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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
Madison Asset Management
Madison Asset Management
Wisconsin
$237M -$2.1M 12 3.99% Reduced
577
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$236M +$151M 34 0.36% Increased
578
PGGM Investments
PGGM Investments
Netherlands
$236M +$267M 8 4.14% New
579
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$236M +$25.4M 38 10.65% Increased
580
SM
Senvest Management
New York
$235M +$12M 4 9.82% Increased
581
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$235M +$17.7M 4 3.92% Increased
582
FFM
FengHe Fund Management
Singapore
$235M +$228M 3 59.63% Increased
583
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$234M +$13.2M 5 9.16% Increased
584
GCCM
Green Court Capital Management
Hong Kong
$234M +$66.8M 1 100% Increased
585
OC
Oakmont Corp
California
$233M +$1.71M 3 36.48% Increased
586
BRWA
B. Riley Wealth Advisors
Florida
$233M +$80.5M 18 7.04% Increased
587
Boston Financial Management
Boston Financial Management
Massachusetts
$231M +$20.2M 7 10.04% Increased
588
JAFL
Jay A. Fishman Ltd
Michigan
$230M +$1.87M 3 33.33% Increased
589
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$229M -$13.9M 16 13.37% Reduced
590
Abeille Asset Management
Abeille Asset Management
France
$227M -$4.72M 2 8.84% Reduced
591
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$227M -$64M 12 5.52% Reduced
592
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$226M -$16.6M 14 6.32% Reduced
593
Waverton Investment Management
Waverton Investment Management
United Kingdom
$226M +$4.08M 4 9.26% Increased
594
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$226M +$250M 42 3.85% New
595
Group One Trading
Group One Trading
Illinois
$225M +$151M 74 0.44% Increased
596
R.M. Davis Inc
R.M. Davis Inc
Maine
$225M +$840K 4 6.51% Increased
597
MVIP
Mar Vista Investment Partners
California
$224M -$270K 3 10.02% Reduced
598
Hyperion Asset Management
Hyperion Asset Management
Australia
$224M -$8.52M 4 13.01% Reduced
599
Abrams Capital Management
Abrams Capital Management
Massachusetts
$223M -$3.6M 1 6.44% Reduced
600
Erste Asset Management
Erste Asset Management
Austria
$222M -$8.59M 14 4.98% Reduced