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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
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$77.9M -$413K 7 4.3% Reduced
577
Welch & Forbes
Welch & Forbes
Massachusetts
$77.3M +$5M 5 2.44% Increased
578
CCM
Cupps Capital Management
Illinois
$77.2M -$16M 8 6.25% Reduced
579
NCA
Newbrook Capital Advisors
New York
$77.1M -$25.8M 2 9.07% Reduced
580
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$76.9M +$15.8M 2 5.14% Increased
581
TCSAM
Tyrus Capital S.A.M.
Monaco
$76.8M +$64.8K 2 10.1% Increased
582
KCM
Kingstown Capital Management
New York
$76.2M -$8.64M 1 11.41% Reduced
583
GW&K Investment Management
GW&K Investment Management
Massachusetts
$76.1M +$4.56M 3 1.93% Increased
584
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$75.7M -$2.21M 30 2.07% Reduced
585
CPIM
Columbia Partners Investment Management
Virginia
$75.6M -$1.83M 7 3.5% Reduced
586
Todd Asset Management
Todd Asset Management
Kentucky
$75.2M -$322K 4 2.14% Reduced
587
MCM
McKinley Capital Management
Alaska
$74.8M +$7.76M 2 3.07% Increased
588
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$74.6M +$2.26M 2 1.7% Increased
589
QIM
Quantitative Investment Management
Virginia
$73.9M +$2.16M 3 13.24% Increased
590
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$73.8M +$1.45M 5 7.73% Increased
591
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$73.7M +$9.74M 3 5.9% Increased
592
Whittier Trust
Whittier Trust
California
$73.5M +$2.07M 12 3.63% Increased
593
Scotia Capital
Scotia Capital
Ontario, Canada
$73.5M +$344K 8 1.59% Increased
594
Marsico Capital Management
Marsico Capital Management
Colorado
$73.4M -$136M 4 0.53% Reduced
595
CCM
Cornerstone Capital Management
Minnesota
$73.4M -$84.2M 2 2.35% Reduced
596
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$73.1M +$1.23M 9 2.52% Increased
597
CAM
Contour Asset Management
New York
$73.1M -$39.8M 2 3.53% Reduced
598
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$73.1M -$1.2M 5 2.61% Reduced
599
People's United Financial
People's United Financial
Connecticut
$72.7M +$5.01M 7 3.87% Increased
600
CC
Colrain Capital
Massachusetts
$72.7M -$20.9M 3 5.24% Reduced