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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
376
Nicholas Company
Nicholas Company
Wisconsin
$179M -$86.9K 5 4.35% Reduced
377
Utah Retirement Systems
Utah Retirement Systems
Utah
$179M -$62K 12 5.3% Reduced
378
Congress Asset Management
Congress Asset Management
Massachusetts
$179M +$5.56M 7 4.69% Increased
379
City National Bank
City National Bank
Delaware
$179M +$16.7M 8 2.69% Increased
380
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$179M -$5.24M 11 7.5% Reduced
381
DSM Capital Partners
DSM Capital Partners
Florida
$178M -$34.5M 3 3.58% Reduced
382
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$177M -$10.3M 4 2.76% Reduced
383
WIM
Weitz Investment Management
Nebraska
$177M +$17.6M 4 5.94% Increased
384
Sentry Investments
Sentry Investments
Ontario, Canada
$176M +$12.8M 2 2.97% Increased
385
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$176M -$1.95M 3 1.6% Reduced
386
Walleye Trading
Walleye Trading
New York
$174M +$38.7M 18 1.67% Increased
387
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$174M +$85.5M 8 0.73% Increased
388
GAMCO Investors
GAMCO Investors
Connecticut
$173M +$7.09M 11 0.93% Increased
389
CCM
Cantillon Capital Management
New York
$172M +$85.8M 1 4.08% Increased
390
Asset Management One
Asset Management One
Japan
$171M -$14.5M 14 2.65% Reduced
391
HI
Honeywell International
North Carolina
$170M -$35.4M 3 4.07% Reduced
392
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$167M -$27.4M 8 2.12% Reduced
393
Natixis Advisors
Natixis Advisors
Massachusetts
$165M +$13.3M 16 2.7% Increased
394
Regions Financial Corp
Regions Financial Corp
Alabama
$165M -$5.61M 12 2.04% Reduced
395
Davenport & Co
Davenport & Co
Virginia
$164M -$10.3M 7 3.06% Reduced
396
TGA
Trilogy Global Advisors
Florida
$164M -$1.21M 4 3.35% Reduced
397
SAM
Sawgrass Asset Management
Florida
$162M -$11.4M 3 9.66% Reduced
398
FP
FPR Partners
California
$161M -$16.9M 1 5.39% Reduced
399
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$160M +$43.2M 10 4.26% Increased
400
AGA
Altrinsic Global Advisors
Connecticut
$158M -$5.08M 1 2.75% Reduced