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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
6801
TPBG
Turning Point Benefit Group
Maryland
$217K +$206K 1 0.21% New
6802
BWM
BCO Wealth Management
New Mexico
$213K +$200K 1 0.18% New
6803
MPW
Melone Private Wealth
Michigan
$213K +$198K 1 0.11% New
6804
VDBMI
Van Den Berg Management I
Texas
$210K +$197K 1 0.06% New
6805
IMC
Inherent Management Corp
New York
$209K +$207K 1 0.17% New
6806
EU
Emory University
Georgia
$207K +$195K 1 0.3% New
6807
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$206K +$193K 1 0% New
6808
IAA
Independence Asset Advisors
Pennsylvania
$202K +$189K 1 0.94% New
6809
CCM
Cutler Capital Management
Massachusetts
$171K -$55.2K 1 0.06% Reduced
6810
NVCHI
New Vernon Capital Holdings II
New Jersey
$168K +$254K 1 0.12% New
6811
CPO
Cerity Partners OCIO
New York
$166K +$135K 1 0.01% New
6812
PS
PayPay Securities
Japan
$149K -$11.2K 10 6.48% Reduced
6813
CPA
Compass Planning Associates
Massachusetts
$147K +$138K 2 0.15% New
6814
CF
Collier Financial
Colorado
$140K +$132K 1 0.13% New
6815
SCM
Shaolin Capital Management
Florida
$134K -$92.9K 1 0% Reduced
6816
MI
MMCAP International
Cayman Islands
$127K -$36.6K 1 0.02% Reduced
6817
SNN
Shen Neil Nanpeng
$119K $0 2 95.46% Maintained
6818
MM
Main Management
California
$90K -$1K 2 0.01% Reduced
6819
PA
Parafestas Anastasios
$85K +$106K 1 12.71% New
6820
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$82.6K $0 1 0.11% Maintained
6821
PFA
Pillar Financial Advisors
Kentucky
$82.2K +$77.3K 1 0.06% New
6822
AFS
Anderson Financial Strategies
Ohio
$73.5K +$74.2K 4 0.04% New
6823
WFA
Wells Financial Advisors
Massachusetts
$72.1K -$6.41K 2 0.1% Reduced
6824
NS
NBC Securities
Alabama
$69K -$79.6M 13 6.31% Reduced
6825
TCAM
Turtle Creek Asset Management
Ontario, Canada
$62.1K -$3.02M 1 0% Reduced