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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
2251
HCM
Hilton Capital Management
New York
$49.3M +$1.32M 2 3.36% Increased
2252
BCM
Brown Capital Management
Maryland
$49.3M -$82.3M 4 9.86% Reduced
2253
AF
Ally Financial
Michigan
$49.2M -$14.3M 6 6.35% Reduced
2254
MAWA
Moss Adams Wealth Advisors
Washington
$49.1M -$841K 9 3.07% Reduced
2255
SC
Sierra Capital
Florida
$49.1M -$222K 5 4.74% Reduced
2256
HWM
Heirloom Wealth Management
Colorado
$49.1M +$20.7M 3 7.11% Increased
2257
BPC
Bearing Point Capital
Minnesota
$49M -$266K 5 6.63% Reduced
2258
GWMIA
Global Wealth Management Investment Advisory
Florida
$49M +$1.65M 6 6.97% Increased
2259
RFP
Root Financial Partners
California
$49M -$2.2M 7 1.9% Reduced
2260
AM
Atwater Malick
Pennsylvania
$49M +$1.26M 4 10.67% Increased
2261
CRM
Cramer Rosenthal McGlynn
Connecticut
$48.9M +$17.9M 2 2.48% Increased
2262
CBT
Central Bank & Trust
Kentucky
$48.9M -$410K 4 6.94% Reduced
2263
SSI
Scott & Selber Inc
Texas
$48.9M -$20.5K 4 10.32% Reduced
2264
CC
Cadinha & Co
Hawaii
$48.9M +$11.7M 4 7.24% Increased
2265
TCM
Tufton Capital Management
Maryland
$48.9M -$1.03M 4 8.2% Reduced
2266
MCA
Martin Capital Advisors
Texas
$48.8M +$295K 4 25.6% Increased
2267
AWC
Abundance Wealth Counselors
Pennsylvania
$48.8M +$21.6M 6 3.17% Increased
2268
IVAI
Index Venture Associates III
Jersey
$48.8M -$22.1M 1 100% Reduced
2269
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$48.7M -$467K 5 1.69% Reduced
2270
OL
Optas LLC
Texas
$48.7M +$494K 14 6.82% Increased
2271
UC
Unio Capital
New Jersey
$48.7M -$695K 2 9.25% Reduced
2272
REST
Retail Employees Superannuation Trust
$48.5M -$38.4M 3 13% Reduced
2273
GCP
GSA Capital Partners
United Kingdom
$48.4M -$12.3M 57 3.05% Reduced
2274
DCM
Decatur Capital Management
Georgia
$48.4M +$3.71M 2 16.42% Increased
2275
MAP
Managed Asset Portfolios
Michigan
$48.4M +$20.2M 4 5.53% Increased