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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
551
GAMCO Investors
GAMCO Investors
Connecticut
$141M -$1.4M 12 0.87% Reduced
552
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$141M -$7.06M 5 2.51% Reduced
553
Saturna Capital
Saturna Capital
Washington
$140M -$5.93M 5 4.55% Reduced
554
PineBridge Investments
PineBridge Investments
New York
$140M -$7.09M 19 3.37% Reduced
555
Sentry Investments
Sentry Investments
Ontario, Canada
$140M -$65.1M 3 1.42% Reduced
556
CCM
Cantillon Capital Management
New York
$140M -$2.92M 1 1.63% Reduced
557
People's United Financial
People's United Financial
Connecticut
$140M -$1.13M 13 4.68% Reduced
558
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$139M $0 3 7.56% Maintained
559
Fiduciary Trust
Fiduciary Trust
Massachusetts
$139M -$1.46M 6 4.29% Reduced
560
Smead Capital Management
Smead Capital Management
Arizona
$138M -$11.7M 2 6.56% Reduced
561
Private Advisor Group
Private Advisor Group
New Jersey
$138M +$6.22M 10 3.41% Increased
562
Penserra Capital Management
Penserra Capital Management
California
$137M +$50.5M 25 32.67% Increased
563
RAM
RWC Asset Management
United Kingdom
$137M -$14.2M 8 7.65% Reduced
564
WCM Investment Management
WCM Investment Management
California
$136M -$7.9M 4 1.72% Reduced
565
IIM
Ivory Investment Management
New York
$135M +$16.6M 3 6.72% Increased
566
Washington Trust
Washington Trust
Rhode Island
$134M -$5.61M 7 7.98% Reduced
567
NSRI
New Silk Road Investment
Singapore
$134M -$21.8M 2 70.02% Reduced
568
SL
SOF Ltd
Cayman Islands
$134M $0 1 100% Maintained
569
ORI
Oak Ridge Investments
Illinois
$133M -$27.3M 5 5.41% Reduced
570
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$132M -$1.26M 8 6.31% Reduced
571
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$132M -$3.29M 7 5.01% Reduced
572
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$131M -$3.34M 6 7.92% Reduced
573
John W. Bristol & Co
John W. Bristol & Co
New York
$131M -$3.9M 2 3.78% Reduced
574
MTIM
Marathon Trading Investment Management
Pennsylvania
$130M +$105M 3 14.85% Increased
575
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$130M +$2.53M 5 4.23% Increased