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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
Groupama Asset Management
Groupama Asset Management
France
$370M +$61M 9 5.03% Increased
577
Nicholas Company
Nicholas Company
Wisconsin
$368M +$2.59M 6 6.12% Increased
578
SCM
Silvant Capital Management
Georgia
$367M -$4.96M 8 16.3% Reduced
579
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$366M +$9.53M 20 5.86% Increased
580
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$365M +$21.8M 24 3.86% Increased
581
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$365M +$21.8M 24 3.86% Increased
582
BOK Financial
BOK Financial
Oklahoma
$363M +$8.63M 25 6.51% Increased
583
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$360M +$73.4M 42 1.85% Increased
584
Meitav Investment House
Meitav Investment House
Israel
$359M +$107M 6 6.39% Increased
585
Castle Hook Partners
Castle Hook Partners
New York
$359M +$248M 3 8.44% Increased
586
Kinetic Partners Management
Kinetic Partners Management
Florida
$358M +$65.4M 6 26.08% Increased
587
Kodai Capital Management
Kodai Capital Management
Illinois
$358M +$114M 7 6.82% Increased
588
Allworth Financial
Allworth Financial
California
$358M +$60M 59 2.31% Increased
589
DG
Discerene Group
Connecticut
$357M -$4.16M 2 54.79% Reduced
590
AH Capital Management
AH Capital Management
California
$354M -$96.4M 2 30.18% Reduced
591
WhitTier Trust Company
WhitTier Trust Company
Nevada
$354M +$4.03M 26 9.83% Increased
592
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$353M -$3.55M 13 12.12% Reduced
593
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$353M +$19.5M 16 6% Increased
594
PHK
Point72 Hong Kong
Hong Kong
$353M -$8.95M 20 21.18% Reduced
595
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$352M +$153M 8 8.71% Increased
596
Country Trust Bank
Country Trust Bank
Illinois
$351M +$12K 7 8.86% Increased
597
Driehaus Capital Management
Driehaus Capital Management
Illinois
$346M +$46.2M 17 3.35% Increased
598
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$345M -$9.01M 18 7.48% Reduced
599
Perigon Wealth Management
Perigon Wealth Management
California
$345M -$4.39M 14 10% Reduced
600
GRQ
Gardner Russo & Quinn
Pennsylvania
$345M +$110M 4 3.64% Increased