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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
1101
Cumberland Partners
Cumberland Partners
Ontario, Canada
$168M +$1.84M 4 10.85% Increased
1102
Western Wealth Management
Western Wealth Management
Colorado
$167M +$1.91M 10 5.47% Increased
1103
Savvy Advisors Inc
Savvy Advisors Inc
New York
$167M +$15.9M 14 3.55% Increased
1104
MCI
McDonald Capital Investors
California
$167M -$51.3K 2 12.21% Reduced
1105
HCR Wealth Advisors
HCR Wealth Advisors
California
$167M +$1.61M 5 14.96% Increased
1106
Defiance ETFs
Defiance ETFs
New York
$167M +$101M 7 2.26% Increased
1107
Everence Capital Management
Everence Capital Management
Indiana
$167M +$1.65M 19 8.76% Increased
1108
Greenwood Gearhart
Greenwood Gearhart
Arkansas
$166M +$5.1M 3 7.73% Increased
1109
Senator Investment Group
Senator Investment Group
New York
$166M +$1.54M 2 6.05% Increased
1110
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$166M +$10.5M 15 0.28% Increased
1111
Meeder Asset Management
Meeder Asset Management
Ohio
$166M +$20.2M 23 8.47% Increased
1112
Brandes Investment Partners
Brandes Investment Partners
California
$165M +$42M 3 1.16% Increased
1113
General American Investors
General American Investors
New York
$165M +$4.92M 3 9.77% Increased
1114
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$165M -$428K 10 5.25% Reduced
1115
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$165M -$3.78M 7 10.56% Reduced
1116
JCM
Jag Capital Management
Missouri
$165M +$32.5M 4 15.41% Increased
1117
First Long Island Investors
First Long Island Investors
New York
$164M +$14.3M 4 11.6% Increased
1118
PGGM Investments
PGGM Investments
Netherlands
$164M +$49M 2 4.02% Increased
1119
CCPM
Cooper Creek Partners Management
New York
$163M +$21.7M 5 3.88% Increased
1120
ALPS Advisors
ALPS Advisors
Colorado
$163M +$42.2M 24 0.76% Increased
1121
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$162M +$1.41M 7 6.41% Increased
1122
IAIM
International Assets Investment Management
Florida
$162M -$1.38M 28 9.68% Reduced
1123
First Foundation Advisors
First Foundation Advisors
California
$161M -$21.9M 8 5.79% Reduced
1124
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$161M +$9.25M 23 4.42% Increased
1125
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$161M +$45.2M 5 1.91% Increased