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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
6601
OIS
OneAscent Investment Solutions
Alabama
$589K +$630K 1 0.7% New
6602
SIA
Stegner Investment Associates
Kentucky
$589K $0 1 0.41% Maintained
6603
QF
QVT Financial
New York
$587K -$1.16M 1 0.05% Reduced
6604
AAG
Avalon Advisory Group
Pennsylvania
$582K -$217K 1 0.27% Reduced
6605
FAM
Frontier Asset Management
Wyoming
$581K -$749K 1 0.17% Reduced
6606
SGI
Swan Global Investments
Colorado
$580K +$193K 1 0.02% Increased
6607
KWM
KMT Wealth Management
California
$577K +$224K 1 0.4% Increased
6608
SFG
Socha Financial Group
New York
$575K -$97.4K 2 0.28% Reduced
6609
CF
Crosspoint Financial
California
$574K +$628K 2 1.66% New
6610
DWA
Davis Wealth Advisors
New Hampshire
$573K $0 1 0.65% Maintained
6611
EFG
Erickson Financial Group
Pennsylvania
$570K $0 1 0.43% Maintained
6612
RCM
Richardson Capital Management
Wisconsin
$570K +$6.64K 4 0.36% Increased
6613
RWM
Rolek Wealth Management
Pennsylvania
$570K +$32K 1 0.59% Increased
6614
CWM
Capital Wealth Management
Rhode Island
$567K -$52.1K 1 0.24% Reduced
6615
VF
Vestment Financial
Minnesota
$565K +$232 1 0.41% Increased
6616
PCM
Peirce Capital Management
Texas
$564K $0 2 0.28% Maintained
6617
LWP
Laurel Wealth Planning
Minnesota
$558K $0 1 0.37% Maintained
6618
MCAI
Members Capital Advisors Inc
Wisconsin
$556K $0 2 0.64% Maintained
6619
RC
Rangeley Capital
Connecticut
$553K +$310K 2 0.59% Increased
6620
OC
OxenFree Capital
Florida
$550K +$14.1K 2 0.42% Increased
6621
Tenor Capital Management
Tenor Capital Management
New York
$547K -$369K 1 0.01% Reduced
6622
FCM
Fairholme Capital Management
Florida
$533K $0 1 0.04% Maintained
6623
SI
Schusterman Interests
Oklahoma
$529K $0 1 1.32% Maintained
6624
RC
Randolph Company
Ohio
$525K $0 1 0.06% Maintained
6625
WS
Wela Strategies
Georgia
$525K +$547K 1 0.22% New