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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
6726
SIAS
Summit Investment Advisory Services
Minnesota
$328K $0 1 0.17% Maintained
6727
BCA
Bernzott Capital Advisors
California
$327K +$307K 1 0.16% New
6728
AIA
Arrow Investment Advisors
Maryland
$320K $0 1 0.3% Maintained
6729
OAP
One Advisory Partners
Kansas
$317K -$2.83K 1 0.14% Reduced
6730
SFA
Salus Financial Advisors
Colorado
$316K +$297K 1 0.25% New
6731
FWP
Family Wealth Partners
North Carolina
$315K -$471K 1 0.15% Reduced
6732
QAM
Q3 Asset Management
Michigan
$314K +$335K 1 0.2% New
6733
AF
Amara Financial
California
$310K +$236 1 0.29% Increased
6734
USGIU
U.S. Global Investors (USGI)
Texas
$310K -$1.55M 2 0.03% Reduced
6735
LC
Luminist Capital
Michigan
$307K +$292K 2 0.53% New
6736
FCM
FJ Capital Management
Virginia
$307K -$936K 1 0.04% Reduced
6737
BT
Brandywine Trust
Delaware
$307K $0 1 0.05% Maintained
6738
BWA
Brave Warrior Advisors
New York
$307K $0 1 0.01% Maintained
6739
SIP
Sellwood Investment Partners
Oregon
$305K +$303K 3 0.16% New
6740
CSIA
Carl Stuart Investment Advisor
Texas
$304K +$236 1 0.16% Increased
6741
CCA
Cruiser Capital Advisors
Connecticut
$304K +$262K 1 0.17% New
6742
RC
Rangeley Capital
Connecticut
$303K +$298K 1 0.27% New
6743
FOFP
Fee-Only Financial Planning
South Carolina
$301K $0 1 0.19% Maintained
6744
SWA
Safir Wealth Advisors
New Hampshire
$301K $0 1 0.23% Maintained
6745
CJH
Christopher J. Hasenberg
Wisconsin
$300K +$236 5 0.12% Increased
6746
MCM
Massar Capital Management
Connecticut
$298K +$277K 1 0.34% New
6747
TIM
Thor Investment Management
Ohio
$296K -$6.6K 1 0.23% Reduced
6748
M
Murchinson
Ontario, Canada
$296K +$60.1K 1 0.13% Increased
6749
SL
Savior LLC
Massachusetts
$295K $0 1 1.69% Maintained
6750
BCM
Basso Capital Management
Connecticut
$293K $0 1 0.25% Maintained