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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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$356M +$5.77M 34 5.05% Increased
527
OCM
OLP Capital Management
Hong Kong
$355M +$334M 2 84.21% Increased
528
SCM
Steadfast Capital Management
New York
$352M -$555M 3 6.05% Reduced
529
SP
ShawSpring Partners
Massachusetts
$351M +$245M 2 48.35% Increased
530
Synovus Financial
Synovus Financial
Georgia
$349M -$12.9M 13 3.71% Reduced
531
Appaloosa LP
Appaloosa LP
New Jersey
$349M +$111M 2 13.97% Increased
532
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$348M -$12.4M 8 7.44% Reduced
533
ACM
Argent Capital Management
Missouri
$348M +$33.9M 6 10.95% Increased
534
Bridges Investment Management
Bridges Investment Management
Nebraska
$348M -$990K 6 10.75% Reduced
535
Westwood Holdings Group
Westwood Holdings Group
Texas
$347M +$12.2M 10 3.21% Increased
536
SI
Standard Investments
New York
$347M +$19.5M 1 9.01% Increased
537
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$346M -$4.23M 10 10.7% Reduced
538
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$344M -$20.2M 15 5.49% Reduced
539
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$344M -$8.87M 3 9.8% Reduced
540
Pinnacle Associates
Pinnacle Associates
New York
$344M +$17.3M 23 6.09% Increased
541
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$344M -$9.44M 20 5.67% Reduced
542
Simplex Trading
Simplex Trading
Illinois
$344M +$247M 90 0.31% Increased
543
Group One Trading
Group One Trading
Illinois
$343M +$147M 70 0.34% Increased
544
Wealthfront Advisers
Wealthfront Advisers
California
$343M +$10.3M 14 1.5% Increased
545
MVIP
Mar Vista Investment Partners
California
$342M +$4.88M 3 10.75% Increased
546
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$340M +$30.3M 70 2.41% Increased
547
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$340M $0 2 97.49% Maintained
548
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$336M +$284M 5 5.52% Increased
549
Boston Partners
Boston Partners
Massachusetts
$332M +$43.2M 16 0.4% Increased
550
Atria Wealth Solutions
Atria Wealth Solutions
New York
$331M +$319M 24 5.5% New