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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
2401
SFPIA
Stevens First Principles Investment Advisors
California
$404K -$62.9K 2 0.24% Reduced
2402
FMP
Financial Management Professionals
Texas
$390K -$23.2K 3 0.24% Reduced
2403
CCM
Cai Capital Management
New York
$378K -$629K 1 0.24% Reduced
2404
LD
Lipe & Dalton
New York
$372K $0 1 0.27% Maintained
2405
RTS
Round Table Services
New Jersey
$369K +$6.96K 1 0.37% Increased
2406
DCM
Dialectic Capital Management
Connecticut
$367K +$351K 1 0.08% New
2407
FRM
Foundation Resource Management
Arkansas
$362K $0 1 0.05% Maintained
2408
Valmark Advisers
Valmark Advisers
Ohio
$360K $0 1 0.01% Maintained
2409
GC
Gratry & Company
Ohio
$351K $0 1 0.12% Maintained
2410
DRGI
del Rey Global Investors
California
$346K +$337K 1 0.55% New
2411
CCM
Carlson Capital Management
Minnesota
$345K +$91.5K 1 0.16% Increased
2412
FC
FCA Corp
Texas
$343K +$332K 1 0.2% New
2413
FNBSF
First National Bank Sioux Falls
South Dakota
$343K $0 3 1% Maintained
2414
VFP
Verus Financial Partners
Virginia
$341K +$23.7K 1 0.19% Increased
2415
CP
Coho Partners
Pennsylvania
$334K -$38.5K 1 0.03% Reduced
2416
MCM
Mitchell Capital Management
Kansas
$333K -$2.32K 1 0.11% Reduced
2417
CIM
Contravisory Investment Management
Massachusetts
$331K $0 2 0.07% Maintained
2418
MS
Madison Scottsdale
Arizona
$324K -$79K 2 0.31% Reduced
2419
WSC
Wellington Shields & Co
New York
$322K +$313K 1 0.25% New
2420
HM
Harvest Management
New York
$321K +$34.8K 1 0.34% Increased
2421
BTCR
Bankers Trust Cedar Rapids
Iowa
$314K +$321K 1 6.66% New
2422
IC
IKOS CIF
Cyprus
$311K -$1.44M 3 0.38% Reduced
2423
MFO
Marcuard Family Office
Switzerland
$310K $0 1 0.59% Maintained
2424
MDCM
Morgan Dempsey Capital Management
Wisconsin
$310K -$161K 2 0.11% Reduced
2425
GA
Geller Advisors
New York
$308K +$300K 1 0.23% New