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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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$330M -$86.5M 11 6.53% Reduced
552
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$329M -$8.86M 6 9.23% Reduced
553
CIP
Champlain Investment Partners
Vermont
$329M +$40.3M 5 1.7% Increased
554
MVP
Miller Value Partners
Florida
$328M -$649K 10 10.56% Reduced
555
ASI
All-Stars Investment
Hong Kong
$328M -$8.95M 2 98.71% Reduced
556
Silvercrest Asset Management
Silvercrest Asset Management
New York
$327M +$7.34M 20 2.13% Increased
557
Connectus Wealth
Connectus Wealth
Ohio
$326M -$46.4M 9 10.31% Reduced
558
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$326M +$16.9M 24 7.26% Increased
559
EP Wealth Advisors
EP Wealth Advisors
California
$325M +$7.84M 7 7.12% Increased
560
OCBV
Ownership Capital B.V.
Netherlands
$324M +$25.5M 1 4.28% Increased
561
CA
Capitolis Advisors
New York
$324M -$1.9B 5 16.27% Reduced
562
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$323M -$90.5M 10 7.87% Reduced
563
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$322M +$19M 23 15.5% Increased
564
Stephens Inc
Stephens Inc
Arkansas
$322M -$10.2M 22 5.25% Reduced
565
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$321M +$13.7M 7 12.32% Increased
566
KIA
KCM Investment Advisors
California
$321M +$2.5M 4 11.74% Increased
567
Martingale Asset Management
Martingale Asset Management
Massachusetts
$319M -$32.7M 14 4.79% Reduced
568
Phoenix Financial
Phoenix Financial
Israel
$319M +$8.27M 12 5.36% Increased
569
Walleye Trading
Walleye Trading
New York
$315M -$53.4M 40 1.01% Reduced
570
Nicholas Company
Nicholas Company
Wisconsin
$315M +$10.6M 7 5.62% Increased
571
Pacer Advisors
Pacer Advisors
Pennsylvania
$313M -$56.7M 16 2.56% Reduced
572
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$313M +$9.99M 16 6.99% Increased
573
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$313M -$3.54M 8 6.12% Reduced
574
Country Trust Bank
Country Trust Bank
Illinois
$312M -$7.42M 8 8.71% Reduced
575
SM
Senvest Management
New York
$311M +$32.2M 5 8.93% Increased