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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
2226
KFA
Kelleher Financial Advisors
New York
$50.3M +$14.8M 19 7.14% Increased
2227
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$50.1M +$1.7M 6 1.06% Increased
2228
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$50M -$89.5K 4 3.79% Reduced
2229
Masters Capital Management
Masters Capital Management
Georgia
$49.9M -$26.1M 2 1.28% Reduced
2230
EC
Engaged Capital
California
$49.9M +$8.44M 1 15.26% Increased
2231
KWM
Kanen Wealth Management
Florida
$49.9M -$8.89M 5 12.09% Reduced
2232
SCM
Suvretta Capital Management
New York
$49.9M -$12.6M 2 0.91% Reduced
2233
DE
Diversified Enterprises
Delaware
$49.9M +$1.24M 7 2.41% Increased
2234
RFM
Royal Fund Management
Florida
$49.8M +$8.24M 7 4.15% Increased
2235
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo)
$49.8M +$58.8M 2 13.29% Increased
2236
BB
Bell Bank
North Dakota
$49.7M +$1.65M 5 1.9% Increased
2237
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$49.7M -$49.4M 7 5.11% Reduced
2238
WAS
WESPAC Advisors SoCal
California
$49.7M +$9.86K 3 8.87% Increased
2239
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$49.7M -$1.86M 14 5.05% Reduced
2240
BCA
Bay Colony Advisors
Massachusetts
$49.6M +$594K 5 5.5% Increased
2241
SC
Sepio Capital
Utah
$49.6M -$7.8M 9 2.5% Reduced
2242
TAM
Titleist Asset Management
Texas
$49.6M -$3.55M 9 3.34% Reduced
2243
LWP
LMG Wealth Partners
Louisiana
$49.6M +$2.27M 5 7.93% Increased
2244
MCM
McDonough Capital Management
Florida
$49.5M -$46.2M 3 24.76% Reduced
2245
DCPAL
Div Capital Phoenix Assets Ltd
$49.5M +$2.85M 1 8.49% Increased
2246
ZBNA
Zions Bancorporation, National Association
Utah
$49.4M -$18M 34 2.96% Reduced
2247
SCM
Sone Capital Management
New York
$49.4M +$1.76M 4 3.76% Increased
2248
SAM
Sompo Asset Management
Japan
$49.4M +$2.78M 6 8.11% Increased
2249
ICM
Invenomic Capital Management
Massachusetts
$49.4M -$4.31M 5 2.95% Reduced
2250
PIP
Peachtree Investment Partners
Florida
$49.3M +$1.1M 3 15.81% Increased