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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
6626
CP
Covalent Partners
Massachusetts
$518K -$503K 1 2.56% Reduced
6627
DEM
Disciplined Equity Management
Florida
$516K -$642K 2 0.36% Reduced
6628
LA
LPF Advisors
Florida
$515K -$311K 1 0.42% Reduced
6629
EF
Envision Financial
Wisconsin
$514K +$63.2K 1 0.39% Increased
6630
FAG
Financial Architects (Georgia)
Georgia
$514K -$53.3K 1 0.33% Reduced
6631
SG
StepStone Group
California
$514K $0 1 0.53% Maintained
6632
GAA
Green Alpha Advisors
Colorado
$513K -$580K 1 0.55% Reduced
6633
BPWM
Black Point Wealth Management
Florida
$505K -$1.28M 1 2.92% Reduced
6634
LI
Latash Investments
Alaska
$494K $0 1 0.41% Maintained
6635
JBW
Journey Beyond Wealth
Georgia
$493K -$72.5K 2 0.46% Reduced
6636
MAG
Members Advisory Group
New York
$484K -$22.3K 2 0.2% Reduced
6637
SWP
SIMA Wealth Partners
Virginia
$482K -$11.7K 4 0.4% Reduced
6638
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$481K +$507K 3 0.32% New
6639
FSA
Financial Services Advisory
Maryland
$479K +$499K 1 0.18% New
6640
HA
Hanover Advisors
South Carolina
$478K $0 2 0.21% Maintained
6641
PIM
Pinnacle Investment Management
Hong Kong
$476K -$30.2M 1 5.1% Reduced
6642
LFG
Leverty Financial Group
Wisconsin
$476K -$29.9K 1 0.19% Reduced
6643
NFP
NorthLanding Financial Partners
New York
$472K +$463 1 0.46% Increased
6644
CCA
Cruiser Capital Advisors
Connecticut
$469K $0 1 0.63% Maintained
6645
CSC
Cove Street Capital
California
$468K -$74.5K 2 0.74% Reduced
6646
NI
NFC Investments
Tennessee
$467K $0 1 0.14% Maintained
6647
KAM
Kraft Asset Management
Tennessee
$466K -$236K 1 0.43% Reduced
6648
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture
Texas
$464K +$490K 1 1.09% New
6649
SG
Straightline Group
Michigan
$463K -$1.47M 1 0.3% Reduced
6650
MG
MilWealth Group
Wisconsin
$453K $0 3 0.12% Maintained