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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
2426
BHPW
Beverly Hills Private Wealth
California
$42.5M -$7.92M 7 8.09% Reduced
2427
GCM
GuideStone Capital Management
Texas
$42.5M -$42M 1 100% Reduced
2428
HEM
Henson-Edgewater Management
Ohio
$42.4M -$1.06M 3 22.11% Reduced
2429
ECM
EagleClaw Capital Management
Massachusetts
$42.4M -$1.91M 4 5.69% Reduced
2430
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$42.4M -$486K 3 8.09% Reduced
2431
BWP
BSW Wealth Partners
Colorado
$42.4M -$622K 10 4.71% Reduced
2432
NI
Natural Investments
California
$42.4M -$4.08M 9 9.31% Reduced
2433
GEA
Glen Eagle Advisors
New Jersey
$42.3M +$974K 17 5.34% Increased
2434
SWGC
Summit Wealth Group (Colorado)
Colorado
$42.2M +$958K 6 3.49% Increased
2435
PWC
PYA Waltman Capital
Tennessee
$42.1M +$5.99M 4 10.02% Increased
2436
AMM
American Money Management
California
$42.1M -$100K 5 6.02% Reduced
2437
SIA
Strategic Investment Advisors
Michigan
$42.1M -$778K 6 2.55% Reduced
2438
DWP
Destiny Wealth Partners
Florida
$42.1M -$23.6M 6 5.94% Reduced
2439
LI
LDIC Inc
$42M +$43.7M 3 26.33% New
2440
SFM
Systematic Financial Management
New Jersey
$42M +$105K 2 0.84% Increased
2441
KA
Kozak & Associates
Colorado
$42M -$3.08M 10 7.29% Reduced
2442
RMAM
Raab & Moskowitz Asset Management
New Jersey
$42M -$447K 4 8.45% Reduced
2443
PCM
Prelude Capital Management
New York
$42M -$6.54M 35 3.07% Reduced
2444
GAA
Guardian Asset Advisors
Pennsylvania
$42M +$1.98M 5 19.36% Increased
2445
RWM
Rench Wealth Management
Texas
$42M -$340K 4 11.27% Reduced
2446
JSL
JT Stratford LLC
Georgia
$42M +$1.05M 6 4.6% Increased
2447
IFS
Integrated Financial Solutions
Virginia
$42M -$3.18M 3 22.66% Reduced
2448
NFGCM
Norman Fields Gottscho Capital Management
New York
$41.9M -$515K 2 12.7% Reduced
2449
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$41.9M +$371K 10 0.99% Increased
2450
LOPW
Live Oak Private Wealth
North Carolina
$41.8M +$6.82M 5 5.23% Increased