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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
6101
CM
Cornerstone Management
Georgia
$227K +$4K 1 0.05% Increased
6102
BFA
Brown Financial Advisory
Alabama
$225K +$14K 1 0.18% Increased
6103
ITVII
IDG Technology Venture Investment IV
Hong Kong
$224K $0 1 0.25% Maintained
6104
MW
Marks Wealth
Maryland
$220K +$204K 1 0.08% New
6105
EFP
Envision Financial Planning
Tennessee
$220K -$27.1K 1 0.18% Reduced
6106
CWM
Cordatus Wealth Management
Pennsylvania
$217K +$219K 1 0.16% New
6107
Simplify Asset Management
Simplify Asset Management
Nevada
$214K +$198K 1 0.01% New
6108
JSAM
J. Safra Asset Management
New York
$213K +$53.2K 5 0.02% Increased
6109
TIM
Thor Investment Management
Ohio
$211K -$173K 1 0.17% Reduced
6110
CFGF
Compass Financial Group (Florida)
Florida
$210K +$223K 1 0.11% New
6111
RJTCONH
Raymond James Trust Company of New Hampshire
New Hampshire
$209K +$14.4K 1 2.08% Increased
6112
PFG
Pacific Financial Group
Washington
$208K +$220K 1 0.14% New
6113
FOFP
Fee-Only Financial Planning
South Carolina
$206K $0 1 0.14% Maintained
6114
SWA
Safir Wealth Advisors
New Hampshire
$206K $0 1 0.17% Maintained
6115
Mizuho Securities USA
Mizuho Securities USA
New York
$205K +$229K 1 0.01% New
6116
CSIA
Carl Stuart Investment Advisor
Texas
$204K -$2.68M 1 0.13% Reduced
6117
SF
Schaeffer Financial
Maryland
$204K +$182 1 0.2% Increased
6118
RBC
Rye Brook Capital
Connecticut
$202K -$1.41M 1 0.12% Reduced
6119
Regents of the University of California
Regents of the University of California
California
$201K $0 1 0.06% Maintained
6120
SCM
Superstring Capital Management
New York
$199K -$648K 1 0.13% Reduced
6121
TWP
TFO Wealth Partners
Ohio
$193K -$128K 14 0.04% Reduced
6122
AGM
Alpine Global Management
New York
$178K -$5.73M 1 0.03% Reduced
6123
CI
Cordant Inc
Oregon
$169K -$129K 2 0.1% Reduced
6124
CCM
Cutler Capital Management
Massachusetts
$159K $0 1 0.06% Maintained
6125
SNN
Shen Neil Nanpeng
$145K -$485 2 99.48% Reduced