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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
726
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$351M -$256M 6 7.94% Reduced
727
Park Avenue Securities
Park Avenue Securities
New York
$350M +$14.6M 19 2.18% Increased
728
SP
Summit Partners
Massachusetts
$350M -$4.14M 2 57.4% Reduced
729
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$349M -$7.56M 9 6.13% Reduced
730
Bailard
Bailard
California
$348M +$112K 17 7.08% Increased
731
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$346M +$31.6M 12 12.56% Increased
732
Westwood Global Investments
Westwood Global Investments
Massachusetts
$345M +$347M 1 12.12% New
733
Select Equity Group
Select Equity Group
New York
$344M +$153M 6 1.7% Increased
734
DF Dent & Co
DF Dent & Co
Maryland
$344M -$59M 10 6.53% Reduced
735
Modera Wealth Management
Modera Wealth Management
New Jersey
$344M -$11M 8 3.67% Reduced
736
Callan Family Office
Callan Family Office
Pennsylvania
$344M +$5.34M 23 6.73% Increased
737
SC
Strategy Capital
California
$344M -$10.3M 2 21.17% Reduced
738
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$343M -$5.94M 19 3.22% Reduced
739
TCM
Traynor Capital Management
Pennsylvania
$343M -$3.3M 8 15.75% Reduced
740
First Financial Bankshares
First Financial Bankshares
Texas
$342M +$10M 5 6.41% Increased
741
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$341M +$301M 4 0.11% Increased
742
Curi RMB Capital
Curi RMB Capital
Illinois
$341M +$6.79M 14 5.26% Increased
743
SCA
Snowden Capital Advisors
New York
$340M +$7.05M 22 8.04% Increased
744
Covea Finance
Covea Finance
France
$340M -$23.6M 4 10.74% Reduced
745
Chilton Capital Management
Chilton Capital Management
Texas
$339M +$17M 7 10.7% Increased
746
Madison Asset Management
Madison Asset Management
Wisconsin
$339M -$2.45M 7 4.04% Reduced
747
Dragoneer Investment Group
Dragoneer Investment Group
California
$338M -$920M 2 11.94% Reduced
748
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$338M -$54.8M 8 6.77% Reduced
749
NSLI
Nan Shan Life Insurance
Taiwan
$337M +$139M 4 10.56% Increased
750
SC
Styrax Capital
New York
$337M $0 2 22.22% Maintained