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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
6526
SIM
Sandia Investment Management
Massachusetts
$717K +$472K 2 1.84% Increased
6527
MFS
Madrid Financial Services
California
$716K +$680K 3 0.49% New
6528
SPWM
Straight Path Wealth Management
Michigan
$715K +$3.84K 1 0.24% Increased
6529
SC
Schoolcraft Capital
Colorado
$714K -$627K 2 0.15% Reduced
6530
WH
Whitcomb & Hess
Ohio
$713K $0 1 0.2% Maintained
6531
LWM
Luminvest Wealth Management
Arizona
$707K +$73.3K 2 0.25% Increased
6532
BCM
Brooktree Capital Management
Michigan
$704K -$2.16M 2 0.46% Reduced
6533
APW
Atlantic Private Wealth
North Carolina
$704K +$16.7K 7 0.47% Increased
6534
SB
Semitam Bonam
New York
$704K +$675K 2 0.66% New
6535
LAM
Longboard Asset Management
Arizona
$702K +$359K 3 1.75% Increased
6536
RW
Ridgeline Wealth
Arizona
$702K -$59.2K 2 0.57% Reduced
6537
SM
Salzhauer Michael
$701K $0 1 0.41% Maintained
6538
SPM
Symmetry Peak Management
Pennsylvania
$701K +$592K 7 0.33% New
6539
SIA
Spectrum Investment Advisors
Wisconsin
$701K -$212K 1 0.41% Reduced
6540
NHFG
New Harbor Financial Group
Massachusetts
$697K -$24.8K 2 0.16% Reduced
6541
CI
Centerstone Investors
New York
$696K $0 1 2.85% Maintained
6542
NL
NDWM LLC
California
$695K +$4.44K 1 0.51% Increased
6543
NEAM
New England Asset Management
Connecticut
$694K $0 1 0.11% Maintained
6544
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$693K -$2.41M 1 0.02% Reduced
6545
PAP
Persistent Asset Partners
Hong Kong
$685K +$10.2K 2 0.51% Increased
6546
RBCM
Raub Brock Capital Management
California
$682K -$30.1K 1 0.15% Reduced
6547
YWM
Yardley Wealth Management
Pennsylvania
$680K $0 2 0.37% Maintained
6548
SGI
Swan Global Investments
Colorado
$671K +$133K 1 0.02% Increased
6549
AAM
American Asset Management
Florida
$669K $0 2 0.62% Maintained
6550
AU
Algebris (UK)
United Kingdom
$668K +$277K 1 0.11% Increased