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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
Williams Jones & Associates
Williams Jones & Associates
New York
$225M +$102K 7 5.12% Increased
427
Amalgamated Bank
Amalgamated Bank
New York
$225M +$17.1M 24 6.09% Increased
428
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$224M -$21.8M 18 2.42% Reduced
429
BB&T Securities
BB&T Securities
Virginia
$223M +$5.06M 18 2.89% Increased
430
SGAM
Smith Group Asset Management
Texas
$222M -$5.55M 8 6.96% Reduced
431
Blackhill Capital
Blackhill Capital
New Jersey
$221M +$685K 3 39.92% Increased
432
QI
QV Investors
Alberta, Canada
$220M -$4.08M 3 4.5% Reduced
433
NSLI
Nan Shan Life Insurance
Taiwan
$219M -$28.9M 2 5.68% Reduced
434
LT
Lindsell Train
United Kingdom
$219M +$25.2M 1 6.28% Increased
435
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$219M +$23M 16 2.99% Increased
436
CCM
Criterion Capital Management
California
$218M -$121M 3 13.11% Reduced
437
ACM
Atlanta Capital Management
Georgia
$218M -$24.1M 2 1.14% Reduced
438
AVC
Arlington Value Capital
Utah
$216M -$40.8M 2 20.44% Reduced
439
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$216M -$128M 6 2.22% Reduced
440
SA
SQ Advisors
Florida
$210M +$804K 1 6.82% Increased
441
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209M -$11.3M 33 3.16% Reduced
442
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$209M -$3.67M 11 4.6% Reduced
443
Brighton Jones LLC
Brighton Jones LLC
Washington
$208M -$924K 8 25.21% Reduced
444
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$207M +$7.45M 9 2.07% Increased
445
SCM
Scopia Capital Management
New York
$207M -$54.2M 1 3.72% Reduced
446
ICP
Indus Capital Partners
New York
$207M -$2.84M 4 20.2% Reduced
447
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$206M +$21.6M 7 4.71% Increased
448
SW
SVB Wealth
Massachusetts
$206M -$4.82M 10 7.75% Reduced
449
BAPIM
British Airways Pensions Investment Management
United Kingdom
$206M -$155M 6 6.52% Reduced
450
LCG
Luxor Capital Group
New York
$206M -$13.8M 3 5.78% Reduced