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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
WhitTier Trust Company
WhitTier Trust Company
Nevada
$221M +$5.22M 22 9.43% Increased
602
TC
Tairen Capital
Hong Kong
$221M +$220M 5 25.1% Increased
603
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$219M -$3.87M 21 9.98% Reduced
604
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$219M +$18.3M 9 1.13% Increased
605
AAM
Ardevora Asset Management
United Kingdom
$218M +$65.2M 7 3.92% Increased
606
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$218M +$25.5M 10 6.51% Increased
607
JSP
Jackson Square Partners
California
$217M -$33.1M 6 5.69% Reduced
608
Durable Capital Partners
Durable Capital Partners
Maryland
$216M -$44.2M 6 2.38% Reduced
609
Merit Financial Group
Merit Financial Group
Georgia
$216M -$232M 10 9.37% Reduced
610
Busey Bank
Busey Bank
Illinois
$215M -$2.56M 5 10.66% Reduced
611
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$215M -$2.69M 5 5.08% Reduced
612
YCM
Yiheng Capital Management
California
$214M -$29M 6 13.23% Reduced
613
MIHAS
Maj Invest Holding A/S
Denmark
$213M -$49.3M 1 5.77% Reduced
614
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$213M +$2.83M 6 9.14% Increased
615
Baupost Group
Baupost Group
Massachusetts
$212M -$66.4M 2 3.66% Reduced
616
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$211M -$50.4M 6 10.4% Reduced
617
TPC
Tiger Pacific Capital
New York
$210M -$16.1M 5 46.09% Reduced
618
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$210M +$4.32M 7 8.95% Increased
619
Sculptor Capital
Sculptor Capital
New York
$208M -$30.9M 12 2.59% Reduced
620
LCM
Logan Capital Management
Pennsylvania
$208M -$1.22M 15 12.47% Reduced
621
Glenview Trust
Glenview Trust
Kentucky
$208M +$7.79M 7 7.88% Increased
622
Advisors Capital Management
Advisors Capital Management
New Jersey
$208M +$24.1M 8 5.56% Increased
623
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$207M +$72.9M 4 3% Increased
624
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$207M +$6.5M 21 5.08% Increased
625
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$207M +$17.1M 12 7.5% Increased