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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
TSW
Three Seasons Wealth
Utah
$428M +$383M 4 49.1% Increased
577
IMC Chicago
IMC Chicago
Illinois
$425M +$203M 23 0.19% Increased
578
JWCA
J.W. Cole Advisors
Florida
$423M +$94.6M 17 8.99% Increased
579
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$423M +$54.6M 11 5.66% Increased
580
Mizuho Securities USA
Mizuho Securities USA
New York
$422M -$64.9M 13 9.01% Reduced
581
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$422M -$6.61M 30 6.81% Reduced
582
First Pacific Advisors
First Pacific Advisors
California
$421M -$8.67M 4 6.02% Reduced
583
DJE Kapital
DJE Kapital
Germany
$419M -$35.6M 8 10.17% Reduced
584
CCM
Cadian Capital Management
New York
$412M +$110M 4 23.05% Increased
585
Trexquant Investment
Trexquant Investment
Connecticut
$410M -$85.6M 47 4.63% Reduced
586
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$408M +$15.4M 2 7.54% Increased
587
SAM
Scopus Asset Management
New York
$407M +$84.2M 7 6.85% Increased
588
WhitTier Trust Company
WhitTier Trust Company
Nevada
$407M +$11.4M 31 9.24% Increased
589
Railway Pension Investments
Railway Pension Investments
United Kingdom
$402M -$92.7M 8 5.68% Reduced
590
Jump Financial
Jump Financial
Illinois
$401M +$73.5M 52 4.35% Increased
591
CCM
CoreView Capital Management
Hong Kong
$401M -$139M 3 52.27% Reduced
592
MC
Martin Currie
United Kingdom
$400M -$27.6M 6 15.34% Reduced
593
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$399M +$20.3M 2 1.83% Increased
594
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$398M -$20.9M 4 3.73% Reduced
595
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$394M -$116M 1 5.25% Reduced
596
Yacktman Asset Management
Yacktman Asset Management
Texas
$393M -$19.7M 3 5.28% Reduced
597
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$393M +$71.6M 49 1.81% Increased
598
Citizens Financial Group
Citizens Financial Group
Rhode Island
$393M +$120M 14 6.32% Increased
599
Great Lakes Advisors
Great Lakes Advisors
Illinois
$393M +$122M 17 3.29% Increased
600
SC
Strategy Capital
California
$392M +$15M 2 26.42% Increased