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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
2301
ICM
Intrepid Capital Management
Florida
$2.04M +$2.02M 1 0.43% New
2302
Thomaspartners
Thomaspartners
Massachusetts
$2.04M +$413K 3 0.05% Increased
2303
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M +$2.66K 1 2.63% Increased
2304
AMG
Asset Management Group
Connecticut
$2.01M +$861K 2 1.15% Increased
2305
AP
AlpInvest Partners
Netherlands
$2.01M -$1.5M 3 4.63% Reduced
2306
BOS
Bank of Stockton
California
$2M -$32.2K 3 1.22% Reduced
2307
LJHT
Laurie J. Hall Trustee
$1.99M -$75.5K 3 1.54% Reduced
2308
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
Pennsylvania
$1.99M +$1.39M 3 1.35% Increased
2309
NCM
Newland Capital Management
New York
$1.99M +$231K 1 0.97% Increased
2310
United Bank (Virginia)
United Bank (Virginia)
Virginia
$1.99M -$207K 2 17.41% Reduced
2311
IFS
Ifrah Financial Services
Arkansas
$1.99M +$240K 2 0.78% Increased
2312
LWM
Lenox Wealth Management
Ohio
$1.98M -$164K 6 1.02% Reduced
2313
WFG
Wills Financial Group
Virginia
$1.97M +$73.5K 1 1.87% Increased
2314
Comerica Securities
Comerica Securities
Michigan
$1.97M +$222K 3 1.87% Increased
2315
BAM
Brave Asset Management
New Jersey
$1.96M -$456K 7 1.56% Reduced
2316
Forward Management
Forward Management
California
$1.95M -$1.42M 4 0.11% Reduced
2317
FAS Wealth Partners
FAS Wealth Partners
Kansas
$1.95M +$66.4K 2 1.32% Increased
2318
CFMC
Curbstone Financial Management Corp
New Hampshire
$1.94M +$1.93M 1 1.59% New
2319
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$1.93M +$297K 3 1.13% Increased
2320
FIG
Fortress Investment Group
New York
$1.92M -$30.5M 3 0.03% Reduced
2321
WPIC
White Pine Investment Company
Michigan
$1.92M +$18.6K 1 1.23% Increased
2322
AWS
Aris Wealth Services
Pennsylvania
$1.9M +$11.3K 3 2.79% Increased
2323
MIM
Montgomery Investment Management
Maryland
$1.89M -$31.4K 2 1.54% Reduced
2324
Hilltop Holdings
Hilltop Holdings
Texas
$1.88M -$357K 3 0.94% Reduced
2325
SWK
Stephen W. Kidder
$1.87M +$160K 1 1.26% Increased