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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
326
Daiwa Securities Group
Daiwa Securities Group
Japan
$613M +$30.4M 42 4.26% Increased
327
Davenport & Co
Davenport & Co
Virginia
$609M -$10.5M 16 4.77% Reduced
328
Cetera Advisor Networks
Cetera Advisor Networks
California
$606M +$16.6M 31 4.47% Increased
329
AP
Altarock Partners
Florida
$606M +$21.3M 1 16.59% Increased
330
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$606M $0 1 14.7% Maintained
331
ACA
Abdiel Capital Advisors
New York
$603M -$105M 2 26.45% Reduced
332
Yousif Capital Management
Yousif Capital Management
Michigan
$595M -$27M 32 7.74% Reduced
333
Rafferty Asset Management
Rafferty Asset Management
New York
$593M +$47.8M 29 4.02% Increased
334
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$589M -$73.7M 7 7.28% Reduced
335
Fiduciary Trust
Fiduciary Trust
Massachusetts
$586M -$8.68M 8 10.86% Reduced
336
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$583M -$283M 49 2.51% Reduced
337
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$583M +$308M 2 5.85% Increased
338
Mutual of America Capital Management
Mutual of America Capital Management
New York
$578M -$5.52M 18 6.87% Reduced
339
Congress Asset Management
Congress Asset Management
Massachusetts
$577M -$15.5M 8 5.37% Reduced
340
Cerity Partners
Cerity Partners
New York
$576M -$665M 29 1.36% Reduced
341
CIBC World Markets
CIBC World Markets
New York
$575M -$427M 16 9.39% Reduced
342
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$572M -$118M 54 5.48% Reduced
343
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$571M +$14.8M 6 6.83% Increased
344
Riverbridge Partners
Riverbridge Partners
Minnesota
$566M +$376K 6 7.94% Increased
345
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$566M -$146M 25 11.82% Reduced
346
Aristotle Capital Management
Aristotle Capital Management
California
$566M -$868K 3 1.19% Reduced
347
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$545M -$12.1M 9 7.95% Reduced
348
Manning & Napier Group
Manning & Napier Group
New York
$542M -$38.9M 6 6.31% Reduced
349
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$536M +$15.6M 12 5.53% Increased
350
Swiss Life Asset Management
Swiss Life Asset Management
$535M +$27.5M 13 8.05% Increased