← All themes

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
2326
BBWA
Bell & Brown Wealth Advisors
California
$46.3M -$638 6 14.02% Reduced
2327
TF
Trek Financial
Arizona
$46.2M +$39.3M 4 2.29% Increased
2328
NL
NVWM LLC
Pennsylvania
$46M +$255K 21 9.28% Increased
2329
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$46M -$2.65M 4 1.99% Reduced
2330
GC
GFG Capital
Florida
$46M +$2.57M 5 12.66% Increased
2331
EFG
Ethos Financial Group
Pennsylvania
$46M -$499K 11 3.07% Reduced
2332
PCTC
Perkins Coie Trust Company
Washington
$46M +$1.63M 8 7.62% Increased
2333
CCT
Capital City Trust
Florida
$46M -$572K 3 9.53% Reduced
2334
ACM
Anabranch Capital Management
Connecticut
$45.9M +$15.4M 1 35.1% Increased
2335
LJAC
L.J. Altfest & Co
New York
$45.8M -$417K 5 4.45% Reduced
2336
RW
Rockport Wealth
Ohio
$45.7M -$3.33M 2 7.68% Reduced
2337
ESB
Essex Savings Bank
Connecticut
$45.7M -$534K 5 9.87% Reduced
2338
BKA
Brick & Kyle Associates
Pennsylvania
$45.7M $0 3 15.07% Maintained
2339
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$45.7M +$7.19M 8 1.86% Increased
2340
PWM
Palumbo Wealth Management
New York
$45.7M -$1.81M 7 9.56% Reduced
2341
RPWA
Regent Peak Wealth Advisors
Georgia
$45.6M +$414K 5 8.45% Increased
2342
MFWP
Mosaic Family Wealth Partners
Missouri
$45.6M +$15.7M 5 3.06% Increased
2343
IP
Intellectus Partners
California
$45.6M +$1.03M 15 7.88% Increased
2344
CAM
Clark Asset Management
New Hampshire
$45.5M +$2.13M 6 3.57% Increased
2345
EFMH
E Fund Management (HK)
Hong Kong
$45.5M +$4.7M 20 15.1% Increased
2346
PWS
Peterson Wealth Services
Utah
$45.4M -$39.1K 4 9.9% Reduced
2347
TB
Terril Brothers
Missouri
$45.4M $0 3 11.71% Maintained
2348
LHC
Little House Capital
Massachusetts
$45.4M +$1.16M 5 10.2% Increased
2349
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$45.4M -$1.49M 4 0.93% Reduced
2350
LCM
Leisure Capital Management
California
$45.4M +$935K 4 14.16% Increased