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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
576
Ignis Investment Services
Ignis Investment Services
United Kingdom
$72.3M -$103M 1 2.52% Reduced
577
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$72.2M -$304K 4 3.98% Reduced
578
UBS O'Connor
UBS O'Connor
Illinois
$72M +$17.7M 4 1.36% Increased
579
Capital International Inc
Capital International Inc
California
$71.9M -$1.24M 3 3.17% Reduced
580
Evercore Wealth Management
Evercore Wealth Management
New York
$71.6M -$9.8M 10 4.02% Reduced
581
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$71.5M +$2.47M 6 7.7% Increased
582
SAM
Sentinel Asset Management
Vermont
$71.4M -$5.65M 3 1.41% Reduced
583
CPIM
Columbia Partners Investment Management
Virginia
$71.3M -$1.62M 6 3.11% Reduced
584
CCP
Clough Capital Partners
Massachusetts
$71.2M -$1.26M 2 2.22% Reduced
585
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$70.6M +$2.29M 7 3.95% Increased
586
Orbis Holdings
Orbis Holdings
Bermuda
$70.3M -$726M 4 0.56% Reduced
587
MAMU
Marathon Asset Management (UK)
United Kingdom
$70.1M +$31.1M 1 1.8% Increased
588
CCA
Canyon Capital Advisors
Texas
$69.6M +$15.7M 1 4.39% Increased
589
Walleye Trading
Walleye Trading
New York
$69.6M -$96.9M 11 1% Reduced
590
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$69.4M +$2.99M 3 5.68% Increased
591
Conning Inc
Conning Inc
Connecticut
$69.3M +$4.16M 7 4.07% Increased
592
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$69.3M +$5.68M 28 2.02% Increased
593
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$69.2M +$3.95M 14 0.51% Increased
594
Todd Asset Management
Todd Asset Management
Kentucky
$68.9M +$45.2M 3 1.99% Increased
595
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$68.6M +$20.8M 2 1.6% Increased
596
Becker Capital Management
Becker Capital Management
Oregon
$68.4M +$21.1M 2 2.8% Increased
597
KAM
Keeley Asset Management
Illinois
$68.3M +$6.29M 4 1.18% Increased
598
Marshall Wace
Marshall Wace
United Kingdom
$68.3M +$71.4M 11 1.24% New
599
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$68.2M +$14M 1 3.5% Increased
600
IVA
International Value Advisers
$67.9M +$373K 2 1.63% Increased