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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
676
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$385M +$38.1M 10 9.4% Increased
677
KIA
KCM Investment Advisors
California
$384M -$2.47M 6 11.42% Reduced
678
PFCS
Pale Fire Capital SE
Czech Republic
$384M +$72.3M 7 27.19% Increased
679
Bahl & Gaynor
Bahl & Gaynor
Ohio
$383M +$9.97M 5 1.77% Increased
680
Eagle Global Advisors
Eagle Global Advisors
Texas
$383M -$3.5M 7 12.67% Reduced
681
CSM Advisors
CSM Advisors
Pennsylvania
$382M +$121M 8 8.16% Increased
682
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$380M -$29.4M 11 8.43% Reduced
683
Miracle Mile Advisors
Miracle Mile Advisors
California
$380M +$6.16M 16 4.46% Increased
684
Atreides Management
Atreides Management
Massachusetts
$380M -$38.3M 3 2.65% Reduced
685
DJE Kapital
DJE Kapital
Germany
$379M +$68.7M 8 7.15% Increased
686
Summit Trail Advisors
Summit Trail Advisors
New York
$379M +$5.46M 32 4.77% Increased
687
Elliott Investment Management
Elliott Investment Management
Florida
$377M $0 1 1.66% Maintained
688
Country Trust Bank
Country Trust Bank
Illinois
$375M +$10.4M 13 6.56% Increased
689
NIM
Northeast Investment Management
Massachusetts
$375M +$16.2M 6 13.8% Increased
690
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$374M +$41.4M 17 4.76% Increased
691
NZS Capital
NZS Capital
Colorado
$374M +$32M 9 9.69% Increased
692
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$373M -$7.23M 14 11.99% Reduced
693
Driehaus Capital Management
Driehaus Capital Management
Illinois
$373M +$120M 8 2.16% Increased
694
Americana Partners
Americana Partners
Texas
$371M +$31.6M 9 8.37% Increased
695
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$370M -$11.1M 12 2.47% Reduced
696
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$370M +$34.4M 16 1.77% Increased
697
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$369M -$83.4M 20 1.15% Reduced
698
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$368M -$2.25M 14 11.71% Reduced
699
IHL
Investment House LLC
California
$368M +$9.63M 13 16.65% Increased
700
C WorldWide Group
C WorldWide Group
Denmark
$368M -$164M 5 8.86% Reduced