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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
1226
Novare Capital Management
Novare Capital Management
North Carolina
$139M -$1.11M 6 9.84% Reduced
1227
Cambiar Investors
Cambiar Investors
Colorado
$139M +$5.19M 5 6.01% Increased
1228
Narwhal Capital Management
Narwhal Capital Management
Georgia
$138M +$1.14M 4 9.55% Increased
1229
J.M. Forbes & Co
J.M. Forbes & Co
Massachusetts
$138M -$240K 3 10.87% Reduced
1230
Venturi Wealth Management
Venturi Wealth Management
Texas
$138M +$5.4M 17 5.34% Increased
1231
First American Trust
First American Trust
California
$138M -$6.95M 4 8.31% Reduced
1232
AMG National Trust Bank
AMG National Trust Bank
Colorado
$138M -$24M 6 2.83% Reduced
1233
GTS Securities
GTS Securities
Florida
$137M +$33.8M 16 2.89% Increased
1234
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$137M +$118K 5 5.98% Increased
1235
Causeway Capital Management
Causeway Capital Management
California
$137M -$34.8M 5 1.48% Reduced
1236
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$137M +$96.8M 6 4.51% Increased
1237
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
$137M -$29.5M 2 10.78% Reduced
1238
SVB Wealth
SVB Wealth
Massachusetts
$137M -$28.2M 7 8.63% Reduced
1239
Bellecapital
Bellecapital
Switzerland
$137M +$14.8M 8 21.86% Increased
1240
Check Capital Management
Check Capital Management
California
$137M +$64.9M 4 1.82% Increased
1241
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
$136M +$15.2M 1 0.74% New
1242
Private Advisory Group
Private Advisory Group
Washington
$136M +$3.35M 3 7.34% Increased
1243
Boothbay Fund Management
Boothbay Fund Management
New York
$136M -$4.44M 38 1.79% Reduced
1244
Krilogy Financial
Krilogy Financial
Missouri
$136M -$2.37M 19 4.01% Reduced
1245
Rheos Capital Works
Rheos Capital Works
Japan
$136M -$25.1M 5 7.73% Reduced
1246
Winton Group
Winton Group
United Kingdom
$135M +$35M 25 4.36% Increased
1247
Kovack Advisors
Kovack Advisors
Florida
$135M -$6.64M 11 6.47% Reduced
1248
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$134M -$81.6M 17 0.74% Reduced
1249
Belpointe Asset Management
Belpointe Asset Management
Nevada
$134M +$4.84M 14 4.39% Increased
1250
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
$134M -$10.8M 4 5.24% Reduced