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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
526
Zacks Investment Management
Zacks Investment Management
Illinois
$201M -$4.57M 5 4.03% Reduced
527
Profund Advisors
Profund Advisors
Maryland
$200M -$20.3M 24 10.12% Reduced
528
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$200M +$1.58M 4 9.52% Increased
529
SCM
Suvretta Capital Management
New York
$200M -$113M 2 5.16% Reduced
530
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$197M +$12.3M 19 7.35% Increased
531
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$197M +$31.6M 8 22.24% Increased
532
Bridges Investment Management
Bridges Investment Management
Nebraska
$195M -$2.78M 9 7.42% Reduced
533
Daiwa Securities Group
Daiwa Securities Group
Japan
$194M +$39.8M 25 1.65% Increased
534
CRCM
Cat Rock Capital Management
Connecticut
$194M +$9.99M 2 30.48% Increased
535
Granahan Investment Management
Granahan Investment Management
Massachusetts
$193M -$13.3M 5 10.6% Reduced
536
Antipodes Partners
Antipodes Partners
Australia
$192M +$123M 3 9.17% Increased
537
BAPIM
British Airways Pensions Investment Management
United Kingdom
$191M -$8.61M 6 8.05% Reduced
538
EP
Elkfork Partners
Oregon
$190M +$20.4M 17 4.63% Increased
539
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$190M +$14.5M 45 6.41% Increased
540
Gabelli Funds
Gabelli Funds
New York
$190M -$2.77M 17 1.25% Reduced
541
Pinnacle Associates
Pinnacle Associates
New York
$190M +$36.6M 11 4.46% Increased
542
Westwood Holdings Group
Westwood Holdings Group
Texas
$189M +$5.62M 10 2.09% Increased
543
HM Payson & Co
HM Payson & Co
Maine
$189M +$1.12M 18 6.64% Increased
544
SRIM
Saratoga Research & Investment Management
California
$188M -$20.2M 3 12.15% Reduced
545
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$188M +$5.88M 11 11.84% Increased
546
Boston Financial Management
Boston Financial Management
Massachusetts
$186M +$25M 7 10.58% Increased
547
LPU
Lansdowne Partners (UK)
United Kingdom
$185M -$8.13M 3 4.93% Reduced
548
Shelton Capital Management
Shelton Capital Management
Colorado
$183M +$2.8M 11 10.81% Increased
549
Whittier Trust
Whittier Trust
California
$182M +$3.6M 20 5.2% Increased
550
NA
Newport Asia
California
$181M -$5.45M 1 51.09% Reduced