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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
776
Washington Trust
Washington Trust
Rhode Island
$314M -$2.65M 7 9.74% Reduced
777
Perpetual Ltd
Perpetual Ltd
Australia
$313M -$29.4M 12 4.47% Reduced
778
Evergreen Capital Management
Evergreen Capital Management
Washington
$312M +$56.9M 25 5.47% Increased
779
HCM
Howland Capital Management
Massachusetts
$312M -$9.73M 9 11.24% Reduced
780
Chilton Investment Company
Chilton Investment Company
Connecticut
$312M +$31.3M 5 7.47% Increased
781
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$308M +$21.9M 7 4.61% Increased
782
TC
Triata Capital
Hong Kong
$307M +$76.4M 4 52.27% Increased
783
MGO One Seven
MGO One Seven
Ohio
$307M +$30.3M 16 5.07% Increased
784
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$304M +$10.1M 20 2.57% Increased
785
Braun Stacey Associates
Braun Stacey Associates
New York
$302M +$6.91M 2 8.57% Increased
786
III
Independent Investors Inc
New York
$302M -$15.2M 5 57.72% Reduced
787
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$302M -$232M 4 1.13% Reduced
788
Ancora Advisors
Ancora Advisors
Ohio
$302M -$56.4M 25 5.81% Reduced
789
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$301M -$34.7M 12 0.82% Reduced
790
Atria Investments
Atria Investments
North Carolina
$301M -$16.7M 26 3.01% Reduced
791
Eventide Asset Management
Eventide Asset Management
Massachusetts
$300M -$95.7M 7 4.01% Reduced
792
Old National Bancorp
Old National Bancorp
Indiana
$300M -$17.8M 11 5.98% Reduced
793
SL
Summitry LLC
California
$299M +$54.4M 9 9.84% Increased
794
Diversified Trust
Diversified Trust
Tennessee
$299M -$11.2M 24 4.79% Reduced
795
Jain Global
Jain Global
New York
$299M -$4.34M 40 1.17% Reduced
796
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$298M +$32.1M 14 7.73% Increased
797
ATC
Argent Trust Co
Tennessee
$297M +$16.1M 12 8.58% Increased
798
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
$297M +$189M 2 5.17% Increased
799
SCM
Steadfast Capital Management
New York
$296M +$161M 3 9.08% Increased
800
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$296M -$106M 15 3.59% Reduced