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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
2576
FNBOMD
First National Bank of Mount Dora
Florida
$37.6M -$777K 4 7.53% Reduced
2577
WIS
Wright Investors Service
Connecticut
$37.6M -$83.1K 8 10.27% Reduced
2578
RFWA
RPg Family Wealth Advisory
Massachusetts
$37.5M +$3.95M 5 6.26% Increased
2579
CTA
Clear Trail Advisors
Texas
$37.5M -$834K 3 5.73% Reduced
2580
LCGC
Legacy Capital Group California
California
$37.5M -$343K 6 11.31% Reduced
2581
SGI
Summit Global Investments
Utah
$37.5M -$11.2M 11 2.05% Reduced
2582
JJBC
James J. Burns & Company
New York
$37.5M -$951K 3 4.06% Reduced
2583
Private Management Group
Private Management Group
California
$37.4M +$2.23M 5 0.99% Increased
2584
ACM
Arini Captial Management
United Kingdom
$37.4M +$38.1M 3 3.84% New
2585
RCM
Rockbridge Capital Management
Virginia
$37.4M +$5.99M 3 24.09% Increased
2586
LWA
Lineweaver Wealth Advisors
Ohio
$37.4M +$1.25M 5 4.42% Increased
2587
SAM
Southeastern Asset Management
Tennessee
$37.4M -$7.97M 2 1.95% Reduced
2588
KIG
Kennedy Investment Group
New Jersey
$37.3M -$679K 5 12.65% Reduced
2589
LWM
Liberty Wealth Management
California
$37.2M $0 5 4.65% Maintained
2590
BAM
Bell Asset Management
Australia
$37.2M -$17.5M 4 9.94% Reduced
2591
ATS
Ashton Thomas Securities
New York
$37.2M +$3.84M 4 5.49% Increased
2592
KCM
Kingdon Capital Management
New York
$37.2M -$4.59M 3 3.81% Reduced
2593
DR
Davis Rea
Ontario, Canada
$37.2M +$2.51M 3 10.59% Increased
2594
GSF
Grove Street Fiduciary
New Hampshire
$37.1M -$117K 5 15.68% Reduced
2595
CIG
Consolidated Investment Group
Colorado
$37.1M $0 3 3.23% Maintained
2596
HCA
Harbour Capital Advisors
Virginia
$37.1M +$230K 10 6.75% Increased
2597
BRCM
Bright Rock Capital Management
Massachusetts
$37.1M $0 4 7.43% Maintained
2598
OCM
Ogborne Capital Management
California
$37M +$20.8M 2 12.9% Increased
2599
SC
Skylands Capital
Wisconsin
$37M -$1.91M 4 4.55% Reduced
2600
KFI
Key Financial Inc
Pennsylvania
$37M -$463K 19 6.06% Reduced