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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
Capital International Sarl
Capital International Sarl
California
$331M +$33.3M 14 7.51% Increased
652
OFI Invest Asset Management
OFI Invest Asset Management
France
$331M +$58.9M 9 8.7% Increased
653
Cannell & Spears
Cannell & Spears
New York
$331M -$12.7M 9 7.13% Reduced
654
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$330M -$59.9M 2 1.51% Reduced
655
CTEF
Capital Today Evergreen Fund
Cayman Islands
$327M $0 2 99.58% Maintained
656
JWCA
J.W. Cole Advisors
Florida
$327M +$142M 16 10.14% Increased
657
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$327M -$6.7M 37 6.1% Reduced
658
Caxton Associates (UK)
Caxton Associates (UK)
$326M +$366M 24 11.33% New
659
Causeway Capital Management
Causeway Capital Management
California
$325M +$43.9M 8 6.8% Increased
660
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$325M -$21.2M 3 10.96% Reduced
661
MG
Meritage Group
California
$324M +$47.6M 1 8.92% Increased
662
KIA
KCM Investment Advisors
California
$324M -$10.3M 5 11.63% Reduced
663
SAM
Securian Asset Management
Minnesota
$320M -$1.96M 17 9.74% Reduced
664
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$319M -$2.3M 11 5.97% Reduced
665
SC
Strategy Capital
California
$318M -$16.9M 2 29.79% Reduced
666
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$315M +$743K 8 11.64% Increased
667
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$314M $0 1 63.09% Maintained
668
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$313M -$32.1M 2 77.69% Reduced
669
WesBanco Bank
WesBanco Bank
West Virginia
$312M +$8.44M 14 10.85% Increased
670
Synovus Financial
Synovus Financial
Georgia
$312M -$19.3M 13 4.03% Reduced
671
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$312M -$10.2M 16 9.1% Reduced
672
Wedbush Securities
Wedbush Securities
California
$311M -$3.25M 17 11.41% Reduced
673
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$311M -$6.39M 13 6.4% Reduced
674
Waverly Advisors
Waverly Advisors
Alabama
$310M +$76.6M 13 3.77% Increased
675
BIM
Barton Investment Management
Pennsylvania
$309M -$31.2M 6 37.92% Reduced