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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
1276
LVM Capital Management
LVM Capital Management
Michigan
$130M -$466K 4 10.88% Reduced
1277
Aquatic Capital Management
Aquatic Capital Management
Illinois
$130M +$89.8M 39 4.45% Increased
1278
Certuity
Certuity
Florida
$130M +$26.1M 18 6.39% Increased
1279
Scharf Investments
Scharf Investments
California
$130M +$125M 6 4.28% Increased
1280
Oak Ridge Investments
Oak Ridge Investments
Illinois
$129M -$147M 3 7.28% Reduced
1281
CTEF
Capital Today Evergreen Fund
Cayman Islands
$129M $0 2 99.29% Maintained
1282
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$128M -$215K 8 7.61% Reduced
1283
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$128M +$16M 6 4.15% Increased
1284
WCM
Woodson Capital Management
Connecticut
$128M -$15.3M 6 21.46% Reduced
1285
HOWA
Heritage Oak Wealth Advisors
Florida
$128M -$1.89M 3 37.63% Reduced
1286
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$128M +$18.1M 4 6.99% Increased
1287
Ranmore Fund Management
Ranmore Fund Management
United Kingdom
$128M +$82.7M 3 14.14% Increased
1288
Senvest Management
Senvest Management
New York
$128M +$7.51M 3 3.74% Increased
1289
First Horizon Corporation
First Horizon Corporation
Tennessee
$127M -$5.48M 30 4.9% Reduced
1290
WA
Wealth Alliance
New York
$127M +$6.83M 12 10.65% Increased
1291
Armistice Capital
Armistice Capital
New York
$127M +$6.48M 10 1.56% Increased
1292
Dorsey Asset Management
Dorsey Asset Management
Illinois
$127M +$49.3M 1 8.14% Increased
1293
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$127M -$4.8M 10 7.81% Reduced
1294
NBT Bank
NBT Bank
New York
$127M -$6.23M 18 8.39% Reduced
1295
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$126M +$15.9M 11 7.28% Increased
1296
Middleton & Co
Middleton & Co
Massachusetts
$126M -$374K 4 13.4% Reduced
1297
Aviso Financial
Aviso Financial
Ontario, Canada
$126M -$1.17M 9 4.37% Reduced
1298
LS Investment Advisors
LS Investment Advisors
Michigan
$126M -$785K 4 17.01% Reduced
1299
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$125M -$9.6M 5 8.91% Reduced
1300
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$125M +$3.14M 6 5.89% Increased