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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
2651
CYG
Clean Yield Group
Vermont
$35.3M +$2.99M 13 8.76% Increased
2652
IMA
Investment Management Associates
Colorado
$35.3M -$631K 2 7.24% Reduced
2653
ILI
Invesco LLC (Illinois)
Illinois
$35.3M -$502K 4 10.91% Reduced
2654
BIP
Blueprint Investment Partners
North Carolina
$35.2M +$10.5M 3 2.94% Increased
2655
AWM
Arista Wealth Management
Nevada
$35.2M +$53.2K 7 3.8% Increased
2656
FCMC
Founders Capital Management (Connecticut)
Connecticut
$35.2M -$154K 4 5.26% Reduced
2657
WW
Waterfront Wealth
Kansas
$35.2M +$1.62M 6 5.46% Increased
2658
GF
Goodman Financial
Texas
$35.2M +$424K 3 5.44% Increased
2659
NL
Navalign LLC
California
$35.2M -$542K 5 8.2% Reduced
2660
FWM
Finer Wealth Management
Massachusetts
$35.2M -$724K 3 15.73% Reduced
2661
LI
Louisbourg Investments
New Brunswick, Canada
$35.1M +$6.34M 5 6.48% Increased
2662
CIAS
CFS Investment Advisory Services
New Jersey
$35.1M -$392K 6 2.34% Reduced
2663
BFA
Benedict Financial Advisors
Georgia
$35.1M -$941K 5 6.82% Reduced
2664
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$35M -$36.3M 6 0.58% Reduced
2665
CIC
Cutler Investment Counsel
Oregon
$35M -$98K 3 3.29% Reduced
2666
CM
Cercano Management
Washington
$35M -$68.6M 5 4.67% Reduced
2667
SP
Solel Partners
Massachusetts
$35M -$377K 1 5.95% Reduced
2668
RGC
Regents Gate Capital
United Kingdom
$35M $0 1 46.53% Maintained
2669
PFG
Putney Financial Group
California
$35M -$578K 5 31.48% Reduced
2670
WEG
World Equity Group
Illinois
$34.9M -$1.3M 7 7.82% Reduced
2671
TCOTS
Trust Company of the South
North Carolina
$34.9M -$440K 5 4.92% Reduced
2672
MAM
McLean Asset Management
Virginia
$34.9M -$1.72M 7 4.62% Reduced
2673
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$34.9M -$163K 18 1.9% Reduced
2674
SCGDR
Sharp Capital Gestora de Recursos
Brazil
$34.9M -$1.75M 1 24.19% Reduced
2675
CAC
Core Alternative Capital
Georgia
$34.8M -$5.02M 5 10.43% Reduced