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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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$782M +$27.7M 15 6.99% Increased
377
Zacks Investment Management
Zacks Investment Management
Illinois
$772M +$540M 16 6.7% Increased
378
Bridges Investment Management
Bridges Investment Management
Nebraska
$769M -$6.24M 9 10.74% Reduced
379
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$766M +$8.29M 4 7.21% Increased
380
IEQ Capital
IEQ Capital
California
$766M +$40.6M 30 9.4% Increased
381
VVP
Vulcan Value Partners
Alabama
$759M -$16M 2 12.71% Reduced
382
Regions Financial Corp
Regions Financial Corp
Alabama
$753M -$6.45M 14 5.42% Reduced
383
Achmea Investment Management
Achmea Investment Management
Netherlands
$742M +$5.63M 14 12.23% Increased
384
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$740M -$46.6M 7 12.12% Reduced
385
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$737M +$4.32M 6 8.64% Increased
386
Congress Asset Management
Congress Asset Management
Massachusetts
$731M +$51.4M 8 4.98% Increased
387
Quantinno Capital Management
Quantinno Capital Management
New York
$731M +$153M 36 9.5% Increased
388
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$730M +$26.6M 4 21.06% Increased
389
EP Wealth Advisors
EP Wealth Advisors
California
$729M +$50.6M 16 6.27% Increased
390
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$723M +$57.7M 41 6.45% Increased
391
C WorldWide Group
C WorldWide Group
Denmark
$721M -$2.3M 4 7.49% Reduced
392
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$719M -$17.4M 9 7.12% Reduced
393
TCW Group
TCW Group
California
$718M +$19.6M 11 6.28% Increased
394
Manning & Napier Advisors
Manning & Napier Advisors
New York
$712M +$1.87M 6 7.83% Increased
395
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$711M -$31.3K 6 6.93% Reduced
396
Markel Group
Markel Group
Virginia
$711M +$1.2M 6 6.4% Increased
397
Boston Trust Walden
Boston Trust Walden
Massachusetts
$707M -$25.9M 7 4.92% Reduced
398
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$705M -$75.5M 21 1.56% Reduced
399
MIOT
Massachusetts Institute of Technology
Massachusetts
$705M $0 1 94.08% Maintained
400
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$696M -$12.1M 22 9.49% Reduced