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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
976
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$210M +$739M 10 7.4% Increased
977
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$210M -$5.57M 6 3.5% Reduced
978
Spire Wealth Management
Spire Wealth Management
Virginia
$210M -$4.18M 32 6.34% Reduced
979
Capital International
Capital International
California
$210M +$18.8M 7 6.85% Increased
980
J.L. Bainbridge & Co
J.L. Bainbridge & Co
Florida
$210M +$7.81M 3 16.51% Increased
981
Simplex Trading
Simplex Trading
Illinois
$209M -$24.4M 62 0.12% Reduced
982
Spirepoint Private Client
Spirepoint Private Client
Florida
$209M +$4.64M 9 16.95% Increased
983
Larson Financial Group
Larson Financial Group
Missouri
$209M +$1.2M 67 5.49% Increased
984
MC
Maplelane Capital
New York
$209M +$123M 5 3.79% Increased
985
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$208M +$15.3M 21 4.75% Increased
986
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$208M +$12.9M 3 1.36% Increased
987
Avalon Trust
Avalon Trust
New Mexico
$207M -$2.33M 9 12.74% Reduced
988
Sanctuary Advisors
Sanctuary Advisors
Indiana
$207M -$5.9M 33 0.96% Reduced
989
XTX Topco
XTX Topco
Cayman Islands
$206M +$11.7M 109 2.66% Increased
990
Ardmore Road Asset Management
Ardmore Road Asset Management
New York
$205M +$3M 9 12.05% Increased
991
Freestone Grove Partners
Freestone Grove Partners
California
$205M -$99.3M 25 1.32% Reduced
992
Mill Capital Management
Mill Capital Management
North Carolina
$205M -$599K 4 13.67% Reduced
993
HMI Capital Management
HMI Capital Management
California
$205M -$28.7M 3 28.73% Reduced
994
Howard Capital Management Group
Howard Capital Management Group
California
$204M -$2.07M 5 12.5% Reduced
995
IAM
Infinitum Asset Management
Florida
$204M -$18.8M 2 20.77% Reduced
996
Cullen Capital Management
Cullen Capital Management
New York
$204M +$22.7M 5 2.01% Increased
997
Talbot Financial
Talbot Financial
Washington
$204M +$2.38M 4 15% Increased
998
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$203M +$8.28M 5 4.93% Increased
999
BSN Capital Partners
BSN Capital Partners
United Kingdom
$203M -$617M 2 9.17% Reduced
1000
Accredited Investors
Accredited Investors
Minnesota
$202M -$517K 7 8.72% Reduced