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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
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$233M +$2.81M 16 5.88% Increased
577
OC
Oakmont Corp
California
$233M -$9.49M 3 32.18% Reduced
578
MICM
Matthews International Capital Management
California
$232M -$14.7M 8 33.26% Reduced
579
Squarepoint
Squarepoint
New York
$231M -$232M 65 1.29% Reduced
580
Ossiam
Ossiam
France
$231M +$30.9M 9 6.95% Increased
581
Erste Asset Management
Erste Asset Management
Austria
$230M -$2.13M 14 5.11% Reduced
582
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$229M -$7.54M 3 9.44% Reduced
583
MVP
Miller Value Partners
Florida
$228M -$11M 5 11.57% Reduced
584
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$227M -$5.4M 5 5.03% Reduced
585
SG Americas Securities
SG Americas Securities
New York
$227M -$726M 67 2.42% Reduced
586
Westwood Holdings Group
Westwood Holdings Group
Texas
$227M -$53.7M 10 2.48% Reduced
587
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$226M +$2.02M 3 30.83% Increased
588
Abeille Asset Management
Abeille Asset Management
France
$225M -$58.4M 2 7.97% Reduced
589
BCM
Brown Capital Management
Maryland
$223M +$96.2M 8 2.98% Increased
590
Capstone Investment Advisors
Capstone Investment Advisors
New York
$222M +$134M 13 1.08% Increased
591
Silvercrest Asset Management
Silvercrest Asset Management
New York
$221M -$11.2M 18 1.68% Reduced
592
Segantii Capital Management
Segantii Capital Management
Hong Kong
$221M +$134M 3 5.46% Increased
593
CA
Cornerstone Advisors
North Carolina
$220M +$51.1M 5 11.57% Increased
594
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$219M -$911K 23 9.97% Reduced
595
R.M. Davis Inc
R.M. Davis Inc
Maine
$218M +$3.11M 5 6.09% Increased
596
Hyperion Asset Management
Hyperion Asset Management
Australia
$218M +$23.7M 4 12.74% Increased
597
Waverton Investment Management
Waverton Investment Management
United Kingdom
$218M -$4.12M 3 8.49% Reduced
598
Tidal Investments
Tidal Investments
Wisconsin
$218M +$14.4M 37 7.99% Increased
599
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$218M +$1.23M 4 8.07% Increased
600
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$218M +$16.2M 4 12.72% Increased