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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
2126
ECP
Electron Capital Partners
New York
$53.5M +$57.5M 1 2.14% New
2127
AHC
Anderson Hoagland & Co
Missouri
$53.5M -$74.2K 4 4.19% Reduced
2128
MA
MJP Associates
Connecticut
$53.4M +$68.8K 7 5.84% Increased
2129
TIA
Traphagen Investment Advisors
New Jersey
$53.4M +$5.4M 6 3.82% Increased
2130
Intact Investment Management
Intact Investment Management
Quebec, Canada
$53.4M -$43.2M 4 1.52% Reduced
2131
OWA
One Wealth Advisors
California
$53.3M +$2.46M 11 5.88% Increased
2132
RBC
Romano Brothers & Co
Illinois
$53.3M +$520K 8 5.36% Increased
2133
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$53.3M +$53.7M 5 4.33% New
2134
MCM
Mattern Capital Management
Colorado
$53.2M +$421K 5 6.2% Increased
2135
FMTC
Farmers & Merchants Trust Company
California
$53.2M -$596K 4 11.44% Reduced
2136
TCP
ThornTree Capital Partners
Massachusetts
$53.1M +$10.9M 2 7.27% Increased
2137
AWM
Absher Wealth Management
North Carolina
$53.1M -$16.8K 5 6.05% Reduced
2138
RWM
RKL Wealth Management
Pennsylvania
$53.1M -$53.3K 3 4.23% Reduced
2139
XWM
Xcel Wealth Management
Florida
$53.1M -$1.81M 7 12.67% Reduced
2140
HR
Hardy Reed
Mississippi
$53.1M -$180K 7 3.41% Reduced
2141
SCM
Steele Capital Management
Iowa
$53.1M -$1.31M 2 1.95% Reduced
2142
RC
Reik & Co
New York
$53.1M -$135K 3 13.83% Reduced
2143
GACM
Global Alpha Capital Management
Quebec, Canada
$53.1M +$5.87M 1 3.18% Increased
2144
LSA
L & S Advisors
California
$53.1M -$5.17M 4 5.48% Reduced
2145
NI
Navi International
Brazil
$53M +$1.61M 1 35.87% Increased
2146
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M +$153K 6 2.98% Increased
2147
MCF Advisors
MCF Advisors
Kentucky
$52.9M +$4.49M 23 1.89% Increased
2148
RB
Rodgers Brothers
Pennsylvania
$52.9M -$567K 7 5.14% Reduced
2149
CWM
CMH Wealth Management
New Hampshire
$52.9M -$3.39M 4 8.07% Reduced
2150
WAS
Winch Advisory Services
Wisconsin
$52.9M -$1.1M 12 10.99% Reduced