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 |
Personal Capital Advisors
Redwood City,
California
| $187M | +$4.77M | 8 | 2.5% | Increased |
|
| 452 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
| $187M | +$7.62M | 3 | 6.28% | Increased |
|
| 453 |
Zacks Investment Management
Chicago,
Illinois
| $185M | -$115K | 10 | 4.47% | Reduced |
|
| 454 |
Cullen/Frost Bankers
San Antonio,
Texas
| $185M | -$10.6M | 7 | 6.88% | Reduced |
|
| 455 |
Cincinnati Financial Corp
Fairfield,
Ohio
| $184M | $0 | 1 | 8.26% | Maintained |
|
| 456 |
Diamond Hill Capital Management
Columbus,
Ohio
| $184M | -$17.2M | 3 | 1.08% | Reduced |
|
| 457 |
Squarepoint
New York
| $183M | +$44.7M | 29 | 2.13% | Increased |
|
| 458 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $183M | +$19.8M | 20 | 2.04% | Increased |
|
| 459 |
Evercore Wealth Management
New York
| $182M | -$29.4K | 4 | 6.86% | Reduced |
|
| 460 |
GH
GAM Holding
Zurich,
Switzerland
| $181M | -$11.5M | 17 | 9.15% | Reduced |
|
| 461 |
NM
NWI Management
New York
| $180M | +$191M | 3 | 9.41% | Increased |
|
| 462 |
KM
Kylin Management
New York
| $178M | -$20M | 2 | 57.09% | Reduced |
|
| 463 |
NTC
NF Trinity Capital
Central,
Hong Kong
| $178M | +$16.7M | 7 | 28.9% | Increased |
|
| 464 |
Haverford Trust Company
Radnor,
Pennsylvania
| $177M | -$851K | 5 | 3.78% | Reduced |
|
| 465 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
| $177M | -$87.1M | 5 | 12.56% | Reduced |
|
| 466 |
Gabelli Funds
Rye,
New York
| $176M | -$7.96M | 16 | 1.2% | Reduced |
|
| 467 |
SNN
Shen Neil Nanpeng
| $175M | +$178M | 1 | 96.25% | New |
|
| 468 |
SI
SQN Investors
Menlo Park,
California
| $174M | +$48.2M | 2 | 20.15% | Increased |
|
| 469 |
Harvest Fund Management
Beijing,
China
| $172M | +$614K | 9 | 36.11% | Increased |
|
| 470 |
H
Hexavest
Montreal,
Quebec, Canada
| $172M | -$7.9M | 3 | 2.49% | Reduced |
|
| 471 |
BG
Bollard Group
Boston,
Massachusetts
| $170M | +$13.3M | 10 | 7.5% | Increased |
|
| 472 |
John W. Bristol & Co
New York
| $170M | -$8.02M | 3 | 5.33% | Reduced |
|
| 473 |
Equity Investment Corp
Atlanta,
Georgia
| $169M | -$2.32M | 3 | 6.11% | Reduced |
|
| 474 |
EA
Echinus Advisors
New York
| $169M | +$59.8M | 1 | 30.01% | Increased |
|
| 475 |
TIAA FSB
Jacksonville,
Florida
| $168M | +$12.9M | 5 | 0.95% | Increased |
|