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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
Norinchukin Bank
Norinchukin Bank
Japan
$353M +$18M 13 7.47% Increased
652
Farallon Capital Management
Farallon Capital Management
California
$353M -$251M 3 1.55% Reduced
653
Sterling Capital Management
Sterling Capital Management
North Carolina
$353M -$4.35M 69 4.84% Reduced
654
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$353M +$12.6M 16 9.76% Increased
655
Wedbush Securities
Wedbush Securities
California
$353M -$10.6M 16 12.57% Reduced
656
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$353M -$1.41M 7 12.68% Reduced
657
WCM
Windward Capital Management
California
$352M -$4.75M 3 26.91% Reduced
658
Parallel Advisors
Parallel Advisors
California
$350M +$4.35M 71 7.88% Increased
659
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$350M -$85.5M 3 9.33% Reduced
660
Atria Investments
Atria Investments
North Carolina
$346M -$1.06M 29 4.31% Reduced
661
Savant Capital
Savant Capital
Illinois
$346M +$56.2M 23 2.72% Increased
662
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$345M $0 2 18.98% Maintained
663
Hantz Financial Services
Hantz Financial Services
Michigan
$344M -$19.7M 24 5.99% Reduced
664
Castleark Management
Castleark Management
Illinois
$342M +$47.2M 5 11.92% Increased
665
HCM
Hollencrest Capital Management
California
$342M +$2.58M 18 13.64% Increased
666
Boston Financial Management
Boston Financial Management
Massachusetts
$342M +$1.03M 7 10.31% Increased
667
SEP
Soma Equity Partners
California
$339M -$45.5M 3 18.74% Reduced
668
Ruffer LLP
Ruffer LLP
United Kingdom
$339M -$69.7M 3 12.23% Reduced
669
WesBanco Bank
WesBanco Bank
West Virginia
$338M -$19.9M 16 11.55% Reduced
670
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$337M +$52.8M 16 7.78% Increased
671
Generali Asset Management
Generali Asset Management
Italy
$337M +$319M 16 8.62% New
672
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$334M +$1.63M 13 6.52% Increased
673
CA
Cornerstone Advisors
North Carolina
$333M -$7.18M 6 13.26% Reduced
674
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$331M +$2.41M 36 9.29% Increased
675
Hancock Whitney
Hancock Whitney
Mississippi
$331M -$114K 9 10.47% Reduced