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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
2001
SWK
Stephen W. Kidder
$59.9M -$394K 4 15.13% Reduced
2002
CT
Chicago Trust
Illinois
$59.8M +$126K 8 8.67% Increased
2003
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$59.8M -$416K 5 11.26% Reduced
2004
HT
Headlands Technologies
Illinois
$59.8M -$15.7M 23 6.34% Reduced
2005
AWMS
Advocacy Wealth Management Services
Georgia
$59.8M +$3.92M 6 2.17% Increased
2006
HDA
Harold Davidson & Associates
California
$59.7M -$1.96M 2 25.91% Reduced
2007
Iconiq Capital
Iconiq Capital
California
$59.7M -$302M 7 1.72% Reduced
2008
GSWM
Golden State Wealth Management
California
$59.7M +$55.2K 30 5.45% Increased
2009
VWM
Valley Wealth Managers
New Jersey
$59.7M +$174K 5 3.45% Increased
2010
UCMOK
United Capital Management of KS
Kansas
$59.7M +$117K 4 7.82% Increased
2011
CGIC
Continental General Insurance Company
Texas
$59.6M -$18.8M 1 12.44% Reduced
2012
Maven Securities
Maven Securities
Jersey
$59.6M +$7.12M 9 1.18% Increased
2013
Facet Wealth Inc
Facet Wealth Inc
Maryland
$59.6M +$4.88M 6 0.85% Increased
2014
UAG
United Advisor Group
Ohio
$59.5M -$13.8K 11 6.28% Reduced
2015
Belvedere Trading
Belvedere Trading
Illinois
$59.5M +$55.7M 4 0.07% Increased
2016
BWS
Buck Wealth Strategies
Colorado
$59.4M +$3.38M 17 6.22% Increased
2017
AAP
Ardsley Advisory Partners
Connecticut
$59.3M +$12.6M 5 6.18% Increased
2018
FC
Fulcrum Capital
Washington
$59.3M -$2.71M 3 12.02% Reduced
2019
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$59.3M -$10.6M 8 1.89% Reduced
2020
PDM
Penn Davis McFarland
Texas
$59.2M -$1.89M 4 5.28% Reduced
2021
HA
Huntleigh Advisors
Missouri
$59.2M +$2.12M 7 8.29% Increased
2022
CFSG
Community Financial Services Group
Vermont
$59.2M +$902K 8 8.62% Increased
2023
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$59.2M +$43M 5 1.65% Increased
2024
MBTD
Mechanics Bank - Trust Department
California
$59.1M +$369K 5 7.31% Increased
2025
FI
Firetrail Investments
Australia
$59M -$3.78M 3 16.65% Reduced