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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
1051
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management
Massachusetts
$184M -$12.3M 5 8.15% Reduced
1052
Park National Corp
Park National Corp
Ohio
$184M -$3.87M 5 5.15% Reduced
1053
Algert Global
Algert Global
California
$184M +$5.84M 32 2.18% Increased
1054
Private Wealth Partners
Private Wealth Partners
California
$183M -$9.7M 5 13.06% Reduced
1055
Thomasville National Bank
Thomasville National Bank
Georgia
$182M +$187M 5 10.01% New
1056
GIP
Gavilan Investment Partners
California
$181M -$5.52M 6 44.14% Reduced
1057
United Asset Strategies
United Asset Strategies
New York
$181M +$33.3M 7 12.78% Increased
1058
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$180M -$16.3M 12 3.43% Reduced
1059
Univest Financial
Univest Financial
Pennsylvania
$180M +$3.07M 6 8.84% Increased
1060
Keystone Investors
Keystone Investors
Singapore
$180M +$192M 3 9.63% New
1061
ASI
All-Stars Investment
Hong Kong
$180M +$433K 3 90.18% Increased
1062
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$179M -$1.59M 12 5.08% Reduced
1063
WM
WestCap Management
California
$179M -$133M 1 91.88% Reduced
1064
Avenir Corporation
Avenir Corporation
Virginia
$179M -$8.51M 4 21.82% Reduced
1065
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$179M +$11.8K 4 11.69% Increased
1066
China Universal Asset Management Company
China Universal Asset Management Company
China
$178M +$18.6M 12 10.65% Increased
1067
Focus Financial Network
Focus Financial Network
Minnesota
$178M -$3.67M 10 5.51% Reduced
1068
Park West Asset Management
Park West Asset Management
California
$177M -$7.69M 5 12.09% Reduced
1069
Cantor Fitzgerald
Cantor Fitzgerald
New York
$177M +$38.3M 8 1.9% Increased
1070
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$177M +$1.7M 5 9.32% Increased
1071
MPM
MBB Public Markets
Illinois
$175M +$13.6M 1 18.93% Increased
1072
SM
Selkirk Management
New Jersey
$175M -$25.9M 3 54.6% Reduced
1073
GW Henssler & Associates
GW Henssler & Associates
Georgia
$175M +$1.76M 7 7.77% Increased
1074
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$175M -$18.8M 12 8.03% Reduced
1075
Grimes & Company
Grimes & Company
Massachusetts
$174M +$1.85M 4 3.77% Increased