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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
701
Bailard
Bailard
California
$293M +$6.13M 18 7.57% Increased
702
JAFL
Jay A. Fishman Ltd
Michigan
$293M -$32.9M 2 31.98% Reduced
703
Close Asset Management
Close Asset Management
United Kingdom
$292M -$52.4M 10 8.4% Reduced
704
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$292M -$1.17M 14 17% Reduced
705
Hantz Financial Services
Hantz Financial Services
Michigan
$292M -$18M 40 5.13% Reduced
706
AH Capital Management
AH Capital Management
California
$292M $0 1 41.65% Maintained
707
MFAM
Motley Fool Asset Management
Virginia
$292M +$5.89M 16 16.34% Increased
708
HCM
Hollencrest Capital Management
California
$291M -$12.5M 19 12.58% Reduced
709
Country Trust Bank
Country Trust Bank
Illinois
$290M -$45.6M 7 7.32% Reduced
710
Hancock Whitney
Hancock Whitney
Mississippi
$290M -$7.31M 10 9.46% Reduced
711
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$289M -$6.21M 39 8.37% Reduced
712
NZS Capital
NZS Capital
Colorado
$289M -$23.3M 9 13.04% Reduced
713
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$288M +$29M 6 8.79% Increased
714
Gabelli Funds
Gabelli Funds
New York
$288M -$3.25M 20 2.2% Reduced
715
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$287M -$5.74M 17 10.31% Reduced
716
NIM
Northeast Investment Management
Massachusetts
$287M -$2.87M 6 13.38% Reduced
717
Abrams Capital Management
Abrams Capital Management
Massachusetts
$285M $0 1 5.07% Maintained
718
HUB Investment Partners
HUB Investment Partners
Texas
$285M +$29.2M 12 11.3% Increased
719
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$284M +$45.9M 13 5.35% Increased
720
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$284M -$9.18M 8 7.47% Reduced
721
PIM
Platinum Investment Management
Australia
$283M -$81.2M 9 16.43% Reduced
722
RAM
RJA Asset Management
Connecticut
$282M -$36.5M 1 87.06% Reduced
723
Greenleaf Trust
Greenleaf Trust
Michigan
$282M +$4.81M 18 2.57% Increased
724
PAMI
Perseverance Asset Management International
Cayman Islands
$281M -$44.2M 4 36.71% Reduced
725
Iconiq Capital
Iconiq Capital
California
$281M +$56.7M 14 4.98% Increased