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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
1326
GAM Holding
GAM Holding
Switzerland
$122M -$5.34M 14 9.32% Reduced
1327
F1I
Fund 1 Investments
Puerto Rico
$122M -$91.9M 8 20.17% Reduced
1328
Cincinnati Insurance
Cincinnati Insurance
Ohio
$122M $0 1 1.75% Maintained
1329
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$121M -$2.04M 4 5.41% Reduced
1330
Leavell Investment Management
Leavell Investment Management
Alabama
$121M +$1.35M 10 4.43% Increased
1331
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$121M -$918K 5 12.31% Reduced
1332
JWBC
J.W. Burns & Co
New York
$121M -$1.09M 5 12.6% Reduced
1333
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
$121M +$8.48M 14 4.57% Increased
1334
Mather Group
Mather Group
Illinois
$121M +$29.4M 28 1.05% Increased
1335
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
$121M +$62.7M 5 7.66% Increased
1336
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$121M -$852K 3 12.3% Reduced
1337
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
$120M -$3.35M 3 12.26% Reduced
1338
MidFirst Bank
MidFirst Bank
Oklahoma
$120M +$326K 20 8.53% Increased
1339
WBG
Wharton Business Group
Pennsylvania
$120M -$6.99M 2 4.02% Reduced
1340
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$120M +$194K 4 4.4% Increased
1341
F/M Investments
F/M Investments
District of Columbia
$120M +$2M 3 6.1% Increased
1342
Kanawha Capital Management
Kanawha Capital Management
Virginia
$120M +$1.52M 4 7.81% Increased
1343
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$120M -$14.3M 8 6.3% Reduced
1344
Noked Israel
Noked Israel
Israel
$120M +$96.4M 1 12.36% Increased
1345
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
$120M -$11.8K 3 8.23% Reduced
1346
Jacobs & Co
Jacobs & Co
California
$120M -$1.21M 6 10.26% Reduced
1347
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$120M +$5.54M 5 2.37% Increased
1348
ZEGA Investments
ZEGA Investments
Florida
$119M -$5.3M 5 12.28% Reduced
1349
Aviance Capital Partners
Aviance Capital Partners
Florida
$119M +$2.57M 8 12.4% Increased
1350
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$119M -$347K 10 6.38% Reduced