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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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$257M +$34.1M 14 2.18% Increased
677
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$257M +$41M 40 1.63% Increased
678
HCM
Hollencrest Capital Management
California
$257M +$169M 18 11.77% Increased
679
GRQ
Gardner Russo & Quinn
Pennsylvania
$256M +$15.5M 3 2.63% Increased
680
SAM
Shell Asset Management
Netherlands
$256M -$14.1M 32 11.66% Reduced
681
RAM
RJA Asset Management
Connecticut
$255M -$28.9M 1 86.43% Reduced
682
CA
Cornerstone Advisors
North Carolina
$254M -$14.3M 5 10.52% Reduced
683
WCM
Windward Capital Management
California
$253M -$3.04M 3 21.15% Reduced
684
QPBE
Quintet Private Bank (Europe)
Luxembourg
$252M +$200M 12 11.25% Increased
685
SI
Squadra Investments
Brazil
$251M +$24.1M 1 38.52% Increased
686
MVIP
Mar Vista Investment Partners
California
$250M -$44.6M 3 10.91% Reduced
687
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$249M -$9.29M 14 8.95% Reduced
688
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$249M -$14.9M 14 17.58% Reduced
689
Washington Trust
Washington Trust
Rhode Island
$248M -$1.21M 21 9.11% Reduced
690
Woodline Partners
Woodline Partners
California
$248M +$92.5M 13 2.28% Increased
691
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$247M -$9.38M 9 5.26% Reduced
692
LBP AM
LBP AM
France
$246M -$40.2M 9 9.82% Reduced
693
NIM
Northeast Investment Management
Massachusetts
$246M -$3.71M 7 12.11% Reduced
694
SAM
Scopus Asset Management
New York
$246M +$66.6M 7 5.09% Increased
695
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$246M +$43.9M 8 8.15% Increased
696
Crake Asset Management
Crake Asset Management
United Kingdom
$245M +$7.23M 3 24.77% Increased
697
Parallel Advisors
Parallel Advisors
California
$245M +$5.41M 71 6.63% Increased
698
Close Asset Management
Close Asset Management
United Kingdom
$244M +$9.79M 6 8.92% Increased
699
Old National Bancorp
Old National Bancorp
Indiana
$244M +$9.03M 12 5.79% Increased
700
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$244M -$29.7M 1 2.25% Reduced