← All themes

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
Huntington National Bank
Huntington National Bank
Ohio
$145M -$1.7M 23 2.63% Reduced
452
SW
SVB Wealth
Massachusetts
$144M +$10.4M 12 5.96% Increased
453
USSCPF
United States Steel & Carnegie Pension Fund
New York
$144M $0 2 4.27% Maintained
454
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$143M +$275K 4 1.84% Increased
455
Advisor Group
Advisor Group
Arizona
$143M -$8.19M 46 3.22% Reduced
456
SGAM
Smith Group Asset Management
Texas
$142M -$13.8M 7 4.17% Reduced
457
Driehaus Capital Management
Driehaus Capital Management
Illinois
$142M -$9.89M 12 5.02% Reduced
458
PWLP
Prio Wealth Limited Partnership
Massachusetts
$142M -$2.15M 5 7.58% Reduced
459
AVC
Arlington Value Capital
Utah
$142M -$28.3M 2 19.47% Reduced
460
CCM
Cantillon Capital Management
New York
$141M -$4.59M 1 1.98% Reduced
461
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$141M -$9.24M 5 5.11% Reduced
462
Cambiar Investors
Cambiar Investors
Colorado
$140M -$21.8M 4 2.41% Reduced
463
ICP
Indus Capital Partners
New York
$140M +$2.27M 5 18.2% Increased
464
Davenport & Co
Davenport & Co
Virginia
$140M +$2.78M 8 2.01% Increased
465
HH
H7 Holdings
Virginia
$140M +$148M 2 99.24% New
466
FAM
Foxhaven Asset Management
Virginia
$140M +$30M 2 10.56% Increased
467
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$140M +$16.9M 12 2.76% Increased
468
Williams Jones & Associates
Williams Jones & Associates
New York
$139M +$22.6M 6 3.98% Increased
469
CIP
Champlain Investment Partners
Vermont
$139M +$1.68M 2 1.92% Increased
470
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$138M +$1.85M 5 12.55% Increased
471
FI
Focused Investors
California
$138M -$2.74M 1 5.24% Reduced
472
MC
Martin Currie
United Kingdom
$138M -$2.47M 7 12.91% Reduced
473
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$138M +$4.81M 9 3.46% Increased
474
Point72 Asset Management
Point72 Asset Management
Connecticut
$137M -$293M 12 0.96% Reduced
475
SRIM
Saratoga Research & Investment Management
California
$137M -$3.52M 2 12.39% Reduced