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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
Wealthfront Advisers
Wealthfront Advisers
California
$662M +$51.9M 18 1.93% Increased
452
FCI
Financial Counselors Inc
Kansas
$659M -$4.59M 12 9.62% Reduced
453
Quilter Plc
Quilter Plc
United Kingdom
$652M -$3.26M 6 12.87% Reduced
454
Manning & Napier Advisors
Manning & Napier Advisors
New York
$650M -$113M 6 7.42% Reduced
455
HM Payson & Co
HM Payson & Co
Maine
$648M +$9.93M 19 11% Increased
456
Mirova US
Mirova US
Massachusetts
$645M -$19.1M 2 7.73% Reduced
457
Altshuler Shaham
Altshuler Shaham
Israel
$644M +$434M 10 21.84% Increased
458
Avanza Fonder
Avanza Fonder
Sweden
$643M +$609M 18 19.1% New
459
MIOT
Massachusetts Institute of Technology
Massachusetts
$642M +$11M 3 91.05% Increased
460
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$640M -$4.91M 15 7.09% Reduced
461
Mizuho Securities USA
Mizuho Securities USA
New York
$627M +$187M 11 11.42% Increased
462
CFM
Comprehensive Financial Management
California
$625M -$2.14M 5 17.21% Reduced
463
Welch & Forbes
Welch & Forbes
Massachusetts
$624M -$3.59M 9 8.03% Reduced
464
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$624M -$8M 3 12.23% Reduced
465
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$621M +$10.7M 20 5.06% Increased
466
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$621M +$70.9M 13 1.95% Increased
467
Stonegate Investment Group
Stonegate Investment Group
Alabama
$619M -$6.16M 10 16.52% Reduced
468
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$618M -$950K 12 13.13% Reduced
469
LSV Asset Management
LSV Asset Management
Illinois
$613M +$18.5M 15 1.42% Increased
470
Marsico Capital Management
Marsico Capital Management
Colorado
$609M +$66.5M 3 16.57% Increased
471
Shelton Capital Management
Shelton Capital Management
Colorado
$604M +$32.7M 18 15.03% Increased
472
Jefferies Financial Group
Jefferies Financial Group
New York
$601M +$45.1M 32 3.59% Increased
473
Caxton Associates (New York)
Caxton Associates (New York)
New York
$598M +$221M 16 18.82% Increased
474
UMB Bank
UMB Bank
Missouri
$598M -$19.1M 35 9.45% Reduced
475
LGP
Leonard Green & Partners
California
$597M $0 1 14.5% Maintained