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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
Whittier Trust
Whittier Trust
California
$620M +$18.7M 26 8.8% Increased
427
Nomura Holdings
Nomura Holdings
Japan
$620M -$22.1M 33 1.19% Reduced
428
SPM
Sycamore Partners Management
New York
$617M $0 1 100% Maintained
429
Riverbridge Partners
Riverbridge Partners
Minnesota
$611M -$97.8M 7 8.3% Reduced
430
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$611M +$15.1M 11 1.89% Increased
431
MAI Capital Management
MAI Capital Management
Ohio
$607M +$10.2M 14 5.94% Increased
432
MIOT
Massachusetts Institute of Technology
Massachusetts
$601M $0 1 94.13% Maintained
433
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$601M +$68.1M 41 6.21% Increased
434
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$589M +$52.8M 38 11.21% Increased
435
HCS
Himension Capital (Singapore)
Singapore
$584M +$7.73M 5 41.32% Increased
436
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$583M +$99.7M 21 9.54% Increased
437
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$583M +$26.9M 23 1.71% Increased
438
Saturna Capital
Saturna Capital
Washington
$581M -$3.13M 5 7.71% Reduced
439
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$576M +$52.8M 6 9.21% Increased
440
Yacktman Asset Management
Yacktman Asset Management
Texas
$573M -$3.06M 3 5.37% Reduced
441
PGP
Prescott General Partners
Florida
$570M -$7.64M 4 34.89% Reduced
442
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$569M +$45.9M 9 4.18% Increased
443
LSV Asset Management
LSV Asset Management
Illinois
$569M +$61.8M 10 1.25% Increased
444
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$569M -$6.62M 14 8.63% Reduced
445
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$566M -$39.1M 17 6.69% Reduced
446
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$563M +$156M 138 9.5% Increased
447
Walleye Capital
Walleye Capital
New York
$560M +$4.87M 63 1% Increased
448
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$559M +$11.3M 23 6.74% Increased
449
Clal Insurance
Clal Insurance
Israel
$556M -$25.8M 5 5.81% Reduced
450
FCI
Financial Counselors Inc
Kansas
$555M +$11.6M 10 8.92% Increased