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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
1001
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$202M -$610K 4 12.25% Reduced
1002
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$202M +$27.2M 12 3.62% Increased
1003
James Hambro & Partners
James Hambro & Partners
United Kingdom
$201M -$16.7M 5 7.28% Reduced
1004
Trillium Asset Management
Trillium Asset Management
Massachusetts
$201M -$71.8M 7 6.19% Reduced
1005
Harbour Investments
Harbour Investments
Wisconsin
$200M -$2.81M 53 2.69% Reduced
1006
Avala Global
Avala Global
New York
$200M -$187M 1 7.36% Reduced
1007
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$199M +$1.88M 8 6.73% Increased
1008
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$199M +$3.43M 2 10.42% Increased
1009
Bienville Capital Management
Bienville Capital Management
New York
$199M +$48.5M 9 26.53% Increased
1010
CreativeOne Wealth
CreativeOne Wealth
Kansas
$199M -$24.7M 12 4.29% Reduced
1011
Sterling Capital Management
Sterling Capital Management
North Carolina
$198M -$61.6M 67 3.35% Reduced
1012
Patient Capital Management
Patient Capital Management
Maryland
$197M +$6.04M 2 6.47% Increased
1013
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$197M -$10.6M 1 5.31% Reduced
1014
Joel Isaacson & Co
Joel Isaacson & Co
New York
$197M +$2.73M 12 5.7% Increased
1015
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$197M -$4.07M 6 8.54% Reduced
1016
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$197M -$2.34M 14 11.77% Reduced
1017
WWA
WCG Wealth Advisors
Nevada
$196M -$7.08M 7 4.66% Reduced
1018
Insight Holdings Group
Insight Holdings Group
New York
$196M -$127M 4 14.91% Reduced
1019
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$196M +$4.27M 7 5.22% Increased
1020
Sit Investment Associates
Sit Investment Associates
Minnesota
$196M -$9.46M 11 3.7% Reduced
1021
CLC
Charles-Lim Capital
Hong Kong
$195M +$6.59M 2 61.09% Increased
1022
Hood River Capital Management
Hood River Capital Management
Florida
$195M +$60.5M 2 1.41% Increased
1023
Verition Fund Management
Verition Fund Management
Connecticut
$195M +$18.2M 26 0.99% Increased
1024
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$194M +$67.7M 35 3.92% Increased
1025
Howard Capital Management
Howard Capital Management
Georgia
$194M +$59M 12 2.31% Increased