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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
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$355M -$9.12M 15 6.88% Reduced
627
Central Trust Company
Central Trust Company
Missouri
$354M -$4.84M 22 8.71% Reduced
628
SCHF (GPE)
SCHF (GPE)
Wyoming
$354M +$375M 1 84.77% New
629
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$353M +$16M 8 14.37% Increased
630
Voyager Global Management
Voyager Global Management
New York
$352M -$51.5M 2 15.7% Reduced
631
Busey Bank
Busey Bank
Illinois
$350M +$7.71M 7 11.79% Increased
632
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$350M +$1.52M 15 11.64% Increased
633
BOK Financial
BOK Financial
Oklahoma
$349M -$23.8M 20 6.17% Reduced
634
Clal Insurance
Clal Insurance
Israel
$347M -$144M 9 3.59% Reduced
635
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$347M -$63.9M 18 1.33% Reduced
636
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$346M -$2.81M 26 12.06% Reduced
637
RI
RWWM Inc
California
$345M -$27.5M 2 27.77% Reduced
638
Caption Management
Caption Management
Oklahoma
$345M +$186M 22 3.31% Increased
639
Merit Financial Group
Merit Financial Group
Georgia
$344M +$29.7M 24 5.16% Increased
640
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$342M -$8.47M 23 3.99% Reduced
641
CCM
Cadian Capital Management
New York
$342M +$240M 4 14.62% Increased
642
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$339M +$40.8M 17 7.47% Increased
643
Choreo LLC
Choreo LLC
Illinois
$335M -$14.2M 28 5.21% Reduced
644
DFO
Duquesne Family Office
New York
$335M -$32.3M 3 10.94% Reduced
645
Parallel Advisors
Parallel Advisors
California
$335M +$17.4M 74 7.55% Increased
646
Artemis Investment Management
Artemis Investment Management
United Kingdom
$334M -$73.2M 4 5.13% Reduced
647
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$334M -$3.48M 17 4.37% Reduced
648
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$332M -$9.42M 8 6.79% Reduced
649
SCA
Southpoint Capital Advisors
New York
$332M -$70.7M 3 7.92% Reduced
650
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$332M +$623K 15 4.63% Increased