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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
601
SCGE Management
SCGE Management
California
$99.9M +$33.2M 6 27.81% Increased
602
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$99.6M +$3.18M 11 5.9% Increased
603
ACM
Alta Capital Management
Utah
$99.5M -$2.8M 3 6.19% Reduced
604
Rockefeller Financial Services
Rockefeller Financial Services
New York
$99.3M -$6.19M 7 2.07% Reduced
605
PRA
Parametric Risk Advisors
Connecticut
$98.7M -$14.7M 4 6.66% Reduced
606
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$98.6M -$20.1M 19 1.47% Reduced
607
DC
Deere & Company
Illinois
$98.4M -$5.15M 9 5.22% Reduced
608
Private Advisor Group
Private Advisor Group
New Jersey
$97.9M +$349K 8 3.99% Increased
609
SIM
Sentry Investment Management
Wisconsin
$97.5M +$2.24M 8 4.25% Increased
610
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$97.5M -$1.35M 1 6.75% Reduced
611
RP
RBS Partners
Florida
$97.4M $0 1 11.05% Maintained
612
DF Dent & Co
DF Dent & Co
Maryland
$97.1M +$298K 6 2.69% Increased
613
ANI
American National Insurance
Texas
$96.9M $0 6 5.62% Maintained
614
Tredje AP-fonden
Tredje AP-fonden
Sweden
$96.3M -$2.54M 8 4.35% Reduced
615
IP
Interval Partners
New York
$95.4M +$10.6M 2 6.06% Increased
616
SBIA
Sheaff Brock Investment Advisors
Indiana
$95.2M -$5.44M 6 12.7% Reduced
617
NSLI
Nan Shan Life Insurance
Taiwan
$94.2M -$2.92M 3 2.73% Reduced
618
TIAA CREF Trust
TIAA CREF Trust
Missouri
$93.9M +$3.74M 4 0.79% Increased
619
MAM
Myriad Asset Management
Hong Kong
$93M +$39.7M 3 5.91% Increased
620
ELC
Edgar Lomax Company
Virginia
$92.3M -$146K 2 5.72% Reduced
621
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$91.8M +$9.45M 7 1.64% Increased
622
Whittier Trust
Whittier Trust
California
$91.8M +$1.45M 13 4% Increased
623
Braun Stacey Associates
Braun Stacey Associates
New York
$91.7M +$21.2M 4 5.82% Increased
624
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$91.3M $0 2 6.14% Maintained
625
LCM
Logan Capital Management
Pennsylvania
$91.3M -$4.36M 8 7.46% Reduced