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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
CCP
Camelot Capital Partners
California
$434M -$24.8M 2 100% Reduced
577
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$434M -$3.16M 6 15.12% Reduced
578
PGGM Investments
PGGM Investments
Netherlands
$433M +$27.2M 7 5.76% Increased
579
NOSC
North of South Capital
United Kingdom
$432M +$93.5M 5 52.44% Increased
580
Chicago Capital
Chicago Capital
Illinois
$429M -$660K 11 11.38% Reduced
581
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$428M -$28.6M 24 7.81% Reduced
582
SCM
Silvant Capital Management
Georgia
$428M -$3.13M 8 17.75% Reduced
583
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$423M +$35.8M 21 5.6% Increased
584
Harvest Fund Management
Harvest Fund Management
China
$421M +$64.7M 33 19.51% Increased
585
Voyager Global Management
Voyager Global Management
New York
$420M +$103M 2 16.78% Increased
586
NCM
Nellore Capital Management
California
$419M +$16.5M 7 54.77% Increased
587
BCM
Brown Capital Management
Maryland
$418M -$42.8M 9 9.69% Reduced
588
R.M. Davis Inc
R.M. Davis Inc
Maine
$417M +$2.39M 5 8.14% Increased
589
First Pacific Advisors
First Pacific Advisors
California
$410M -$38.1M 3 5.87% Reduced
590
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$410M -$1.62M 11 9.56% Reduced
591
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$409M -$8.29M 12 13.42% Reduced
592
Allworth Financial
Allworth Financial
California
$409M +$35M 66 2.25% Increased
593
Yacktman Asset Management
Yacktman Asset Management
Texas
$409M -$110M 3 4.78% Reduced
594
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$409M -$59M 23 5.86% Reduced
595
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$407M -$15.9M 15 8.08% Reduced
596
SRS Investment Management
SRS Investment Management
New York
$403M -$59.9M 2 5.73% Reduced
597
BOK Financial
BOK Financial
Oklahoma
$403M -$8.05M 20 6.8% Reduced
598
MC
Martin Currie
United Kingdom
$403M +$2.97M 6 14.81% Increased
599
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$402M +$313M 12 4.72% Increased
600
MGCM
Mane Global Capital Management
New York
$401M +$71.7M 10 18.34% Increased