← All themes

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
1726
HCM
Horiko Capital Management
New York
$77.1M -$9.02M 2 13.58% Reduced
1727
ETFISA
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.
$76.9M +$167M 5 19.25% Increased
1728
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$76.9M +$4.83M 8 4.77% Increased
1729
Inscription Capital
Inscription Capital
Texas
$76.8M +$7.9M 17 6.81% Increased
1730
Edge Wealth Management
Edge Wealth Management
New York
$76.8M -$108K 4 12.93% Reduced
1731
Bank of Hawaii
Bank of Hawaii
Hawaii
$76.7M -$2.42M 6 3.78% Reduced
1732
Blue Trust Inc
Blue Trust Inc
Georgia
$76.6M -$3.76M 46 0.8% Reduced
1733
Matrix Asset Advisors
Matrix Asset Advisors
New York
$76.5M -$714K 4 6.22% Reduced
1734
JB Capital
JB Capital
Connecticut
$76.3M +$2.51M 6 2.64% Increased
1735
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$76.2M -$37.3M 4 6.91% Reduced
1736
RPGK
Retirement Planning Group (Kansas)
Kansas
$76.1M +$131K 7 1.93% Increased
1737
GHP Investment Advisors
GHP Investment Advisors
Colorado
$76.1M +$450K 25 2.8% Increased
1738
Landscape Capital Management
Landscape Capital Management
New Jersey
$76.1M -$29.7M 24 4.94% Reduced
1739
Cigna Investments
Cigna Investments
Connecticut
$75.9M -$200K 19 9.83% Reduced
1740
Kintegral Advisory
Kintegral Advisory
New York
$75.9M $0 6 6.15% Maintained
1741
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
$75.7M -$9.9M 6 2.59% Reduced
1742
PFM
Privium Fund Management
Netherlands
$75.6M -$11.9M 2 13.89% Reduced
1743
Occidental Asset Management
Occidental Asset Management
California
$75.6M +$2.34M 4 7.5% Increased
1744
Goelzer Investment Management
Goelzer Investment Management
Indiana
$75.6M -$5.55M 6 3.29% Reduced
1745
Hollencrest Capital Management
Hollencrest Capital Management
California
$75.4M -$286M 16 4.91% Reduced
1746
Linscomb Wealth
Linscomb Wealth
Texas
$75.3M -$7.93M 6 3.26% Reduced
1747
Evergreen Wealth Solutions
Evergreen Wealth Solutions
Pennsylvania
$75.3M +$12.7M 5 3.94% Increased
1748
DA
Dash Acquisitions
California
$75M -$1.19M 5 15.19% Reduced
1749
Trust Asset Management
Trust Asset Management
Texas
$75M -$406K 6 4.67% Reduced
1750
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$74.8M +$2.5M 24 2.14% Increased