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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
Advisors Capital Management
Advisors Capital Management
New Jersey
$401M +$12.4M 9 6.99% Increased
552
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$400M +$31.9M 15 8.02% Increased
553
Central Trust Company
Central Trust Company
Missouri
$400M -$8.71M 18 9.8% Reduced
554
Walleye Trading
Walleye Trading
New York
$399M -$54.9M 33 0.95% Reduced
555
Phoenix Financial
Phoenix Financial
Israel
$399M +$4.33M 9 6.08% Increased
556
Wolverine Trading
Wolverine Trading
Illinois
$397M -$1.01B 37 0.42% Reduced
557
Chicago Capital
Chicago Capital
Illinois
$396M +$13.8M 10 11.77% Increased
558
Glenview Trust
Glenview Trust
Kentucky
$395M +$3.56M 9 7.95% Increased
559
DF Dent & Co
DF Dent & Co
Maryland
$395M -$30.8M 9 5.1% Reduced
560
Stephens Inc
Stephens Inc
Arkansas
$394M -$3.14M 14 6.02% Reduced
561
Slate Path Capital
Slate Path Capital
New York
$392M +$172M 4 7.46% Increased
562
Fundsmith LLP
Fundsmith LLP
United Kingdom
$392M +$3.45M 2 1.6% Increased
563
Farallon Capital Management
Farallon Capital Management
California
$389M -$217M 3 1.67% Reduced
564
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$387M +$8.26M 21 11.39% Increased
565
OFI Invest Asset Management
OFI Invest Asset Management
France
$387M +$53.3M 10 10.28% Increased
566
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$385M +$20.1M 9 5.83% Increased
567
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$385M +$153M 3 4.31% Increased
568
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$385M +$368K 25 7.35% Increased
569
SEP
Soma Equity Partners
California
$384M +$75.3M 3 22.08% Increased
570
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$380M +$82.2M 2 2.38% Increased
571
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$379M -$27.4M 2 8.01% Reduced
572
FFM
Fullerton Fund Management
Singapore
$379M +$161M 7 17% Increased
573
Cannell & Spears
Cannell & Spears
New York
$375M -$32.8M 9 7.79% Reduced
574
DGM
Delta Global Management
New York
$375M +$142M 5 24.95% Increased
575
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$372M -$49.7M 4 14.38% Reduced