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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
901
TCTC Holdings
TCTC Holdings
Texas
$241M +$946K 7 6.32% Increased
902
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$239M +$3.75M 14 11.72% Increased
903
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$238M +$3.09M 26 5.77% Increased
904
Community Trust & Investment
Community Trust & Investment
Kentucky
$238M -$1.45M 4 12.29% Reduced
905
Soma Equity Partners
Soma Equity Partners
California
$238M -$126M 3 16.57% Reduced
906
Carrhae Capital
Carrhae Capital
United Kingdom
$237M +$22.9M 4 6.54% Increased
907
NEI
Northwest & Ethical Investments
Ontario, Canada
$237M -$61.8M 16 5.51% Reduced
908
Vulcan Value Partners
Vulcan Value Partners
Alabama
$237M -$151M 1 7.2% Reduced
909
Kimelman & Baird
Kimelman & Baird
New York
$237M -$1.53M 11 17.43% Reduced
910
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$236M -$14.9M 10 7.26% Reduced
911
SAI
Systematic Alpha Investments
New Jersey
$235M +$4.89M 11 6.3% Increased
912
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$234M -$20.2M 12 7.04% Reduced
913
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$234M +$13.2M 4 8.22% Increased
914
Harvard Management Company
Harvard Management Company
Massachusetts
$234M +$31.5M 1 5.49% Increased
915
AAM
Arohi Asset Management
Singapore
$234M -$28.3M 2 85.54% Reduced
916
BNP Paribas
BNP Paribas
France
$233M -$87.7M 14 6.33% Reduced
917
Leonard Green & Partners
Leonard Green & Partners
California
$233M $0 1 24.23% Maintained
918
Canoe Financial
Canoe Financial
Alberta, Canada
$233M +$47M 3 2.88% Increased
919
SCM
Silvant Capital Management
Georgia
$233M -$255M 7 6.77% Reduced
920
Cary Street Partners
Cary Street Partners
Virginia
$232M -$1.41M 14 5.08% Reduced
921
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$232M +$193M 28 4.41% Increased
922
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$232M -$2.67M 13 4.89% Reduced
923
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$231M -$71.8K 6 11.68% Reduced
924
BIT Capital
BIT Capital
Germany
$231M +$35M 6 6.84% Increased
925
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$231M +$4.12M 16 6.45% Increased