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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
Connectus Wealth
Connectus Wealth
Ohio
$408M -$24.7M 11 9.08% Reduced
452
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$407M -$1M 7 17.69% Reduced
453
Mirova US
Mirova US
Massachusetts
$406M +$16.3M 1 6.88% Increased
454
Welch & Forbes
Welch & Forbes
Massachusetts
$405M +$394K 9 6.7% Increased
455
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$405M +$30.4M 6 15.92% Increased
456
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$401M -$16.4M 3 10.68% Reduced
457
Laurion Capital Management
Laurion Capital Management
New York
$401M +$404M 7 2.44% Increased
458
GTS Securities
GTS Securities
Florida
$400M +$252M 37 0.72% Increased
459
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$398M +$79.5M 22 9.25% Increased
460
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$397M -$4.2M 18 4.31% Reduced
461
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$397M -$9.82M 4 4.66% Reduced
462
TCW Group
TCW Group
California
$397M -$30M 8 4.98% Reduced
463
John W. Bristol & Co
John W. Bristol & Co
New York
$397M -$3.52M 2 7.83% Reduced
464
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$395M -$25.6M 5 4.78% Reduced
465
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$395M -$61M 5 8.13% Reduced
466
MAI Capital Management
MAI Capital Management
Ohio
$394M -$10.6M 12 5.85% Reduced
467
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$392M +$20.6M 11 11.98% Increased
468
WI
Wafra Inc
New York
$389M -$41.2M 4 12.95% Reduced
469
Catterton Management Company
Catterton Management Company
Connecticut
$385M +$556M 3 93.57% Increased
470
ESCM
Echo Street Capital Management
New York
$385M -$44.4M 12 3.58% Reduced
471
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$383M +$83.3M 7 73.77% Increased
472
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$382M -$28.1M 22 5.28% Reduced
473
Capital Group Private Client Services
Capital Group Private Client Services
California
$382M -$4.9M 5 4.65% Reduced
474
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$381M -$3.5M 6 7.04% Reduced
475
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$379M +$6.72M 11 3.66% Increased