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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
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$192M +$15.8M 1 5.39% Increased
652
Ancora Advisors
Ancora Advisors
Ohio
$191M +$30.7M 33 5.9% Increased
653
III
Independent Investors Inc
New York
$191M -$1.81M 3 54.21% Reduced
654
MIS
Morningstar Investment Services
Illinois
$190M -$12.6M 7 2.69% Reduced
655
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$190M -$5.84M 20 3.92% Reduced
656
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$190M -$1.19M 5 9.56% Reduced
657
Meitav Investment House
Meitav Investment House
Israel
$189M -$15.1M 13 3.33% Reduced
658
SC
Strategy Capital
California
$189M +$22M 2 32.19% Increased
659
Hancock Whitney
Hancock Whitney
Mississippi
$188M -$9.02M 8 8.05% Reduced
660
MMC
Mizuho Markets Cayman
Cayman Islands
$188M +$19.5M 4 17.69% Increased
661
LCG
Luxor Capital Group
New York
$188M +$14.5M 7 5.99% Increased
662
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$187M +$51.9M 2 11.39% Increased
663
Washington Trust
Washington Trust
Rhode Island
$186M -$3.22M 22 9.37% Reduced
664
Valley Forge Capital Management
Valley Forge Capital Management
Florida
$185M $0 1 8.76% Maintained
665
NSLI
Nan Shan Life Insurance
Taiwan
$183M -$65.1M 2 4.47% Reduced
666
Phoenix Financial
Phoenix Financial
Israel
$182M -$24.2M 10 4.02% Reduced
667
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$182M -$16.8M 14 9.87% Reduced
668
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$181M +$12.5M 5 27.26% Increased
669
Avantax Advisory Services
Avantax Advisory Services
Texas
$181M -$2.61M 11 2.78% Reduced
670
Raymond James Trust
Raymond James Trust
Florida
$181M +$5.81M 15 6.74% Increased
671
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$179M +$2.16M 8 5.81% Increased
672
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$176M $0 8 12.2% Maintained
673
Cantor Fitzgerald
Cantor Fitzgerald
New York
$176M +$14.8M 11 3.83% Increased
674
TimesSquare Capital Management
TimesSquare Capital Management
New York
$176M +$10.4M 6 2.44% Increased
675
MAMU
Marathon Asset Management (UK)
United Kingdom
$175M -$97M 5 5.23% Reduced