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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
626
Zacks Investment Management
Zacks Investment Management
Illinois
$82.6M +$4.61M 7 2.7% Increased
627
Welch & Forbes
Welch & Forbes
Massachusetts
$81.7M -$438K 8 2.62% Reduced
628
KCM
Kingstown Capital Management
New York
$81.7M -$18M 2 8.8% Reduced
629
RP
Ridgegate Proprietary
Australia
$81.6M -$154M 2 39% Reduced
630
SIC
Schwartz Investment Counsel
Michigan
$81.6M +$15.1M 5 6.19% Increased
631
Fiduciary Trust
Fiduciary Trust
Massachusetts
$81.5M +$3.78M 6 3.46% Increased
632
SIM
Sentry Investment Management
Wisconsin
$81.4M +$388K 7 3.76% Increased
633
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$81.4M -$1.08M 1 8.15% Reduced
634
CPCM
Clifton Park Capital Management
Delaware
$80.9M -$27.1M 2 9.19% Reduced
635
Private Advisor Group
Private Advisor Group
New Jersey
$80.7M +$6.54M 9 3.87% Increased
636
ANI
American National Insurance
Texas
$80.5M $0 6 4.77% Maintained
637
NCGI
Next Century Growth Investors
Minnesota
$80.5M +$6.82M 6 3.47% Increased
638
NIT
NumerixS Investment Technologies
British Columbia, Canada
$80.3M +$9.23M 13 9.99% Increased
639
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$80.3M +$3.91M 4 3.46% Increased
640
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$80.3M +$6.03M 7 5.91% Increased
641
TPC
Tiger Pacific Capital
New York
$79.8M +$80.7M 3 72.71% New
642
MVIP
Mar Vista Investment Partners
California
$79.6M -$25M 2 4.66% Reduced
643
Whittier Trust
Whittier Trust
California
$79.6M +$1.99M 14 3.61% Increased
644
HM Payson & Co
HM Payson & Co
Maine
$78.2M -$389K 5 4.02% Reduced
645
IACCA
IDG-Accel China Capital Associates
Hong Kong
$78.2M +$63.3M 1 46.28% Increased
646
PC
Passport Capital
California
$77.9M -$111M 3 1.3% Reduced
647
SAM
Sheffield Asset Management
Illinois
$77.8M -$33.2M 3 15.09% Reduced
648
DC
Deere & Company
Illinois
$77.8M -$2.03M 13 4.54% Reduced
649
WCM
Windward Capital Management
California
$77.7M +$16.8M 3 15.49% Increased
650
Synovus Financial
Synovus Financial
Georgia
$77.6M +$6.49M 12 1.92% Increased