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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
501
Profund Advisors
Profund Advisors
Maryland
$198M +$20.2M 25 9.52% Increased
502
BG
Bollard Group
Massachusetts
$198M -$9.98M 7 7.47% Reduced
503
TIAA FSB
TIAA FSB
Florida
$196M -$4.92M 6 1.57% Reduced
504
NTC
NF Trinity Capital
Hong Kong
$195M -$38.3M 5 31.22% Reduced
505
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$195M +$2.97M 29 4.66% Increased
506
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$194M -$21.6M 22 3.38% Reduced
507
Mariner
Mariner
Kansas
$194M +$64.3M 17 2.77% Increased
508
SAM
Securian Asset Management
Minnesota
$194M +$1.19M 13 4.63% Increased
509
Artemis Investment Management
Artemis Investment Management
United Kingdom
$193M +$35.9M 6 2.25% Increased
510
Lyrical Asset Management
Lyrical Asset Management
New York
$193M +$15.8M 1 2.58% Increased
511
CIP
Champlain Investment Partners
Vermont
$192M -$39.5M 2 1.68% Reduced
512
AAM
Ardevora Asset Management
United Kingdom
$192M +$95.7M 5 5% Increased
513
MML Investors Services
MML Investors Services
Massachusetts
$191M +$11.2M 19 2.96% Increased
514
Truist Financial
Truist Financial
North Carolina
$190M -$584K 11 3.39% Reduced
515
Snyder Capital Management
Snyder Capital Management
California
$190M +$723K 2 8.95% Increased
516
RHBC
R.H. Bluestein & Co
Michigan
$189M +$9.05M 9 10.34% Increased
517
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$189M +$66.6M 6 58.2% Increased
518
VM
Valinor Management
New York
$189M -$18.9M 2 9.91% Reduced
519
Daiwa Securities Group
Daiwa Securities Group
Japan
$189M +$1.37M 25 1.65% Increased
520
BIM
Barton Investment Management
Pennsylvania
$188M -$196K 4 31.42% Reduced
521
Private Advisor Group
Private Advisor Group
New Jersey
$188M +$324K 15 3.71% Increased
522
UMB Bank
UMB Bank
Missouri
$188M +$18.2M 5 5.73% Increased
523
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$187M -$1.59M 7 3.99% Reduced
524
RP
Regal Partners
Australia
$187M -$39.1M 2 18.92% Reduced
525
SCM
Shapiro Capital Management
Georgia
$186M +$8.56M 2 4.35% Increased