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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
Davenport & Co
Davenport & Co
Virginia
$145M +$5.28M 8 2.13% Increased
477
Waverton Investment Management
Waverton Investment Management
United Kingdom
$144M +$13.6M 4 9.71% Increased
478
PWLP
Prio Wealth Limited Partnership
Massachusetts
$143M +$16.6M 5 7.6% Increased
479
River Road Asset Management
River Road Asset Management
Kentucky
$142M -$670K 3 2.92% Reduced
480
CAM
Capstone Asset Management
Texas
$142M +$9.56M 19 4.08% Increased
481
SRIM
Saratoga Research & Investment Management
California
$141M +$3.38M 2 12.1% Increased
482
USSCPF
United States Steel & Carnegie Pension Fund
New York
$141M -$31.6M 2 4.18% Reduced
483
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$141M +$5.87M 5 13.08% Increased
484
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$141M +$109M 10 2.61% Increased
485
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$140M -$68.2M 9 1.37% Reduced
486
NA
Newport Asia
California
$140M +$20M 2 27.88% Increased
487
WAM
World Asset Management
Michigan
$139M +$4.6M 18 4.93% Increased
488
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$139M -$16.9M 9 3.57% Reduced
489
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$139M -$12.6M 4 1.82% Reduced
490
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$138M -$10.5M 7 4.97% Reduced
491
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$138M -$17.9M 7 2.36% Reduced
492
DVC
Deer VII & Co
New York
$137M -$57.2M 1 75.22% Reduced
493
SD
Sumway Development
China
$137M +$71.3M 3 55.43% Increased
494
Meag Munich Ergo
Meag Munich Ergo
Germany
$137M +$104M 11 6.75% Increased
495
Truist Financial
Truist Financial
North Carolina
$137M -$2.34M 10 2.81% Reduced
496
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$137M -$348K 4 1.8% Reduced
497
CIP
Champlain Investment Partners
Vermont
$136M +$12.3M 3 2.07% Increased
498
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$136M -$19.5M 2 2.86% Reduced
499
SCMC
Serenity Capital Management (Cayman)
Cayman Islands
$136M $0 2 44.7% Maintained
500
Scotia Capital
Scotia Capital
Ontario, Canada
$136M +$4.72M 10 2.49% Increased