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 | |
|---|---|---|---|---|---|---|---|
| 1126 |
Neville Rodie & Shaw
New York
| $160M | -$1.19M | 5 | 10.38% | Reduced |
|
| 1127 |
Arvest Bank Trust Division
Dewey,
Oklahoma
| $160M | +$1.9M | 4 | 7.81% | Increased |
|
| 1128 |
TritonPoint Partners
Chevy Chase,
Maryland
| $160M | +$143M | 9 | 13.31% | Increased |
|
| 1129 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $160M | $0 | 4 | 3.9% | Maintained |
|
| 1130 |
OC
Oakmont Corp
Los Angeles,
California
| $160M | -$21.3M | 3 | 31.87% | Reduced |
|
| 1131 |
Clearline Capital
New York
| $160M | +$69.3M | 4 | 9.54% | Increased |
|
| 1132 |
North Star Asset Management
Neenah,
Wisconsin
| $160M | -$1.39M | 7 | 6.29% | Reduced |
|
| 1133 |
Heritage Wealth Advisors
Richmond,
Virginia
| $160M | -$2.63M | 14 | 5.48% | Reduced |
|
| 1134 |
DNCA Finance
Paris,
France
| $160M | -$6.98M | 5 | 7.73% | Reduced |
|
| 1135 |
AA
Ancient Art
Austin,
Texas
| $160M | +$61.3M | 3 | 32.6% | Increased |
|
| 1136 |
Transcend Capital Advisors
Madison,
New Jersey
| $159M | +$7.99M | 15 | 10.76% | Increased |
|
| 1137 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
| $159M | +$2.94M | 12 | 6.84% | Increased |
|
| 1138 |
Purpose Unlimited Inc
Toronto,
| $159M | -$12.8M | 16 | 6.08% | Reduced |
|
| 1139 |
PHM
Prospect Hill Management
Short Hills,
New Jersey
| $159M | +$117K | 2 | 61.73% | Increased |
|
| 1140 |
Washington Trust Advisors
Wellesley,
Massachusetts
| $159M | -$10.3M | 13 | 11.79% | Reduced |
|
| 1141 |
Marathon Asset Management (UK)
London,
United Kingdom
| $159M | -$55.1M | 3 | 6.45% | Reduced |
|
| 1142 |
Roundview Capital
Princeton,
New Jersey
| $159M | +$1.18M | 8 | 8.68% | Increased |
|
| 1143 |
NFP
Narus Financial Partners
Salt Lake City,
Utah
| $159M | -$2.44M | 3 | 40.76% | Reduced |
|
| 1144 |
Tamar Securities
Woodland Hills,
California
| $158M | +$10.1M | 6 | 14.8% | Increased |
|
| 1145 |
TFP
Triple Frond Partners
San Francisco,
California
| $158M | +$38M | 2 | 14.14% | Increased |
|
| 1146 |
TLA
Tree Line Advisors
Central,
Hong Kong
| $158M | +$10.8M | 2 | 44.95% | Increased |
|
| 1147 |
BBR Partners
New York
| $158M | -$2.41M | 9 | 7.39% | Reduced |
|
| 1148 |
Oak Associates
Akron,
Ohio
| $157M | -$489K | 4 | 8.81% | Reduced |
|
| 1149 |
Burney Company
Reston,
Virginia
| $157M | +$19.4M | 6 | 4.24% | Increased |
|
| 1150 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| $157M | -$5.56M | 11 | 7.05% | Reduced |
|