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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
2251
MS
Marshall & Sullivan
Washington
$2.45M +$78.3K 1 4.49% Increased
2252
Veritas Investment Management
Veritas Investment Management
United Kingdom
$2.44M +$203K 3 1.17% Increased
2253
RBLCM
Roaring Blue Lion Capital Management
Texas
$2.44M -$899K 1 1.49% Reduced
2254
WIS
Wright Investors Service
Connecticut
$2.44M +$610K 3 1.07% Increased
2255
Edge Wealth Management
Edge Wealth Management
New York
$2.43M +$532K 6 1.12% Increased
2256
TBAM
True Bearing Asset Management
California
$2.43M +$544K 2 1.15% Increased
2257
SIC
Shoker Investment Counsel
Ohio
$2.42M +$2.28M 2 2.23% New
2258
Naples Global Advisors
Naples Global Advisors
Florida
$2.41M +$2.32M 3 1.61% New
2259
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$2.4M -$582K 1 0.63% Reduced
2260
IIM
Ipswich Investment Management
Massachusetts
$2.4M -$114K 2 1% Reduced
2261
FA
FMA Advisory
Pennsylvania
$2.4M -$2.96M 1 0.98% Reduced
2262
Proffitt & Goodson
Proffitt & Goodson
Tennessee
$2.39M +$11.6K 2 1.56% Increased
2263
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$2.38M -$85.4K 2 0.63% Reduced
2264
Hilltop Holdings
Hilltop Holdings
Texas
$2.38M -$49.3K 4 1.22% Reduced
2265
MCM
McGlinn Capital Management
Pennsylvania
$2.38M -$52.9K 1 5.41% Reduced
2266
RH
Rayner & Haynor
California
$2.38M +$2.27M 3 1.83% New
2267
MCM
McRae Capital Management
New Jersey
$2.38M +$205K 2 1.22% Increased
2268
SMG
Spectrum Management Group
Indiana
$2.38M +$2.26M 4 1.72% New
2269
Allworth Financial
Allworth Financial
California
$2.37M -$893K 2 1.17% Reduced
2270
Meristem Family Wealth
Meristem Family Wealth
Minnesota
$2.37M +$201K 3 0.97% Increased
2271
TWA
Tillar-Wenstrup Advisors
Ohio
$2.36M +$2.21M 1 2.42% New
2272
HJMC
Hellman Jordan Management Company
Massachusetts
$2.35M -$1.13M 1 1.49% Reduced
2273
CFA
Camarda Financial Advisors
Florida
$2.35M -$46.3K 2 1.92% Reduced
2274
Miller Howard Investments
Miller Howard Investments
New York
$2.35M +$16.4K 1 0.05% Increased
2275
StepStone Group
StepStone Group
California
$2.35M +$2.39M 1 1.05% New