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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
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$326M $0 1 16.94% Maintained
527
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$325M +$197M 8 0.17% Increased
528
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$325M +$7.42M 6 6.82% Increased
529
SCM
Silvant Capital Management
Georgia
$324M -$1.17M 8 18.19% Reduced
530
Brookfield Corp
Brookfield Corp
Ontario, Canada
$323M -$23.5M 15 1.27% Reduced
531
FFM
Fullerton Fund Management
Singapore
$322M +$130M 7 22.52% Increased
532
CA
Cullinan Associates
Kentucky
$321M +$71.4M 8 17.63% Increased
533
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$320M -$58.8M 11 12.05% Reduced
534
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$320M -$5.24M 7 12.9% Reduced
535
VP
Vitruvian Partners
United Kingdom
$315M -$30M 4 64.13% Reduced
536
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$315M -$17.7M 7 6.55% Reduced
537
Glenview Trust
Glenview Trust
Kentucky
$313M +$10.2M 8 8.54% Increased
538
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$310M -$47.7M 23 3.3% Reduced
539
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$310M -$47.7M 23 3.3% Reduced
540
Bridges Investment Management
Bridges Investment Management
Nebraska
$309M -$13.5M 6 10.37% Reduced
541
Colony Group
Colony Group
Massachusetts
$308M -$1.91M 11 4.38% Reduced
542
LT
Lindsell Train
United Kingdom
$308M -$23.1M 2 5.48% Reduced
543
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$305M +$16.4M 4 12.68% Increased
544
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$304M +$69.4M 18 5.22% Increased
545
TC
TownSquare Capital
Utah
$302M +$37.7M 22 5.51% Increased
546
Nicholas Company
Nicholas Company
Wisconsin
$302M -$7.47M 5 5.78% Reduced
547
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$302M +$75M 2 11.38% Increased
548
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$300M -$31.9M 15 6.27% Reduced
549
CCM
Candlestick Capital Management
Connecticut
$299M +$11.3M 6 6.98% Increased
550
Country Trust Bank
Country Trust Bank
Illinois
$297M -$24.5M 6 8.04% Reduced