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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
451
ESG
Emerging Sovereign Group
New York
$137M +$38.8M 2 9.41% Increased
452
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$136M +$19.4M 8 2.46% Increased
453
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$136M +$6.32M 4 5.4% Increased
454
Brighton Jones LLC
Brighton Jones LLC
Washington
$136M +$12.5M 4 23.97% Increased
455
Blackstone Inc
Blackstone Inc
New York
$135M +$59.4M 2 0.62% Increased
456
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$135M -$599K 4 1.82% Reduced
457
Saturna Capital
Saturna Capital
Washington
$134M -$1.94M 5 4.3% Reduced
458
Nomura Holdings
Nomura Holdings
Japan
$134M +$23.7M 16 0.44% Increased
459
IIM
Ivory Investment Management
New York
$134M +$57.2M 3 3.7% Increased
460
GAMCO Investors
GAMCO Investors
Connecticut
$133M +$3.19M 11 0.88% Increased
461
WIM
Weitz Investment Management
Nebraska
$133M -$1.66M 4 4.91% Reduced
462
Granahan Investment Management
Granahan Investment Management
Massachusetts
$133M +$19.6M 4 4.84% Increased
463
Mutual of America Capital Management
Mutual of America Capital Management
New York
$133M -$3.76M 11 2.83% Reduced
464
FI
Fosun International
China
$133M $0 2 12.82% Maintained
465
HI
Honeywell International
North Carolina
$131M +$504K 2 3.35% Increased
466
DL
Delta Lloyd
Netherlands
$131M -$3.46M 11 4.39% Reduced
467
Alyeska Investment Group
Alyeska Investment Group
Illinois
$130M -$15.1M 5 1.23% Reduced
468
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$130M +$8.02M 10 5.77% Increased
469
Advisor Group
Advisor Group
Arizona
$130M +$132M 46 3.42% New
470
SRIM
Saratoga Research & Investment Management
California
$127M +$9.28M 2 11.41% Increased
471
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$125M -$416K 7 4.65% Reduced
472
Davenport & Co
Davenport & Co
Virginia
$125M +$35.3M 9 1.91% Increased
473
Findlay Park Partners
Findlay Park Partners
United Kingdom
$125M $0 1 1.43% Maintained
474
MC
Martin Currie
United Kingdom
$124M +$26.6M 6 11.98% Increased
475
Great Lakes Advisors
Great Lakes Advisors
Illinois
$124M +$13.6M 9 3.38% Increased