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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
JAFL
Jay A. Fishman Ltd
Michigan
$297M -$17.4M 3 36.02% Reduced
552
KIA
KCM Investment Advisors
California
$296M -$11.2M 4 11.87% Reduced
553
CAM
ClariVest Asset Management
California
$295M -$60.4M 15 14.83% Reduced
554
R.M. Davis Inc
R.M. Davis Inc
Maine
$295M +$235K 5 7.08% Increased
555
WhitTier Trust Company
WhitTier Trust Company
Nevada
$295M -$1.66M 21 9.97% Reduced
556
Credit Agricole
Credit Agricole
France
$294M -$5.04M 20 5.32% Reduced
557
MG
Meritage Group
California
$293M -$101M 1 8.17% Reduced
558
Hantz Financial Services
Hantz Financial Services
Michigan
$293M -$11.7M 33 7.33% Reduced
559
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$293M +$28.7M 8 9.93% Increased
560
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$292M -$10.8M 4 12.71% Reduced
561
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$291M -$2.13M 8 5.92% Reduced
562
AGF Management
AGF Management
Ontario, Canada
$291M -$467M 10 2.11% Reduced
563
CLC
Charles-Lim Capital
Hong Kong
$290M +$121M 1 42.84% Increased
564
Gabelli Funds
Gabelli Funds
New York
$290M -$3.9M 18 2.2% Reduced
565
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$290M +$606K 16 12.76% Increased
566
Westwood Holdings Group
Westwood Holdings Group
Texas
$289M -$32.7M 4 2.59% Reduced
567
Baupost Group
Baupost Group
Massachusetts
$288M +$58.1M 2 5.13% Increased
568
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$287M +$39.6M 27 4.26% Increased
569
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$284M -$3.38M 22 10.31% Reduced
570
MICM
Matthews International Capital Management
California
$284M -$76.7M 8 33.28% Reduced
571
Quadrature Capital
Quadrature Capital
United Kingdom
$283M +$107M 34 6.19% Increased
572
SAM
Shell Asset Management
Netherlands
$281M -$11.2M 31 11.1% Reduced
573
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$280M -$144M 22 1.14% Reduced
574
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$280M +$8.19M 6 9.25% Increased
575
Busey Bank
Busey Bank
Illinois
$279M -$4.96M 5 11.35% Reduced