← 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
601
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$390M +$15.6M 19 5.27% Increased
602
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$390M -$24.3M 13 11.42% Reduced
603
Abrams Capital Management
Abrams Capital Management
Massachusetts
$390M $0 1 6.38% Maintained
604
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$390M +$43.8M 24 3.91% Increased
605
TA
Trivest Advisors
Hong Kong
$389M -$252M 3 15.11% Reduced
606
Silvercrest Asset Management
Silvercrest Asset Management
New York
$385M +$19.4M 18 2.59% Increased
607
BCP
BSN Capital Partners
United Kingdom
$384M -$336M 2 30.14% Reduced
608
SEP
Soma Equity Partners
California
$384M +$18.1M 4 19.04% Increased
609
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$383M -$1.29M 19 11.04% Reduced
610
PointState Capital
PointState Capital
New York
$382M -$149M 3 5.82% Reduced
611
Engineers Gate Manager
Engineers Gate Manager
New York
$382M +$137M 66 4.75% Increased
612
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$380M +$6.95M 12 8.41% Increased
613
Merit Financial Group
Merit Financial Group
Georgia
$378M +$38.2M 25 4.22% Increased
614
R.M. Davis Inc
R.M. Davis Inc
Maine
$376M +$6.64M 4 6.97% Increased
615
Advisors Capital Management
Advisors Capital Management
New Jersey
$375M -$21.2M 11 5.14% Reduced
616
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$373M -$6.18M 13 11.4% Reduced
617
ACM
Argent Capital Management
Missouri
$372M -$50.4M 4 10.65% Reduced
618
NI
NetEase Inc
China
$372M +$373M 1 93.72% New
619
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$371M -$91.4M 16 4.93% Reduced
620
Clearstead Advisors
Clearstead Advisors
Ohio
$371M +$10.7M 57 5.21% Increased
621
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$369M -$5.02M 13 11.75% Reduced
622
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$368M +$7.49M 20 1.35% Increased
623
Nicholas Company
Nicholas Company
Wisconsin
$367M -$57.3M 6 6.14% Reduced
624
Hancock Whitney
Hancock Whitney
Mississippi
$366M +$66.7M 10 7% Increased
625
IHG
Insight Holdings Group
New York
$366M -$13.7M 2 15.31% Reduced