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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
2376
GS
Gagnon Securities
New York
$1.86M -$197K 1 0.6% Reduced
2377
EWM
Evermay Wealth Management
Virginia
$1.85M +$203K 2 1.6% Increased
2378
KA
KLCM Advisors
Wisconsin
$1.84M +$4.77K 1 0.43% Increased
2379
TCB
Texas Capital Bancshares
Texas
$1.84M -$143K 3 1.15% Reduced
2380
MAA
Mraz Amerine & Associates
California
$1.83M +$132K 3 0.71% Increased
2381
AMG National Trust Bank
AMG National Trust Bank
Colorado
$1.81M -$25.3K 3 0.18% Reduced
2382
WA
WealthTrust-Arizona
Arizona
$1.81M +$42.9K 13 1.94% Increased
2383
OMC
Overbrook Management Corp
New York
$1.8M -$1.07M 1 0.32% Reduced
2384
CAM
Castlerock Asset Management
New York
$1.79M -$1.91M 1 5.21% Reduced
2385
CC
Cornerstone Capital
California
$1.78M +$25.4K 1 0.48% Increased
2386
AIM
Allen Investment Management
New York
$1.77M +$33.5K 1 0.19% Increased
2387
GHAM
Gilman Hill Asset Management
Connecticut
$1.77M +$61.7K 3 0.92% Increased
2388
Gradient Investments
Gradient Investments
Minnesota
$1.76M +$217K 7 0.35% Increased
2389
SM
Southport Management
Wyoming
$1.76M $0 1 1.92% Maintained
2390
SCM
Stellar Capital Management
Arizona
$1.74M +$21.1K 2 1.92% Increased
2391
New York Life Investment Management
New York Life Investment Management
New York
$1.74M +$1.39M 4 0.29% Increased
2392
Annex Advisory Services
Annex Advisory Services
Wisconsin
$1.72M +$179K 1 0.59% Increased
2393
MSS
Mitchell Sinkler & Starr
Pennsylvania
$1.72M -$206K 2 1.85% Reduced
2394
CCM
Connective Capital Management
California
$1.72M -$3.37M 2 3.01% Reduced
2395
IFB
iAB Financial Bank
Indiana
$1.72M +$121K 3 1.49% Increased
2396
ST
Spinnaker Trust
Maine
$1.72M -$190K 2 0.28% Reduced
2397
BA
Bennicas & Associates
California
$1.71M -$25.7K 2 1.33% Reduced
2398
WGCA
Wolf Group Capital Advisors
Virginia
$1.71M +$163K 2 1.24% Increased
2399
VP
Value Partners
Hong Kong
$1.7M +$1.47M 1 2.4% New
2400
BDF
Balasa Dinverno & Foltz
$1.7M -$75.2K 3 0.2% Reduced