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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
2351
PGAM
Platinum Grove Asset Management
New York
$608K +$171K 2 2.01% Increased
2352
ACM
Artis Capital Management
California
$606K -$2.49M 2 1.31% Reduced
2353
AWMS
Advocacy Wealth Management Services
Georgia
$598K +$203K 3 1.64% Increased
2354
AIM
Assured Investment Management
New York
$592K -$10.9M 1 0.02% Reduced
2355
Donaldson Capital Management
Donaldson Capital Management
Indiana
$588K -$28.8K 1 0.12% Reduced
2356
GAM
Garrison Asset Management
Arkansas
$586K -$48.3K 2 0.51% Reduced
2357
AC
Alexandria Capital
Virginia
$585K -$67K 6 0.27% Reduced
2358
AFIA
America First Investment Advisors
Nebraska
$578K +$167K 3 0.29% Increased
2359
TCM
Tygh Capital Management
Oregon
$574K +$588K 1 0.13% New
2360
GAM
Gould Asset Management
California
$569K -$116K 1 0.36% Reduced
2361
FC
Fayerweather Charles
$567K +$9.29K 1 2.29% Increased
2362
TCB
Texas Capital Bancshares
Texas
$564K +$31.6K 1 0.43% Increased
2363
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$559K +$64.5K 2 0.02% Increased
2364
CA
Corrado Advisors
New Jersey
$557K $0 1 0.29% Maintained
2365
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$555K -$358K 1 0.28% Reduced
2366
ZF
Zhang Financial
Michigan
$552K +$11.6K 2 0.45% Increased
2367
RCA
Rex Capital Advisors
Rhode Island
$545K $0 1 0.6% Maintained
2368
Aspiriant LLC
Aspiriant LLC
California
$541K +$526K 1 0.1% New
2369
RCM
Rotella Capital Management
Washington
$536K +$526K 2 1% Increased
2370
WCM
Windsor Capital Management
Arizona
$529K +$148K 4 0.31% Increased
2371
LIA
LBMC Investment Advisors
Tennessee
$523K $0 2 0.15% Maintained
2372
WIC
Wood Investment Counsel
Colorado
$518K -$9.84M 2 0.09% Reduced
2373
FCG
FrontFour Capital Group
Connecticut
$514K +$457K 1 0.08% New
2374
PCM
Portolan Capital Management
Massachusetts
$495K $0 1 0.13% Maintained
2375
AT
Acadia Trust
Maine
$494K -$207K 1 0.21% Reduced