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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
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$450M +$107M 21 5.26% Increased
552
GPCM
Greenbrier Partners Capital Management
Texas
$448M -$957K 3 35.1% Reduced
553
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$448M +$42.6M 16 4.61% Increased
554
Andra AP-fonden
Andra AP-fonden
Sweden
$447M +$27.7M 18 7.33% Increased
555
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$446M +$649K 7 8.99% Increased
556
PointState Capital
PointState Capital
New York
$445M -$687K 3 6.46% Reduced
557
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$444M +$4.69M 9 7.6% Increased
558
MC
Martin Currie
United Kingdom
$442M -$38.9M 6 17.83% Reduced
559
CAM
Contour Asset Management
New York
$442M -$243M 5 18.41% Reduced
560
Antipodes Partners
Antipodes Partners
Australia
$439M +$82.1M 9 13.76% Increased
561
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$439M -$14.2M 7 10.47% Reduced
562
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$438M +$338M 27 4.29% Increased
563
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$438M +$338M 27 4.29% Increased
564
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$437M -$5.83M 28 9.13% Reduced
565
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$433M +$119M 31 1.44% Increased
566
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$433M +$16.1M 20 7.22% Increased
567
Glenview Trust
Glenview Trust
Kentucky
$432M -$276K 8 8.4% Reduced
568
Ruffer LLP
Ruffer LLP
United Kingdom
$430M +$57.2M 3 16.55% Increased
569
CCP
Camelot Capital Partners
California
$429M -$17.6M 1 100% Reduced
570
Chicago Capital
Chicago Capital
Illinois
$425M +$11.5M 11 12% Increased
571
NCM
Nellore Capital Management
California
$424M +$12.8M 6 57.71% Increased
572
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$424M +$30.8M 23 7.47% Increased
573
HRT Financial
HRT Financial
New York
$423M +$195M 41 2.68% Increased
574
Stephens Inc
Stephens Inc
Arkansas
$422M -$4.87M 14 6.19% Reduced
575
Soroban Capital Partners
Soroban Capital Partners
New York
$420M +$428M 2 5.93% Increased