Capital Management
Texas
$576K -$130K 2 0.29% Reduced
6030
CAS
CTC Alternative Strategies
Illinois
$568K -$4.94M 2 0.71% Reduced
6031
TC
Touchstone Capital
Pennsylvania
$564K $0 2 0.86% Maintained
6032
MCAI
Members Capital Advisors Inc
Wisconsin
$563K $0 2 0.65% Maintained
6033
RC
Randolph Company
Ohio
$562K -$25.8M 1 0.07% Reduced
6034
FCM
Fairholme Capital Management
Florida
$559K $0 1 0.04% Maintained
6035
TWM
Tanglewood Wealth Management
Texas
$558K -$560K 1 0.06% Reduced
6036
CAM
Clarity Asset Management
Iowa
$549K +$9.58K 4 0.38% Increased
6037
WS
Wela Strategies
Georgia
$546K -$893 1 0.24% Reduced
6038
CSC
Cove Street Capital
California
$546K +$517K 3 0.43% Increased
6039
RCM
Richardson Capital Management
Wisconsin
$540K -$21.2K 2 0.38% Reduced
6040
LA
LPF Advisors
Florida
$533K -$15K 1 0.46% Reduced
6041
PM
Pembroke Management
Quebec, Canada
$532K $0 1 0.07% Maintained
6042
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture
Texas
$530K +$621K 1 0.95% New
6043
ACM
Andina Capital Management
Utah
$528K -$318K 1 0.4% Reduced
6044
MI
MMCAP International
Cayman Islands
$521K $0 1 0.07% Maintained
6045
CCM
Cobalt Capital Management
New Jersey
$521K -$73K 1 0.23% Reduced
6046
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$517K -$17.9K 1 0.02% Reduced
6047
AACA
American Assets Capital Advisers
California
$516K +$518K 1 0.16% New
6048
SG
StepStone Group
California
$514K $0 1 0.19% Maintained
6049
APW
Axim Planning & Wealth
Ohio
$513K +$73.4K 3 0.58% Increased
6050
MAG
Members Advisory Group
New York
$511K -$8.93K 2 0.26% Reduced