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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
6776
SNN
Shen Neil Nanpeng
$79.5K +$88.9K 1 89.85% New
6777
WFA
Wells Financial Advisors
Massachusetts
$73.7K $0 2 0.1% Maintained
6778
AL
ACME LLC
California
$72.3K -$1.62M 1 0.41% Reduced
6779
UIC
Uniplan Investment Counsel
Wisconsin
$64.5K -$17.6K 2 0.01% Reduced
6780
SIP
Sellwood Investment Partners
Oregon
$61.4K +$43.9K 2 0.02% Increased
6781
MM
Main Management
California
$60K $0 1 0% Maintained
6782
BGWM
Bridge Generations Wealth Management
Florida
$59.5K +$52.7K 3 0.04% Increased
6783
GCGDR
Geo Capital Gestora de Recursos
Brazil
$56K -$6.1K 1 0.1% Reduced
6784
PLU
Performa Ltd (US)
South Carolina
$37.7K -$3.64K 1 0.01% Reduced
6785
AT
Avenir Tech
Hong Kong
$25.6K -$9.19M 2 0% Reduced
6786
TCAM
Turtle Creek Asset Management
Ontario, Canada
$17.2K +$4 1 0% Increased
6787
T
Transce3nd
Texas
$12.9K -$5.73M 3 0.12% Reduced
6788
DFC
DB Fitzpatrick & Co
Idaho
$10.8K $0 1 0.01% Maintained
6789
RJA
Ross\Johnson & Associates
Minnesota
$8.62K $0 6 0.16% Maintained
6790
EPM
Equitec Proprietary Markets
Illinois
$4.37K -$263K 1 0% Reduced
6791
Apollo Management Holdings
Apollo Management Holdings
New York
$2.39K -$13.9K 1 0% Reduced
6792
CA
Cohalo Advisory
Washington
$2.2K $0 1 0.17% Maintained
6793
1CM
14B Capital Management
California
$0 -$9.53M 0 – Closed
6794
2C
272 Capital
Texas
$0 -$303K 0 – Closed
6795
ASP
Adams Street Partners
Illinois
$0 -$1.29M 0 – Closed
6796
AFC
Adaptive Financial Consulting
Ohio
$0 -$322K 0 – Closed
6797
ACM
ADW Capital Management
Florida
$0 -$16.9M 0 – Closed
6798
ACM
Alethea Capital Management
Washington
$0 -$773K 0 – Closed
6799
AAM
Ameraudi Asset Management
New York
$0 -$1.09M 0 – Closed
6800
AC
Antara Capital
New York
$0 -$404K 0 – Closed