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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
1676
Private Capital Management (Florida)
Private Capital Management (Florida)
Florida
$80.9M +$3.49M 4 7.12% Increased
1677
Needham Investment Management
Needham Investment Management
New York
$80.9M +$4.61M 5 2.43% Increased
1678
NBC Securities
NBC Securities
Alabama
$80.9M -$331K 21 5.48% Reduced
1679
Synergy Asset Management
Synergy Asset Management
Washington
$80.7M -$362K 3 7.61% Reduced
1680
MADR
Milestones Administradora de Recursos
Brazil
$80.7M +$30.1M 2 15.59% Increased
1681
BZWA
Blue Zone Wealth Advisors
California
$80.7M +$2M 6 14.08% Increased
1682
Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne
Poland
$80.6M +$17M 2 12.77% Increased
1683
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$80.6M +$3.07M 11 4.97% Increased
1684
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
$80.5M +$19.3M 4 6.81% Increased
1685
Clough Capital Partners
Clough Capital Partners
Massachusetts
$80.5M -$39.6M 5 6.55% Reduced
1686
Ascent Wealth Partners
Ascent Wealth Partners
New York
$80.3M +$3.22M 5 8.03% Increased
1687
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$80.3M +$12.6M 7 6.33% Increased
1688
Meiji Yasuda America
Meiji Yasuda America
New York
$80.3M +$16.3M 4 13.44% Increased
1689
TSM
Two Star Manager
Florida
$80.2M -$844K 3 32.48% Reduced
1690
Shufro Rose & Co
Shufro Rose & Co
New York
$80.1M +$1.12M 6 4.6% Increased
1691
Avior Wealth Management
Avior Wealth Management
Nebraska
$80.1M -$9.8M 10 2.11% Reduced
1692
DSG Capital Advisors
DSG Capital Advisors
Minnesota
$80M +$1.11M 5 11.37% Increased
1693
GLOBALT Investments
GLOBALT Investments
Georgia
$79.7M -$1.5M 5 2.69% Reduced
1694
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$79.6M +$3.15M 21 4.93% Increased
1695
Marietta Wealth Management
Marietta Wealth Management
Georgia
$79.6M +$1.12M 5 8.2% Increased
1696
Willis Investment Counsel
Willis Investment Counsel
Georgia
$79.5M +$9.43M 6 3.79% Increased
1697
Luxor Capital Group
Luxor Capital Group
New York
$79.5M +$1.89M 4 3.16% Increased
1698
TimesSquare Capital Management
TimesSquare Capital Management
New York
$79.5M -$32.5M 2 1.17% Reduced
1699
Weitz Investment Management
Weitz Investment Management
Nebraska
$79.4M -$2.43M 3 5.5% Reduced
1700
Portolan Capital Management
Portolan Capital Management
Massachusetts
$79.4M +$1.51M 8 2.97% Increased