Comercio electrónico
El comercio electrónico traslada las ventas minoristas de las tiendas a las pantallas, y con ellas los sistemas de almacenamiento, entrega y pago necesarios para hacerlo posible. La escala y la densidad de las entregas determinan quién obtiene ganancias.
240 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 2026 |
Hills Bank & Trust
North Liberty,
Iowa
| USD 58.9 M | -USD 681 k | 8 | 2.51% | Reducidas |
|
| 2027 |
QPW
Quantum Private Wealth
Tampa,
Florida
| USD 58.8 M | -USD 3.33 M | 3 | 15.08% | Reducidas |
|
| 2028 |
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 58.8 M | -USD 1.25 M | 1 | 3.58% | Reducidas |
|
| 2029 |
LC
Lincoln Capital
Lincoln,
Nebraska
| USD 58.8 M | -USD 222 k | 7 | 10.46% | Reducidas |
|
| 2030 |
IP
Indivisible Partners
Clearwater,
Florida
| USD 58.8 M | +USD 9.7 M | 10 | 3.32% | Aumentadas |
|
| 2031 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 58.6 M | +USD 690 k | 6 | 9.74% | Aumentadas |
|
| 2032 |
DAM
Davis Asset Management
Sausalito,
California
| USD 58.5 M | USD 0 | 4 | 1.48% | Mantenido |
|
| 2033 |
EGP
Entrust Global Partners
New York
| USD 58.4 M | -USD 2.79 M | 1 | 11.35% | Reducidas |
|
| 2034 |
Trinity Street Asset Management
London,
United Kingdom
| USD 58.3 M | -USD 2.82 M | 2 | 3% | Reducidas |
|
| 2035 |
Cortland Associates
St Louis,
Missouri
| USD 58.1 M | -USD 10.2 M | 3 | 8.4% | Reducidas |
|
| 2036 |
Verity & Verity
Beaufort,
South Carolina
| USD 58 M | -USD 223 k | 4 | 3.99% | Reducidas |
|
| 2037 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 57.9 M | USD 0 | 2 | 4.19% | Mantenido |
|
| 2038 |
WCAU
Working Capital Advisors (UK)
London,
United Kingdom
| USD 57.9 M | -USD 8.15 M | 2 | 100% | Reducidas |
|
| 2039 |
MCMU
MIC Capital Management (UK)
London,
United Kingdom
| USD 57.8 M | +USD 18.8 M | 3 | 14.65% | Aumentadas |
|
| 2040 |
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 57.8 M | +USD 13.4 M | 23 | 3.07% | Aumentadas |
|
| 2041 |
Sovran Advisors
San Diego,
California
| USD 57.8 M | -USD 703 k | 8 | 4.3% | Reducidas |
|
| 2042 |
Smith, Moore & Co
Clayton,
Missouri
| USD 57.8 M | -USD 337 k | 6 | 3.75% | Reducidas |
|
| 2043 |
ProVise Management Group
Clearwater,
Florida
| USD 57.7 M | -USD 4.92 M | 5 | 3.87% | Reducidas |
|
| 2044 |
HKIM
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 57.7 M | -USD 141 k | 3 | 17.5% | Reducidas |
|
| 2045 |
Tradition Wealth Management
Edina,
Minnesota
| USD 57.7 M | +USD 467 k | 7 | 3.53% | Aumentadas |
|
| 2046 |
Greenvale Capital
London,
United Kingdom
| USD 57.7 M | +USD 1.32 M | 1 | 6.3% | Aumentadas |
|
| 2047 |
HP
Havemeyer Place
Greenwich,
Connecticut
| USD 57.6 M | +USD 25.3 M | 18 | 5.69% | Aumentadas |
|
| 2048 |
Chickasaw Capital Management
Memphis,
Tennessee
| USD 57.5 M | +USD 308 k | 4 | 2.07% | Aumentadas |
|
| 2049 |
Mitchell Capital Management
Leawood,
Kansas
| USD 57.5 M | -USD 8.38 M | 3 | 8.74% | Reducidas |
|
| 2050 |
KTF Investments
Seal Beach,
California
| USD 57.5 M | -USD 697 k | 4 | 5.81% | Reducidas |
|