← All themes

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
6051
LWM
Luminvest Wealth Management
Arizona
$252K +$215K 1 0.17% New
6052
TFP
Triune Financial Partners
Kansas
$251K +$192K 2 0.09% Increased
6053
CM
Cornerstone Management
Georgia
$250K -$9.05K 1 0.06% Reduced
6054
SIMC
Squire Investment Management Company
Utah
$243K +$233K 1 0.2% New
6055
DCM
Disciplina Capital Management
Tennessee
$241K +$185 2 0.05% Increased
6056
BFA
Brown Financial Advisory
Alabama
$238K $0 1 0.19% Maintained
6057
HCM
Huber Capital Management
California
$236K $0 1 0.06% Maintained
6058
KP
Kitching Partners
Pennsylvania
$236K +$218K 1 0.47% New
6059
KAM
Kraft Asset Management
Tennessee
$232K -$24.4K 1 0.2% Reduced
6060
FOFP
Fee-Only Financial Planning
South Carolina
$231K $0 1 0.17% Maintained
6061
SWA
Safir Wealth Advisors
New Hampshire
$231K $0 1 0.21% Maintained
6062
TCM
Twele Capital Management
Minnesota
$231K $0 1 0.04% Maintained
6063
YCM
Yakira Capital Management
Connecticut
$231K $0 1 0.08% Maintained
6064
SF
Schaeffer Financial
Maryland
$229K +$219K 1 0.24% New
6065
WWS
Wellington Wealth Strategies
Indiana
$228K +$219K 1 0.19% New
6066
SIAS
Summit Investment Advisory Services
Minnesota
$227K +$218K 1 0.14% New
6067
SEM
Strategic Equity Management
Arizona
$222K -$1.76M 1 0.25% Reduced
6068
1CM
1492 Capital Management
Wisconsin
$220K $0 1 0.13% Maintained
6069
RJTCONH
Raymond James Trust Company of New Hampshire
New Hampshire
$219K -$99.2K 1 2.45% Reduced
6070
KCM
KM Capital Management
Texas
$217K +$208K 1 0.13% New
6071
EW
Evoke Wealth
California
$214K -$51.6M 2 0.35% Reduced
6072
BT
Brandywine Trust
Delaware
$213K +$196K 1 0.04% New
6073
Regents of the University of California
Regents of the University of California
California
$212K $0 1 0.03% Maintained
6074
SFS
Shaker Financial Services
Virginia
$212K +$203K 1 0.09% New
6075
CWM
Comprehensive Wealth Management
Washington
$208K +$199K 1 0.19% New