← 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
6126
CSIA
Carl Stuart Investment Advisor
Texas
$256K +$4.85K 1 0.16% Increased
6127
FOFP
Fee-Only Financial Planning
South Carolina
$253K $0 1 0.17% Maintained
6128
TCM
Twele Capital Management
Minnesota
$253K +$224K 1 0.06% New
6129
SWA
Safir Wealth Advisors
New Hampshire
$253K $0 1 0.21% Maintained
6130
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$252K +$239K 1 0.14% New
6131
EFP
Envision Financial Planning
Tennessee
$252K -$15.9K 1 0.19% Reduced
6132
SF
Schaeffer Financial
Maryland
$251K +$186 1 0.27% Increased
6133
TIM
Thor Investment Management
Ohio
$250K -$8.58K 1 0.2% Reduced
6134
PWS
Physician Wealth Solutions
Nevada
$249K $0 1 0.18% Maintained
6135
KAH
Kathryn A. Hall
$248K -$45K 1 0.06% Reduced
6136
SL
Savior LLC
Massachusetts
$248K +$219K 1 1.29% New
6137
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$247K -$28K 1 0.01% Reduced
6138
SPM
Symmetry Peak Management
Pennsylvania
$246K +$189K 1 0.43% Increased
6139
HA
Hanover Advisors
South Carolina
$241K +$214K 1 0.11% New
6140
ASG
Ariston Services Group
California
$234K -$65K 1 0.23% Reduced
6141
MWA
Mills Wealth Advisors
Texas
$223K +$197K 1 0.16% New
6142
EC
EdgeRock Capital
Colorado
$223K -$5.25M 5 0.17% Reduced
6143
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$219K +$194K 1 0.16% New
6144
WF
Williams Financial
Vermont
$214K -$28.8K 1 0.14% Reduced
6145
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$211K -$165K 1 0.02% Reduced
6146
SCA
SMH Capital Advisors
Texas
$209K +$185K 1 0.64% New
6147
BWM
Benchmark Wealth Management
Connecticut
$208K +$184K 1 0.11% New
6148
SFG
Sage Financial Group
Pennsylvania
$206K +$182K 1 0.02% New
6149
CCM
Cutler Capital Management
Massachusetts
$203K +$31.2K 1 0.08% Increased
6150
BSC
Brown Shipley & Co
United Kingdom
$201K -$46.4M 2 0.09% Reduced