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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
3176
ZEP
Zeno Equity Partners
United Kingdom
$25.5M -$8.64M 1 9.48% Reduced
3177
EA
Ellsworth Advisors
Ohio
$25.5M +$9.26K 5 4.19% Increased
3178
UBG
United Bank (Georgia)
Georgia
$25.4M +$12.2K 3 7.74% Increased
3179
DIM
DLK Investment Management
California
$25.4M +$5.91M 5 10.81% Increased
3180
CRI
Colonial River Investments
Virginia
$25.4M -$1.5M 5 7.23% Reduced
3181
WC
Westhampton Capital
North Carolina
$25.4M +$338K 3 10.54% Increased
3182
CTFG
Capstone Triton Financial Group
Oklahoma
$25.4M +$26.1M 4 14.62% New
3183
LWP
LFG Wealth Partners
Kentucky
$25.4M +$3.71M 4 11.9% Increased
3184
OW
Olistico Wealth
Oklahoma
$25.3M +$3.86K 5 10.82% Increased
3185
PGAM
Princeton Global Asset Management
New Jersey
$25.3M -$155K 14 3.63% Reduced
3186
SJIM
St. Johns Investment Management
Florida
$25.3M -$213K 5 9.56% Reduced
3187
PSP
Principal Street Partners
Tennessee
$25.3M +$24.5K 3 3.7% Increased
3188
SAM
Sagewood Asset Management
New York
$25.3M +$3.16M 6 5.72% Increased
3189
OGC
Oak Grove Capital
New Hampshire
$25.3M +$7.83M 2 1.2% Increased
3190
CSB
City State Bank
Iowa
$25.3M +$49.4K 14 5.79% Increased
3191
PAS
PKS Advisory Services
New York
$25.3M +$2.12M 4 4.03% Increased
3192
SFG
Sage Financial Group
Pennsylvania
$25.2M +$24.7M 1 1.4% Increased
3193
RSS
Rosenblum Silverman Sutton
California
$25.2M -$4.33M 2 6.06% Reduced
3194
WFG
Wills Financial Group
Virginia
$25.2M -$41.9K 2 9.17% Reduced
3195
HFS
Haverford Financial Services
Pennsylvania
$25.2M -$186K 1 7.42% Reduced
3196
TWM
Tanager Wealth Management
United Kingdom
$25.2M -$3.7M 4 2.19% Reduced
3197
GWAG
Garrett Wealth Advisory Group
Texas
$25.2M -$193K 4 3.87% Reduced
3198
MWPCG
Measured Wealth Private Client Group
New Hampshire
$25.1M -$1.03M 11 6.07% Reduced
3199
KCP
Kera Capital Partners
California
$25.1M +$44.6K 13 2.41% Increased
3200
TLP
Trinity Legacy Partners
Texas
$25.1M -$381K 3 5.02% Reduced