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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
SC
Strategy Capital
California
$377M -$12.3M 2 30.64% Reduced
627
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$376M +$11M 8 14.66% Increased
628
Cannell & Spears
Cannell & Spears
New York
$375M +$29.8M 10 7.7% Increased
629
Country Trust Bank
Country Trust Bank
Illinois
$375M -$32.9M 7 9.36% Reduced
630
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$373M +$3.78M 40 6.72% Increased
631
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$373M -$1.46M 17 6.1% Reduced
632
KIA
KCM Investment Advisors
California
$373M -$4.97M 5 12.85% Reduced
633
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$373M -$16.2M 18 6.38% Reduced
634
Vinva Investment Management
Vinva Investment Management
Australia
$372M +$47.3M 20 14.17% Increased
635
Synovus Financial
Synovus Financial
Georgia
$368M -$10.7M 15 4.69% Reduced
636
JAFL
Jay A. Fishman Ltd
Michigan
$368M -$3.83M 3 34.47% Reduced
637
Citizens Financial Group
Citizens Financial Group
Rhode Island
$365M +$15.9M 11 7.12% Increased
638
GRQ
Gardner Russo & Quinn
Pennsylvania
$365M +$19.4M 4 4.13% Increased
639
Vident Advisory
Vident Advisory
Georgia
$365M +$109M 44 6.4% Increased
640
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$365M +$6.57M 15 5.22% Increased
641
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$363M -$10.5M 9 6.64% Reduced
642
SAM
Securian Asset Management
Minnesota
$360M -$10.6M 15 10.47% Reduced
643
DFO
Duquesne Family Office
New York
$359M +$9.55M 3 9.65% Increased
644
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$359M +$1.09M 9 8.64% Increased
645
RAM
RJA Asset Management
Connecticut
$358M -$13.5M 1 85.88% Reduced
646
Eagle Global Advisors
Eagle Global Advisors
Texas
$357M +$181M 7 14.6% Increased
647
Antipodes Partners
Antipodes Partners
Australia
$356M -$33.4M 9 12.38% Reduced
648
Merit Financial Group
Merit Financial Group
Georgia
$355M +$42.2M 20 6.38% Increased
649
Modera Wealth Management
Modera Wealth Management
New Jersey
$354M -$2.35M 10 4.27% Reduced
650
PIM
Platinum Investment Management
Australia
$354M -$164M 10 20.77% Reduced