← All themes

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
2826
QFA
Quattro Financial Advisors
Texas
$31.6M +$3.27M 3 6.75% Increased
2827
BCM
Bourgeon Capital Management
Connecticut
$31.6M -$1.9M 3 4.65% Reduced
2828
GD
Grandfield & Dodd
New York
$31.5M -$128K 4 1.65% Reduced
2829
WCM
Weaver Capital Management
Georgia
$31.5M $0 4 6.94% Maintained
2830
CNWM
Clay Northam Wealth Management
California
$31.5M +$59.9K 8 15.47% Increased
2831
RA
Range Advisory
Virginia
$31.4M +$8.3M 6 3.74% Increased
2832
BFC
Bedel Financial Consulting
Indiana
$31.4M +$2.12M 5 2.95% Increased
2833
HWA
HHM Wealth Advisors
Tennessee
$31.4M +$564K 17 3.16% Increased
2834
ACM
Ararat Capital Management
Connecticut
$31.4M +$3.38M 2 14.71% Increased
2835
STP
Science & Technology Partners
New York
$31.4M +$27.5M 2 5.29% Increased
2836
CA
CGN Advisors
Kansas
$31.4M +$951K 4 2.29% Increased
2837
SFA
Souders Financial Advisors
Ohio
$31.4M +$789K 7 3.15% Increased
2838
BAM
BCV Asset Management
$31.3M +$3.55M 2 0.95% Increased
2839
SP
Saranac Partners
$31.3M +$4.06M 7 9.14% Increased
2840
AC
AlpenGlobal Capital
California
$31.3M -$972K 5 20.1% Reduced
2841
SFS
Summit Financial Strategies
Ohio
$31.3M -$267K 3 2.2% Reduced
2842
EAM
Exane Asset Management
France
$31.3M -$35.4M 3 11.31% Reduced
2843
NEWAS
N.E.W. Advisory Services
Wisconsin
$31.3M +$1.55M 23 2.09% Increased
2844
DQRIM
Dale Q Rice Investment Management
Washington
$31.3M -$691K 2 16.95% Reduced
2845
CIM
Contravisory Investment Management
Massachusetts
$31.3M -$577K 9 5.52% Reduced
2846
BCM
Buckhead Capital Management
Georgia
$31.2M +$823K 6 10.72% Increased
2847
BL
BCWM LLC
Kansas
$31.2M -$5.78M 4 9.14% Reduced
2848
TCOO
Trust Company of Oklahoma
Oklahoma
$31.2M +$148K 3 8.02% Increased
2849
RE
Rydar Equities
Texas
$31.2M +$3.19M 6 17.57% Increased
2850
ACP
Albar Capital Partners
United Kingdom
$31.2M +$11.7M 1 4.07% Increased