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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
Stonegate Investment Group
Stonegate Investment Group
Alabama
$388M -$2.59M 11 13.8% Reduced
477
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$387M +$18.7M 5 9.25% Increased
478
GIM
Genesis Investment Management
United Kingdom
$386M -$31M 4 41.85% Reduced
479
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$382M -$125M 2 1.72% Reduced
480
SAM
Securian Asset Management
Minnesota
$380M -$5.4M 13 9.75% Reduced
481
Pinnacle Associates
Pinnacle Associates
New York
$375M +$14M 17 6.51% Increased
482
ACM
Argent Capital Management
Missouri
$375M +$47.3M 4 12.15% Increased
483
Lyrical Asset Management
Lyrical Asset Management
New York
$374M -$20.9M 2 6.99% Reduced
484
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$372M +$5.68M 5 8.73% Increased
485
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$370M -$7.38M 28 7.81% Reduced
486
Central Trust Company
Central Trust Company
Missouri
$370M -$6.75M 16 10.32% Reduced
487
PAR Capital Management
PAR Capital Management
Massachusetts
$367M -$76.1M 7 12.79% Reduced
488
First Pacific Advisors
First Pacific Advisors
California
$367M -$27.6M 6 5.35% Reduced
489
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$365M -$10.8M 17 7.34% Reduced
490
Oppenheimer & Co
Oppenheimer & Co
New York
$365M -$8.99M 23 7.3% Reduced
491
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$365M +$4.22M 10 12.2% Increased
492
GPCM
Greenbrier Partners Capital Management
Texas
$364M $0 2 39.81% Maintained
493
RAM
RJA Asset Management
Connecticut
$362M +$56.1M 2 94.31% Increased
494
Capital International Inc
Capital International Inc
California
$362M +$61.1M 13 6.57% Increased
495
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$361M -$34.5M 4 5.62% Reduced
496
Advisors Asset Management
Advisors Asset Management
Colorado
$359M -$18.6M 30 7.24% Reduced
497
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$358M -$12.9M 6 11.25% Reduced
498
Ancora Advisors
Ancora Advisors
Ohio
$357M +$38.7M 27 9.4% Increased
499
Synovus Financial
Synovus Financial
Georgia
$356M -$5.33M 11 3.9% Reduced
500
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$356M +$4.53M 25 7.65% Increased