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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
1376
SCI
S&CO Inc
Massachusetts
$115M -$132K 6 6.65% Reduced
1377
RNC Capital Management
RNC Capital Management
California
$115M -$1.79M 6 4.74% Reduced
1378
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$115M -$2.36M 8 7.14% Reduced
1379
ARS Wealth Advisors Group
ARS Wealth Advisors Group
Florida
$115M +$874K 4 8.98% Increased
1380
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$115M -$866K 3 7.37% Reduced
1381
RBF Capital
RBF Capital
California
$114M +$4.55M 17 4.75% Increased
1382
YCG LLC
YCG LLC
Texas
$114M +$4.11M 3 10.05% Increased
1383
ANHIM
Alan N. Hoffman Investment Management
Massachusetts
$114M -$680K 2 67.24% Reduced
1384
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$113M -$29.3M 98 3.82% Reduced
1385
Dock Street Asset Management
Dock Street Asset Management
Florida
$113M +$3.23M 4 10.48% Increased
1386
Corda Investment Management
Corda Investment Management
Texas
$113M +$6.26M 4 6.94% Increased
1387
KLCM Advisors
KLCM Advisors
Wisconsin
$113M -$2.43M 6 8.9% Reduced
1388
Caption Management
Caption Management
Oklahoma
$113M -$60.6M 10 0.53% Reduced
1389
Fiduciary Group
Fiduciary Group
Georgia
$113M +$820K 5 8.86% Increased
1390
Connors Investor Services
Connors Investor Services
Pennsylvania
$113M -$5.43M 4 9.75% Reduced
1391
Vancity Investment Management
Vancity Investment Management
British Columbia, Canada
$113M -$3.77M 5 16.88% Reduced
1392
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$113M -$4.12M 6 17.33% Reduced
1393
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$112M +$3.97M 19 5.71% Increased
1394
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$112M -$6.34M 8 8.16% Reduced
1395
Wahed Invest
Wahed Invest
New York
$112M -$9.8M 12 11.72% Reduced
1396
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$112M -$898K 5 7.14% Reduced
1397
PC
Prevatt Capital
Bahamas
$111M +$7.76M 2 24.17% Increased
1398
Granite Investment Partners
Granite Investment Partners
California
$111M -$884K 7 5.71% Reduced
1399
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$111M +$10.5M 3 15.49% Increased
1400
Simplicity Wealth
Simplicity Wealth
New Jersey
$111M +$53M 14 3.74% Increased