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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
1176
Blue Grotto Capital
Blue Grotto Capital
Georgia
$150M +$79.5M 3 12.49% Increased
1177
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$150M -$4.07M 7 8.81% Reduced
1178
GC Wealth Management RIA
GC Wealth Management RIA
Massachusetts
$149M -$49.7M 12 8.62% Reduced
1179
Keating Financial Advisory Services
Keating Financial Advisory Services
Kansas
$149M +$906K 39 19.66% Increased
1180
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$149M +$953K 5 4% Increased
1181
Alta Capital Management
Alta Capital Management
Utah
$149M -$28.9M 4 11.1% Reduced
1182
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$149M +$1.83M 12 6% Increased
1183
Renaissance Group
Renaissance Group
Kentucky
$149M -$14.5M 6 6.03% Reduced
1184
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$148M -$11.3K 13 10.32% Reduced
1185
NFJ Investment Group
NFJ Investment Group
Texas
$148M +$117M 7 5.02% Increased
1186
Manchester Global Management
Manchester Global Management
United Kingdom
$148M +$3.81M 2 16.36% Increased
1187
TritonPoint Wealth
TritonPoint Wealth
Maryland
$148M -$2.77M 7 14.55% Reduced
1188
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$148M +$6.78M 22 4.54% Increased
1189
Empire Life Investments
Empire Life Investments
Ontario, Canada
$147M -$8.72M 3 8.23% Reduced
1190
NM
NWI Management
New York
$147M +$77M 4 6.83% Increased
1191
VR Advisory Services
VR Advisory Services
Cayman Islands
$147M +$5.75M 2 13.07% Increased
1192
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$147M -$13.8M 7 7.31% Reduced
1193
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$147M -$12.1M 7 5.02% Reduced
1194
Catalyst Funds Management
Catalyst Funds Management
Australia
$147M +$109M 25 8.25% Increased
1195
Manchester Capital Management
Manchester Capital Management
Vermont
$147M +$8.57M 27 19.08% Increased
1196
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$146M +$3.86M 13 5.22% Increased
1197
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$145M -$651K 7 8.4% Reduced
1198
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$145M +$2.13M 4 7.67% Increased
1199
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$145M -$22.8M 4 11.52% Reduced
1200
CFA
Churchill Financial Advisors
Kentucky
$145M +$56.4K 4 27.9% Increased