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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
876
Osmosis Investment Management UK
Osmosis Investment Management UK
United Kingdom
$254M -$252M 13 11.81% Reduced
877
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$254M +$7.07M 5 7.16% Increased
878
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$253M +$20.3M 15 2.15% Increased
879
NS Partners
NS Partners
United Kingdom
$253M -$7.09M 2 10.86% Reduced
880
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$253M +$656K 18 2.97% Increased
881
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$252M -$24.8M 6 14.09% Reduced
882
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$252M -$13.4M 8 7.22% Reduced
883
MIM
Meridiem Investment Management
United Kingdom
$252M -$24.6M 2 6.75% Reduced
884
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$251M -$1.32M 62 6.69% Reduced
885
Modern Wealth Management
Modern Wealth Management
Kansas
$250M +$40.4M 12 2.98% Increased
886
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$250M +$4.72M 15 5.22% Increased
887
Homestead Advisers
Homestead Advisers
Virginia
$249M +$151M 4 6.2% Increased
888
NAM
NorthCrest Asset Manangement
Minnesota
$249M +$32.6M 19 6.41% Increased
889
Penserra Capital Management
Penserra Capital Management
California
$249M +$105M 35 1.91% Increased
890
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
$248M -$4.63M 14 9.4% Reduced
891
Capital Investment Advisors
Capital Investment Advisors
Georgia
$247M +$3.27M 11 3.26% Increased
892
SBI Securities
SBI Securities
Japan
$247M -$4.79M 113 5.62% Reduced
893
Venture Visionary Partners
Venture Visionary Partners
Ohio
$246M +$18.1M 8 6.83% Increased
894
BG
Bollard Group
Massachusetts
$246M +$3.26M 10 7.48% Increased
895
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$245M -$5.65M 4 12.4% Reduced
896
LFCM
Long Focus Capital Management
Puerto Rico
$244M +$15.4M 5 6.23% Increased
897
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$243M +$6.75M 13 3.84% Increased
898
Douglas Lane & Associates
Douglas Lane & Associates
New York
$242M +$14.2M 9 3.29% Increased
899
AMI Asset Management
AMI Asset Management
California
$242M -$12.4M 4 13.93% Reduced
900
Darlington Partners Capital Management
Darlington Partners Capital Management
California
$242M $0 1 10.67% Maintained