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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
CCM
CoreView Capital Management
Hong Kong
$455M +$84.7M 4 59.12% Increased
427
CP
Coho Partners
Pennsylvania
$453M -$62.9M 3 8.22% Reduced
428
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$452M -$3.43M 3 11.35% Reduced
429
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$452M -$160M 1 4.06% Reduced
430
CFM
Comprehensive Financial Management
California
$452M -$70.7K 5 14.87% Reduced
431
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$450M -$122K 5 8.99% Reduced
432
TCW Group
TCW Group
California
$449M +$13.8M 8 4.98% Increased
433
Welch & Forbes
Welch & Forbes
Massachusetts
$449M -$5.48M 8 7.08% Reduced
434
DG
Discerene Group
Connecticut
$449M -$25.9M 4 58.69% Reduced
435
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$447M +$2.34M 22 5.32% Increased
436
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$444M +$7.27M 19 4.69% Increased
437
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$444M +$8.24M 6 14.38% Increased
438
MAI Capital Management
MAI Capital Management
Ohio
$442M -$1.5M 13 6.51% Reduced
439
DSM Capital Partners
DSM Capital Partners
Florida
$439M -$27.3M 1 7.1% Reduced
440
Alyeska Investment Group
Alyeska Investment Group
Illinois
$436M -$62.7M 8 3.25% Reduced
441
Norinchukin Bank
Norinchukin Bank
Japan
$436M +$52.1M 12 7.31% Increased
442
Perpetual Ltd
Perpetual Ltd
Australia
$432M -$2.55M 10 3.7% Reduced
443
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$427M -$7.86M 16 6.98% Reduced
444
John W. Bristol & Co
John W. Bristol & Co
New York
$427M -$2.56M 2 8.09% Reduced
445
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$424M +$14.8M 6 7.56% Increased
446
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$423M -$4.83M 4 4.6% Reduced
447
Capital Group Private Client Services
Capital Group Private Client Services
California
$421M -$17.3M 5 4.97% Reduced
448
Natixis
Natixis
France
$421M -$100M 28 3.42% Reduced
449
BRWA
B. Riley Wealth Advisors
Florida
$420M +$122M 15 9.41% Increased
450
SG Americas Securities
SG Americas Securities
New York
$418M -$87.2M 52 3.16% Reduced