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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
426
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$112M +$8.66M 1 2.64% Increased
427
WPSC
W.P. Stewart & Co
New York
$110M -$3.36M 1 5.8% Reduced
428
BB&T Securities
BB&T Securities
Virginia
$109M +$5.77M 5 3.38% Increased
429
MI
Markston International
New York
$108M -$5.86M 4 7.27% Reduced
430
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$108M +$4.38M 3 1.86% Increased
431
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$108M -$52.3M 8 2.34% Reduced
432
CC
Curian Capital
Colorado
$107M +$25.7M 8 1.91% Increased
433
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$107M -$16.9M 5 3.41% Reduced
434
Mutual of America Capital Management
Mutual of America Capital Management
New York
$107M -$36.1K 12 2.91% Reduced
435
HL Financial Services
HL Financial Services
Kentucky
$107M +$6.04M 5 3.73% Increased
436
NSCM
New South Capital Management
Tennessee
$106M +$295K 2 4.13% Increased
437
ZDA
Zweig-DiMenna Associates
New York
$106M +$35.6M 6 4.28% Increased
438
CII
CR Intrinsic Investors
Connecticut
$105M -$15.2M 8 3.25% Reduced
439
PineBridge Investments
PineBridge Investments
New York
$105M -$5.08M 12 3.25% Reduced
440
CAM
ClariVest Asset Management
California
$105M -$11M 6 4.77% Reduced
441
JHC
JFB Holdings Corp
Georgia
$105M +$5.59M 1 4.13% Increased
442
CAM
Coronation Asset Management
South Africa
$104M +$13.5M 4 11.99% Increased
443
Castleark Management
Castleark Management
Illinois
$104M +$376M 3 2.93% Increased
444
Huntington National Bank
Huntington National Bank
Ohio
$104M +$2.28M 18 3.09% Increased
445
PIA
Piedmont Investment Advisors
North Carolina
$103M -$14.6M 5 5.38% Reduced
446
LOAMU
Lombard Odier Asset Management (USA)
New York
$103M -$7.3M 3 5.15% Reduced
447
DCM
Dupont Capital Management
Delaware
$102M +$18.8M 4 1.87% Increased
448
AR
Advisory Research
Illinois
$100M +$22.4M 3 1.08% Increased
449
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$100M +$2.6M 10 4.07% Increased
450
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$99.8M -$2.35M 4 4.39% Reduced