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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
651
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$264M -$4.77M 22 14.43% Reduced
652
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$264M +$544K 19 14.69% Increased
653
People's United Financial
People's United Financial
Connecticut
$263M -$6.58M 12 5.87% Reduced
654
IC
Inverness Counsel
New York
$263M +$20M 6 9.67% Increased
655
DCM
Dupont Capital Management
Delaware
$263M -$95.6M 22 8.27% Reduced
656
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$261M +$15.6M 5 8.42% Increased
657
MIS
Morningstar Investment Services
Illinois
$261M +$5.52M 6 3.07% Increased
658
Busey Bank
Busey Bank
Illinois
$260M +$42.3M 6 10.48% Increased
659
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$260M +$272M 15 3.6% New
660
Waverton Investment Management
Waverton Investment Management
United Kingdom
$260M -$13.7M 3 10.24% Reduced
661
SCM
Somerset Capital Management
United Kingdom
$259M +$37.8M 4 26.48% Increased
662
Hosking Partners
Hosking Partners
United Kingdom
$259M -$39.1M 5 6.42% Reduced
663
LCM
Logan Capital Management
Pennsylvania
$258M -$5.14M 15 12.03% Reduced
664
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$258M -$51.8M 7 3.94% Reduced
665
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$255M -$15.9M 6 5.28% Reduced
666
R.M. Davis Inc
R.M. Davis Inc
Maine
$253M +$362K 5 6.28% Increased
667
LFDLE
La Financiere de L'Echiquier
France
$253M +$17.9M 6 8.48% Increased
668
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$252M -$28.9M 28 5.84% Reduced
669
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$252M +$164M 6 31.28% Increased
670
EP Wealth Advisors
EP Wealth Advisors
California
$251M +$22.6M 7 6.87% Increased
671
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$249M -$7.95M 4 8.72% Reduced
672
JAFL
Jay A. Fishman Ltd
Michigan
$247M +$9.76M 3 30.61% Increased
673
NIM
Northeast Investment Management
Massachusetts
$247M -$2.59M 8 13.2% Reduced
674
ACM
Argent Capital Management
Missouri
$247M +$68.2M 6 7.81% Increased
675
Hancock Whitney
Hancock Whitney
Mississippi
$246M +$316K 7 8.61% Increased