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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
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$467M -$15.1M 18 7.93% Reduced
552
Trexquant Investment
Trexquant Investment
Connecticut
$466M +$79.5M 49 5.43% Increased
553
PointState Capital
PointState Capital
New York
$462M -$52.6M 4 8.43% Reduced
554
Atria Wealth Solutions
Atria Wealth Solutions
New York
$462M -$30.6M 22 5.05% Reduced
555
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$461M +$19.7M 9 9.19% Increased
556
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$461M $0 1 78.86% Maintained
557
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$456M -$5.96M 11 13.45% Reduced
558
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$455M -$168M 2 2.01% Reduced
559
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$454M +$99.4M 15 4.76% Increased
560
SCA
Southpoint Capital Advisors
New York
$454M -$7.68M 4 10.66% Reduced
561
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$452M -$7M 7 9.15% Reduced
562
IHG
Insight Holdings Group
New York
$451M -$27.9M 4 29.21% Reduced
563
Andra AP-fonden
Andra AP-fonden
Sweden
$451M -$52.4M 13 7.22% Reduced
564
HCS
Himension Capital (Singapore)
Singapore
$450M -$25M 4 31.2% Reduced
565
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$449M -$6.59M 18 6.33% Reduced
566
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$448M +$25.9M 16 7.57% Increased
567
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$446M +$34.5M 26 1.46% Increased
568
Nicholas Company
Nicholas Company
Wisconsin
$445M +$4.19M 7 7.2% Increased
569
Artemis Investment Management
Artemis Investment Management
United Kingdom
$444M -$100M 5 6.33% Reduced
570
DG
Discerene Group
Connecticut
$444M $0 2 58.06% Maintained
571
HB Wealth Management
HB Wealth Management
Georgia
$442M +$18.4M 18 4.51% Increased
572
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$440M -$35.9M 24 1.12% Reduced
573
GGH
GCM Grosvenor Holdings
Illinois
$439M +$10.3M 2 62.81% Increased
574
WhitTier Trust Company
WhitTier Trust Company
Nevada
$438M +$11.1M 28 10.76% Increased
575
Lyrical Asset Management
Lyrical Asset Management
New York
$437M +$3.4M 2 6.47% Increased