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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
2951
OSNBOA
Old Second National Bank of Aurora
Illinois
$29.3M -$771K 6 5.53% Reduced
2952
LFP
Leeward Financial Partners
Washington
$29.3M -$459K 3 7.69% Reduced
2953
NONA
Ninety One North America
New York
$29.3M +$2.3M 3 1.37% Increased
2954
FIM
Fruth Investment Management
Texas
$29.3M -$408K 3 6.96% Reduced
2955
PNFS
PW Nova Financial Services
Pennsylvania
$29.3M +$150K 5 6.27% Increased
2956
FPW
Fairvoy Private Wealth
Alabama
$29.3M -$811K 5 5.91% Reduced
2957
JSAM
J. Safra Asset Management
New York
$29.2M -$4.52M 17 1.34% Reduced
2958
FMN
Financial Management Network
California
$29.2M -$159K 3 4.19% Reduced
2959
IA
IFC Advisors
California
$29.1M -$461K 3 3.7% Reduced
2960
TC
TFR Capital
Texas
$29.1M +$130K 4 8.19% Increased
2961
PFG
Prosperity Financial Group
California
$29.1M +$113K 5 9.02% Increased
2962
FC
Fusion Capital
South Carolina
$29.1M +$290K 4 6.75% Increased
2963
NFG
Northbridge Financial Group
Florida
$29M +$877K 6 11.14% Increased
2964
GCM
Gables Capital Management
Florida
$29M +$802K 9 10.49% Increased
2965
ATFA
All Terrain Financial Advisors
Minnesota
$29M -$196K 5 4.71% Reduced
2966
FFA
Fairfield Financial Advisors
Massachusetts
$29M -$497K 3 11.41% Reduced
2967
QF
QVT Financial
New York
$28.9M -$2.24M 2 1.7% Reduced
2968
GIM
Guardian Investment Management
California
$28.9M -$454K 4 18.68% Reduced
2969
RAM
Riggs Asset Management
Pennsylvania
$28.9M -$450K 4 5.16% Reduced
2970
PS
Pennant Select
New Jersey
$28.9M $0 1 12.85% Maintained
2971
ADEF
ABS Direct Equity Fund
Connecticut
$28.9M +$1.17M 7 18.15% Increased
2972
AIM
ABS Investment Management
Connecticut
$28.9M +$20.4M 7 18.15% New
2973
DM
Diversified Management
Wisconsin
$28.9M -$3.14M 5 6.17% Reduced
2974
TFGT
TS Financial Group (TSFG)
Illinois
$28.9M +$342K 19 3.64% Increased
2975
BWA
Blodgett Wealth Advisors
California
$28.9M +$163K 5 19.35% Increased