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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
6076
MFG
Marmo Financial Group
Tennessee
$207K +$198K 1 0.16% New
6077
SFG
SVB Financial Group
Texas
$203K -$661K 1 0.18% Reduced
6078
ORAM
One River Asset Management
Connecticut
$201K -$28.2M 3 0% Reduced
6079
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$200K +$192K 1 0.16% New
6080
LSA
Liberty Street Advisors
New York
$166K -$500K 1 100% Reduced
6081
PMAM
Penn Mutual Asset Management
Pennsylvania
$153K +$148K 1 0.12% New
6082
TC
Torno Capital
Massachusetts
$152K +$140K 1 0.03% New
6083
SAM
Silverback Asset Management
North Carolina
$151K $0 1 0.02% Maintained
6084
SNN
Shen Neil Nanpeng
$149K -$175K 2 83.22% Reduced
6085
CM
Cohanzick Management
New York
$139K +$179K 1 0.09% New
6086
CCM
Cutler Capital Management
Massachusetts
$134K $0 1 0.06% Maintained
6087
JSAM
J. Safra Asset Management
New York
$132K -$5.07K 1 0.02% Reduced
6088
BA
Bard Associates
Illinois
$125K -$138K 1 0.05% Reduced
6089
FW
Fairway Wealth
Ohio
$124K +$119K 1 0.1% New
6090
PS
PayPay Securities
Japan
$122K -$33.4K 9 6.01% Reduced
6091
BFA
BBJS Financial Advisors
Washington
$112K -$137K 2 0.04% Reduced
6092
ASM
ATW SPAC Management
New York
$105K $0 1 0.15% Maintained
6093
CCC
Chesapeake Capital Corp
Florida
$99.1K +$108K 1 0.07% New
6094
AIA
Arcadia Investment Advisors
Idaho
$94.6K +$22.9K 1 0.06% Increased
6095
MM
Main Management
California
$85K -$17.9K 3 0.01% Reduced
6096
RL
RPO LLC
Connecticut
$79.6K +$62.3K 1 0.12% New
6097
QM
QVIDTVM Management
Texas
$64K +$2.76M 1 0.05% Increased
6098
Aristeia Capital
Aristeia Capital
Connecticut
$61.6K +$48.2K 1 0% New
6099
GCGDR
Geo Capital Gestora de Recursos
Brazil
$58K -$5.72K 1 0.07% Reduced
6100
APGC
A.P. Gilfoyle & Co
New York
$57.1K +$54.3K 2 10.63% New