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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
476
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$727M +$16.3M 22 7.27% Increased
477
John W. Bristol & Co
John W. Bristol & Co
New York
$726M -$44M 3 10.73% Reduced
478
Bridges Investment Management
Bridges Investment Management
Nebraska
$724M -$17M 6 8.81% Reduced
479
Welch & Forbes
Welch & Forbes
Massachusetts
$719M -$1.3M 9 8.74% Reduced
480
Allworth Financial
Allworth Financial
California
$719M -$52.9M 85 3.05% Reduced
481
Shelton Capital Management
Shelton Capital Management
Colorado
$718M -$31.4M 16 13.31% Reduced
482
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$711M -$18.8M 23 8.01% Reduced
483
Saturna Capital
Saturna Capital
Washington
$703M +$2.82M 5 8.57% Increased
484
ValueAct Holdings
ValueAct Holdings
California
$701M +$14.3M 1 12.44% Increased
485
Waverly Advisors
Waverly Advisors
Alabama
$699M +$90.7M 18 4.05% Increased
486
Arax Advisory Partners
Arax Advisory Partners
Colorado
$699M +$590M 95 4.63% Increased
487
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$698M -$17.1M 5 6.03% Reduced
488
MIOT
Massachusetts Institute of Technology
Massachusetts
$696M +$179M 2 95.04% Increased
489
Edgewood Management
Edgewood Management
Connecticut
$695M -$32.5M 4 7.17% Reduced
490
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$691M +$30.6M 30 8.97% Increased
491
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$691M -$57.6M 47 0.96% Reduced
492
Merit Financial Group
Merit Financial Group
Georgia
$690M +$120M 38 4.21% Increased
493
Carmignac Gestion
Carmignac Gestion
France
$687M -$237M 6 8.92% Reduced
494
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$684M -$187M 7 10.59% Reduced
495
Savant Capital
Savant Capital
Illinois
$679M +$266M 30 1.99% Increased
496
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$677M +$3.04M 15 4.62% Increased
497
Alphinity Investment Management
Alphinity Investment Management
Australia
$676M +$175M 3 11.25% Increased
498
Farallon Capital Management
Farallon Capital Management
California
$674M -$390M 2 3.11% Reduced
499
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$673M -$79.2M 7 8.22% Reduced
500
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$671M +$105M 11 8.66% Increased