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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
1601
Guyasuta Investment Advisors
Guyasuta Investment Advisors
Pennsylvania
$89.3M +$6.12M 5 4.61% Increased
1602
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$89.2M +$1.2M 8 2.68% Increased
1603
Rehmann Capital Advisory Group
Rehmann Capital Advisory Group
Michigan
$89.2M -$236K 11 4.08% Reduced
1604
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$89.1M +$2.38M 12 3.14% Increased
1605
Perryman Financial Advisory
Perryman Financial Advisory
Texas
$89.1M +$1.63M 7 11.86% Increased
1606
Barings
Barings
North Carolina
$89.1M -$1.51M 8 1.58% Reduced
1607
Elyxium Wealth
Elyxium Wealth
California
$88.9M +$54M 8 9.34% Increased
1608
Proficio Capital Partners
Proficio Capital Partners
Massachusetts
$88.8M +$37.1M 14 3.19% Increased
1609
Falcon Wealth Planning
Falcon Wealth Planning
California
$88.7M -$1.12M 3 5.6% Reduced
1610
Ledyard National Bank
Ledyard National Bank
$88.6M -$3.26M 4 7.1% Reduced
1611
LCM
Lionstone Capital Management
New York
$88.6M $0 2 20.36% Maintained
1612
Stratos Investment Management
Stratos Investment Management
Ohio
$88M +$322K 4 3.18% Increased
1613
Schnieders Capital Management
Schnieders Capital Management
California
$87.8M +$7.7M 6 11.53% Increased
1614
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$87.6M -$1.6M 6 10.41% Reduced
1615
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
$87.6M -$2.41M 4 7.91% Reduced
1616
Hodges Capital Management
Hodges Capital Management
Texas
$87.6M +$8.59M 6 5.8% Increased
1617
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$87.6M -$339K 6 1.66% Reduced
1618
Evanson Financial
Evanson Financial
Virginia
$87.2M +$86.9M 5 4.27% New
1619
Richard C. Young & Co
Richard C. Young & Co
Rhode Island
$86.5M +$89.2K 3 6.38% Increased
1620
Sargent Investment Group
Sargent Investment Group
Maryland
$86.4M +$1.92M 6 10.39% Increased
1621
Suncoast Equity Management
Suncoast Equity Management
Florida
$86.2M -$13.8M 3 10.8% Reduced
1622
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$86.1M +$615K 45 5.87% Increased
1623
Cooper Financial Group
Cooper Financial Group
California
$86.1M +$641K 7 7.14% Increased
1624
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$86M -$1.05M 5 5.1% Reduced
1625
MWM
Mindset Wealth Management
Indiana
$85.9M +$12.1M 8 16.55% Increased