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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
1651
M
MOTCO
Texas
$83.6M +$11.5M 14 7.16% Increased
1652
Segment Wealth Management
Segment Wealth Management
Texas
$83.5M +$514K 6 4.33% Increased
1653
Evolve Private Wealth
Evolve Private Wealth
California
$83.4M -$54.3M 19 5.1% Reduced
1654
American Assets Investment Management
American Assets Investment Management
California
$83M $0 4 5.03% Maintained
1655
CRB
Chad R. Baker
$82.8M -$7.09M 3 13.36% Reduced
1656
WP
Wedgewood Partners
Missouri
$82.7M +$7.16M 3 17.08% Increased
1657
MLFP
MPS Loria Financial Planners
Illinois
$82.7M -$880K 3 19% Reduced
1658
Zevin Asset Management
Zevin Asset Management
Massachusetts
$82.6M -$7.32M 5 11.59% Reduced
1659
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$82.5M -$1.18M 6 14.88% Reduced
1660
3CP
3G Capital Partners
New York
$82.4M -$35.5M 4 22.07% Reduced
1661
Trifecta Capital Advisors
Trifecta Capital Advisors
Illinois
$82.3M +$1.96M 11 10.6% Increased
1662
Valmark Advisers
Valmark Advisers
Ohio
$82.2M +$62.3K 7 0.87% Increased
1663
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$82.2M -$1.79M 3 14.79% Reduced
1664
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$82.1M $0 2 27.68% Maintained
1665
Fortis Capital Management
Fortis Capital Management
Washington
$82.1M +$6.98M 6 9.18% Increased
1666
Compass Capital Management
Compass Capital Management
Minnesota
$82M -$3.06M 3 4.94% Reduced
1667
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$81.9M -$2.65M 6 1.37% Reduced
1668
J. Stern & Co
J. Stern & Co
United Kingdom
$81.8M -$1.27M 1 7.72% Reduced
1669
Woodstock Corp
Woodstock Corp
Massachusetts
$81.7M -$149K 7 6.78% Reduced
1670
IG
Ithaka Group
Virginia
$81.4M -$5.48M 5 14.77% Reduced
1671
Morningstar Investment Management
Morningstar Investment Management
Illinois
$81.3M $0 6 5.01% Maintained
1672
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.3M -$2.78M 17 2.67% Reduced
1673
WPW
Warther Private Wealth
Ohio
$81.3M -$3.85M 5 17.82% Reduced
1674
UM
Ulysses Management
New York
$81.1M -$8.44M 3 16.04% Reduced
1675
GW&K Investment Management
GW&K Investment Management
Massachusetts
$81.1M -$962K 22 0.63% Reduced