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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
6201
TF
Telligent Fund
Hong Kong
$1.76M -$3.85M 1 1.5% Reduced
6202
GT
GreatBanc Trust
Illinois
$1.75M +$1.64M 3 1.2% New
6203
FWMP
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.74M -$21.7K 2 0.68% Reduced
6204
MPCL
My Personal CFO LLC
Washington
$1.74M -$12.7M 2 0.68% Reduced
6205
CWA
Cornerstone Wealth Advisors
Minnesota
$1.74M +$59.9K 1 0.42% Increased
6206
TFP
TrueWealth Financial Partners
Washington
$1.74M -$429K 2 0.89% Reduced
6207
BFP
Beacon Financial Planning
Massachusetts
$1.74M +$30.7K 2 0.9% Increased
6208
SAS
Spurstone Advisory Services
Connecticut
$1.74M -$119K 4 24.94% Reduced
6209
JWS
Juncture Wealth Strategies
Arizona
$1.74M +$28.3K 3 0.58% Increased
6210
STCG
Speece Thorson Capital Group
Minnesota
$1.74M $0 1 0.35% Maintained
6211
AE
AMH Equity
New York
$1.74M +$253K 2 2.16% Increased
6212
JIC
JRM Investment Counsel
Nebraska
$1.73M -$32.8K 1 0.52% Reduced
6213
TCFP
Treasure Coast Financial Planning
Florida
$1.73M -$13.6K 2 0.97% Reduced
6214
MFGP
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.72M -$39.1K 1 0.47% Reduced
6215
SFSG
Sound Financial Strategies Group
Mississippi
$1.72M +$117K 4 1.26% Increased
6216
Miller Howard Investments
Miller Howard Investments
New York
$1.72M -$176K 1 0.05% Reduced
6217
MS
Mizuho Securities
Japan
$1.72M -$782K 5 11.76% Reduced
6218
NA
Note Advisors
New York
$1.72M +$226K 3 1.02% Increased
6219
SI
Sprott Inc
Ontario, Canada
$1.72M -$3.42M 2 0.06% Reduced
6220
NA
Newport Asia
California
$1.71M +$1.63M 1 100% New
6221
JMG Financial Group
JMG Financial Group
Illinois
$1.71M -$51.8K 2 0.05% Reduced
6222
TFM
Trademark Financial Management
Minnesota
$1.71M -$66.3K 2 0.99% Reduced
6223
CMMS
Comprehensive Money Management Services
Florida
$1.71M -$9.04K 2 1.21% Reduced
6224
MA
McGrath & Associates
North Carolina
$1.7M $0 2 2.53% Maintained
6225
MM
MQS Management
New York
$1.7M -$1.95M 5 0.99% Reduced