← 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
576
SI
Standard Investments
New York
$333M +$151M 1 8.49% Increased
577
VIP
Vantage Investment Partners
Missouri
$332M -$88.4M 7 16.98% Reduced
578
Erste Asset Management
Erste Asset Management
Austria
$331M +$3.33M 13 5.96% Increased
579
Phoenix Financial
Phoenix Financial
Israel
$331M +$16.7M 12 5.45% Increased
580
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$329M -$56.8M 2 2.83% Reduced
581
AKO Capital
AKO Capital
United Kingdom
$328M -$173M 1 3.19% Reduced
582
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$327M +$320M 76 2.3% New
583
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$326M +$17.8M 45 11.75% Increased
584
Country Trust Bank
Country Trust Bank
Illinois
$324M -$27.4M 10 8.78% Reduced
585
ACM
Argent Capital Management
Missouri
$323M +$32.6M 6 9.35% Increased
586
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$323M -$8.72M 23 7.02% Reduced
587
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$323M +$4.24M 20 7.15% Increased
588
NSLI
Nan Shan Life Insurance
Taiwan
$323M +$21.8M 5 4.89% Increased
589
Nicholas Company
Nicholas Company
Wisconsin
$322M +$5.41M 7 5.25% Increased
590
EP Wealth Advisors
EP Wealth Advisors
California
$322M +$24.8M 7 7.62% Increased
591
KIA
KCM Investment Advisors
California
$322M +$2.52M 4 11.21% Increased
592
SM
Senvest Management
New York
$322M +$119M 5 9.06% Increased
593
CIP
Champlain Investment Partners
Vermont
$321M +$44.8M 5 1.45% Increased
594
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$321M -$3.52M 9 6.06% Reduced
595
Soros Fund Management
Soros Fund Management
New York
$320M -$98.3M 3 4.38% Reduced
596
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$319M -$8.28M 30 1.24% Reduced
597
Dorsal Capital Management
Dorsal Capital Management
California
$317M +$139M 2 18.22% Increased
598
ACM
Atlanta Capital Management
Georgia
$317M +$6.29M 2 1.07% Increased
599
CCM
Candlestick Capital Management
Connecticut
$317M +$202M 7 4.68% Increased
600
Waverton Investment Management
Waverton Investment Management
United Kingdom
$316M +$31.5M 3 10.04% Increased