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 |
CCM
CoreView Capital Management
Hong Kong
| $348M | -$111M | 4 | 71.44% | Reduced |
|
| 452 |
OCM
OLP Capital Management
Causeway Bay,
Hong Kong
| $345M | -$90.2M | 2 | 86.21% | Reduced |
|
| 453 |
UMB Bank
Kansas City,
Missouri
| $345M | -$4.06M | 32 | 5.81% | Reduced |
|
| 454 |
MG
Meritage Group
San Francisco,
California
| $344M | +$5.51M | 1 | 10.3% | Increased |
|
| 455 |
SPM
Sycamore Partners Management
New York
| $343M | $0 | 1 | 100% | Maintained |
|
| 456 |
Welch & Forbes
Boston,
Massachusetts
| $343M | +$4.05M | 9 | 6.69% | Increased |
|
| 457 |
Lido Advisors
Los Angeles,
California
| $341M | -$3.41M | 11 | 4.29% | Reduced |
|
| 458 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| $340M | +$26.3M | 21 | 7.76% | Increased |
|
| 459 |
MAI Capital Management
Independence,
Ohio
| $340M | +$23.4M | 13 | 6.38% | Increased |
|
| 460 |
MUFG Americas
New York
| $339M | -$5.67M | 17 | 8.39% | Reduced |
|
| 461 |
D.A. Davidson & Co
Great Falls,
Montana
| $336M | -$1.26M | 21 | 4.4% | Reduced |
|
| 462 |
Comgest Global Investors
Paris,
France
| $335M | -$25.7M | 6 | 7.37% | Reduced |
|
| 463 |
Norinchukin Bank
Tokyo,
Japan
| $335M | +$31.4M | 13 | 6.82% | Increased |
|
| 464 |
Tocqueville Asset Management
New York
| $335M | -$31.8M | 11 | 6.82% | Reduced |
|
| 465 |
CA
Cullinan Associates
Louisville,
Kentucky
| $332M | +$2.51M | 9 | 20.98% | Increased |
|
| 466 |
WI
Wafra Inc
New York
| $332M | -$4.81M | 4 | 13.13% | Reduced |
|
| 467 |
Wealthfront Advisers
Palo Alto,
California
| $331M | +$49.5M | 13 | 1.76% | Increased |
|
| 468 |
OCBV
Ownership Capital B.V.
Amsterdam,
Netherlands
| $330M | -$24.4M | 1 | 6.37% | Reduced |
|
| 469 |
NewEdge Advisors
New Orleans,
Louisiana
| $329M | +$231M | 19 | 5.4% | Increased |
|
| 470 |
Mairs & Power Inc
St Paul,
Minnesota
| $328M | -$32.6M | 4 | 4.14% | Reduced |
|
| 471 |
Boston Partners
Boston,
Massachusetts
| $328M | +$73M | 18 | 0.48% | Increased |
|
| 472 |
Yacktman Asset Management
Austin,
Texas
| $325M | +$1.77M | 3 | 3.54% | Increased |
|
| 473 |
Squarepoint
New York
| $324M | +$116M | 64 | 1.63% | Increased |
|
| 474 |
First Pacific Advisors
El Segundo,
California
| $323M | -$13.5M | 7 | 5.13% | Reduced |
|
| 475 |
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $322M | +$93M | 7 | 6.58% | Increased |
|