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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
LKIM
Lawson Kroeker Investment Management
Nebraska
$1.54M -$42.6K 1 0.49% Reduced
2402
HT
HighTower Trust
Texas
$1.53M +$515K 1 0.2% Increased
2403
CI
Cowen Inc
New York
$1.51M -$1.98M 2 0.25% Reduced
2404
FCG
FrontFour Capital Group
Connecticut
$1.51M +$930K 1 0.39% Increased
2405
11A
10-15 Associates
New York
$1.51M -$15.9K 1 0.52% Reduced
2406
FA
FCG Advisors
New Jersey
$1.51M +$50.3K 1 1.02% Increased
2407
MSS
Mitchell Sinkler & Starr
Pennsylvania
$1.5M +$214K 2 1.69% Increased
2408
FHB
First Hawaiian Bank
Hawaii
$1.5M -$704K 2 0.27% Reduced
2409
CMANY
Capital Management Associates (New York)
New York
$1.5M +$77K 2 2.2% Increased
2410
RVGI
RRE Ventures GP III
New York
$1.49M $0 1 5.97% Maintained
2411
FHC
Forest Hill Capital
Arkansas
$1.48M $0 1 0.15% Maintained
2412
FMA
FNY Managed Accounts
New York
$1.46M -$727K 1 2.22% Reduced
2413
PCA
Peddock Capital Advisors
Massachusetts
$1.44M +$1.38M 2 1.12% New
2414
CC
Cornerstone Capital
California
$1.43M -$66.1K 1 0.42% Reduced
2415
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$1.42M +$1.36M 2 0.42% New
2416
FIMG
Financial & Investment Management Group
Michigan
$1.42M +$53.5K 2 0.44% Increased
2417
SC
Schulhoff & Co
Ohio
$1.42M +$197 1 0.97% Increased
2418
AW
Alpha Windward
Massachusetts
$1.41M +$65.1K 5 0.98% Increased
2419
ICAP
Independence Capital Asset Partners
Colorado
$1.41M -$222K 1 0.21% Reduced
2420
PSC
Piper Sandler & Co
Minnesota
$1.4M +$1.32M 1 1.18% New
2421
HF
Hoxton Financial
West Virginia
$1.4M +$581K 8 0.6% Increased
2422
YMRC
Yorktown Management & Research Company
Virginia
$1.38M +$217K 5 0.28% Increased
2423
WA
Wheatland Advisors
Pennsylvania
$1.38M +$1.35M 2 1.45% New
2424
Brinker Capital
Brinker Capital
Pennsylvania
$1.35M +$79.5K 2 0.11% Increased
2425
PA
Planning Alternatives
Michigan
$1.35M +$1.06M 1 0.41% Increased