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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
1751
Rice Partnership
Rice Partnership
Hawaii
$74.7M -$2.97M 4 9.07% Reduced
1752
Hilltop Holdings
Hilltop Holdings
Texas
$74.7M -$295K 12 5.8% Reduced
1753
LCWP
Legacy Capital Wealth Partners
Arkansas
$74.5M +$5.04M 6 14.29% Increased
1754
General Pension Society PZU Joint Stock
General Pension Society PZU Joint Stock
Poland
$74.5M -$753K 1 11.14% Reduced
1755
Makena Capital Management
Makena Capital Management
California
$74.4M +$24.1M 3 7.82% Increased
1756
WBC
West Branch Capital
Massachusetts
$74.4M -$702K 10 17.3% Reduced
1757
Qtron Investments
Qtron Investments
Massachusetts
$74.4M -$10.8M 13 9.92% Reduced
1758
Perennial Investment Advisors
Perennial Investment Advisors
California
$74.4M +$2.65M 10 4.94% Increased
1759
Norris Perne & French
Norris Perne & French
Michigan
$74.2M -$4.68M 4 3.17% Reduced
1760
WP
Westmount Partners
California
$74.2M +$3.54M 6 16.24% Increased
1761
Octavia Wealth Advisors
Octavia Wealth Advisors
Ohio
$74.1M -$4.58M 8 6.4% Reduced
1762
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$74.1M -$2.2M 6 6.53% Reduced
1763
ICP
Islander Capital Partners
California
$74M +$11.9M 4 26.85% Increased
1764
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$74M +$1.08M 3 7.76% Increased
1765
NWF Advisory Services
NWF Advisory Services
California
$73.9M +$1.5M 8 6.95% Increased
1766
Kinsale Capital Group
Kinsale Capital Group
Virginia
$73.9M +$22.8M 5 9.8% Increased
1767
BBES
Buffalo Business & Estate Services
New York
$73.8M -$87.8M 0 – Closed
1768
Moore Capital Management
Moore Capital Management
New York
$73.8M -$650K 10 1.09% Reduced
1769
TCMX
Technology Crossover Management XI
California
$73.7M $0 1 13.83% Maintained
1770
7CM
7G Capital Management
New York
$73.7M +$29M 3 33.71% Increased
1771
RCP
Rothschild Capital Partners
New York
$73.7M -$1.09M 3 15.79% Reduced
1772
Creative Financial Designs
Creative Financial Designs
Indiana
$73.6M +$732K 25 3.51% Increased
1773
MTIM
Marathon Trading Investment Management
Pennsylvania
$73.6M +$53.9M 9 2.28% Increased
1774
GMT Capital
GMT Capital
Georgia
$73.6M -$6.45M 2 3.83% Reduced
1775
LRPA
L. Roy Papp & Associates
Arizona
$73.6M +$880K 6 7.73% Increased