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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
3451
LC
Legacy CG
Texas
$21.6M -$5.5M 3 5.53% Reduced
3452
SC
Sawyer & Company
Massachusetts
$21.6M -$963K 5 7.25% Reduced
3453
WCAMG
Woodard & Company Asset Management Group
North Carolina
$21.6M +$369K 4 3.11% Increased
3454
CWP
Curated Wealth Partners
California
$21.6M +$1.14M 5 2.5% Increased
3455
HC
Headland Capital
South Carolina
$21.5M -$106K 2 5.31% Reduced
3456
BWIA
Bryant Woods Investment Advisors
New York
$21.5M +$103K 2 5.99% Increased
3457
OFA
Oak Family Advisors
Illinois
$21.5M -$3.08M 4 5.5% Reduced
3458
AWCI
Alpine Woods Capital Investors
New York
$21.5M +$1.49M 7 4.68% Increased
3459
KIM
Kurv Investment Management
California
$21.5M +$1.01M 4 12.96% Increased
3460
WWM
WT Wealth Management
Arizona
$21.5M -$5.17M 4 5.96% Reduced
3461
TIA
Tiemann Investment Advisors
California
$21.5M -$1.16M 4 7.79% Reduced
3462
GAM
Gemmer Asset Management
California
$21.5M +$114K 4 1.44% Increased
3463
OWMIAS
One Wealth Management Investment & Advisory Services
Florida
$21.5M -$1.41M 3 22.56% Reduced
3464
SNPAM
St. Nicholas Private Asset Management
Florida
$21.5M -$127K 2 18.74% Reduced
3465
PFSC
Peoples Financial Services Corp
Pennsylvania
$21.5M -$211K 5 9.28% Reduced
3466
LFS
Leibman Financial Services
Nebraska
$21.5M +$2.24M 7 14.27% Increased
3467
GAG
Goodman Advisory Group
Massachusetts
$21.5M +$1.98M 3 4.93% Increased
3468
SWMP
Signature Wealth Management Partners
New Jersey
$21.4M +$156K 4 10% Increased
3469
IC
IKE Capital
New York
$21.4M -$1.3M 6 11.27% Reduced
3470
WG
Warner Group
Connecticut
$21.4M +$10.6M 4 5.28% Increased
3471
RIM
Ranger Investment Management
Texas
$21.4M +$18.3M 2 1.35% New
3472
TC
TAGStone Capital
North Carolina
$21.4M +$705K 4 6.8% Increased
3473
VCP
Varenne Capital Partners
France
$21.4M +$13.9M 2 3.54% Increased
3474
AI
Arvest Investments
Arkansas
$21.4M +$602K 4 2.58% Increased
3475
KFA
Kapstone Financial Advisors
Ohio
$21.4M -$473K 4 8.94% Reduced