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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
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$468M -$8.9M 26 6.7% Reduced
477
UMB Bank
UMB Bank
Missouri
$466M +$68.2M 39 5.89% Increased
478
Select Equity Group
Select Equity Group
New York
$465M +$27.7M 5 1.27% Increased
479
IVMX
Institutional Venture Management XIV
California
$465M +$87.1M 3 81.78% Increased
480
John W. Bristol & Co
John W. Bristol & Co
New York
$463M +$34.1M 2 8% Increased
481
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$463M +$28.3M 4 4.29% Increased
482
Norinchukin Bank
Norinchukin Bank
Japan
$463M -$23.1M 13 5.84% Reduced
483
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$459M +$20.9M 14 13.24% Increased
484
Saturna Capital
Saturna Capital
Washington
$458M -$909K 7 8.21% Reduced
485
Oppenheimer & Co
Oppenheimer & Co
New York
$457M -$18.6M 26 7.99% Reduced
486
MUFG Americas
MUFG Americas
New York
$456M -$445M 11 8.55% Reduced
487
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$454M +$2.32M 13 5.55% Increased
488
Quilter Plc
Quilter Plc
United Kingdom
$450M -$93.2M 7 11.72% Reduced
489
ACM
Alua Capital Management
New York
$449M +$23.1M 3 24.35% Increased
490
FCI
Financial Counselors Inc
Kansas
$448M -$22M 11 9.2% Reduced
491
Cerity Partners
Cerity Partners
New York
$447M +$84.2M 22 6.81% Increased
492
TCG
Tremblant Capital Group
Florida
$447M -$31.1M 4 16.03% Reduced
493
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$445M -$494K 22 4.74% Reduced
494
Driehaus Capital Management
Driehaus Capital Management
Illinois
$445M +$42.7M 15 4.54% Increased
495
BIM
Barton Investment Management
Pennsylvania
$443M +$2.3M 3 38.5% Increased
496
Granahan Investment Management
Granahan Investment Management
Massachusetts
$436M +$17.8M 8 8.97% Increased
497
CAM
ClariVest Asset Management
California
$434M -$17.7M 18 13.35% Reduced
498
Bahl & Gaynor
Bahl & Gaynor
Ohio
$434M +$44.6M 7 2.42% Increased
499
Welch & Forbes
Welch & Forbes
Massachusetts
$432M -$260K 9 6.47% Reduced
500
MIHAS
Maj Invest Holding A/S
Denmark
$431M +$83.8M 2 7% Increased