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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
Bailard
Bailard
California
$298M +$2.07M 19 6.95% Increased
727
NIM
Northeast Investment Management
Massachusetts
$298M +$1.49M 7 12.73% Increased
728
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$298M +$2.21M 41 7.94% Increased
729
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$298M -$4.7M 6 8.43% Reduced
730
Generali Asset Management
Generali Asset Management
Italy
$297M -$9.42M 17 6.78% Reduced
731
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$297M +$20.1M 18 5.74% Increased
732
JAFL
Jay A. Fishman Ltd
Michigan
$296M +$6.38M 3 28.37% Increased
733
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$294M $0 17 9.6% Maintained
734
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$292M +$179M 22 6.67% Increased
735
RI
RWWM Inc
California
$292M -$4.5M 2 24.09% Reduced
736
ACM
Anomaly Capital Management
New York
$291M -$10.2M 3 9.25% Reduced
737
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$291M -$6.56M 13 8.27% Reduced
738
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$290M -$14M 8 8.73% Reduced
739
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$289M -$8.81M 5 12.83% Reduced
740
Wedbush Securities
Wedbush Securities
California
$289M -$22.8M 18 10.09% Reduced
741
NZS Capital
NZS Capital
Colorado
$287M -$42.8M 8 9.76% Reduced
742
RC
Raine Capital
New York
$287M $0 1 92.92% Maintained
743
SoftBank Group
SoftBank Group
Japan
$287M -$5.9M 3 1.15% Reduced
744
Munro Partners
Munro Partners
Australia
$287M +$25.3M 4 8.91% Increased
745
TCMX
Technology Crossover Management XI
California
$286M $0 2 27.15% Maintained
746
CTEF
Capital Today Evergreen Fund
Cayman Islands
$285M $0 2 99.55% Maintained
747
HCS
Himension Capital (Singapore)
Singapore
$285M -$30.5M 7 22.25% Reduced
748
BC
BIT Capital
Germany
$285M +$37.7M 11 16.41% Increased
749
Pzena Investment Management
Pzena Investment Management
New York
$284M +$19M 3 0.92% Increased
750
Calamos Wealth Management
Calamos Wealth Management
Illinois
$284M +$10.6M 9 12.01% Increased