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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
1151
Think Investments
Think Investments
California
$156M -$40.4M 4 18.47% Reduced
1152
New Age Alpha Advisors
New Age Alpha Advisors
New York
$156M -$11M 11 6.61% Reduced
1153
Ascent Group
Ascent Group
Virginia
$156M -$167K 13 4.67% Reduced
1154
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$156M +$31.5M 75 5.83% Increased
1155
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$156M -$1.69M 16 10.87% Reduced
1156
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$156M +$13.3M 39 2.74% Increased
1157
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$155M -$2.26M 5 8.7% Reduced
1158
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$155M +$2.06M 11 2.94% Increased
1159
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
$155M +$2.17M 9 4.89% Increased
1160
Martingale Asset Management
Martingale Asset Management
Massachusetts
$154M -$3.25M 15 3.65% Reduced
1161
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$154M -$952K 7 7.6% Reduced
1162
ACG
Ampersand Capital Group
California
$154M +$25.1M 4 69.33% Increased
1163
Avestar Capital
Avestar Capital
New York
$154M +$3.87M 12 8.58% Increased
1164
Sienna Gestion
Sienna Gestion
France
$153M +$7.83M 6 8.99% Increased
1165
MFF Capital Investments Ltd
MFF Capital Investments Ltd
$153M $0 2 9.31% Maintained
1166
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$153M +$92.3M 4 12.82% Increased
1167
Todd Asset Management
Todd Asset Management
Kentucky
$153M -$7.22M 6 2.72% Reduced
1168
LMCG Investments
LMCG Investments
Massachusetts
$152M +$436K 5 8.14% Increased
1169
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M +$33M 2 0.85% Increased
1170
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$151M +$572K 4 10.55% Increased
1171
HHLR Advisors
HHLR Advisors
Cayman Islands
$151M -$609M 6 18.14% Reduced
1172
Weatherly Asset Management
Weatherly Asset Management
California
$150M -$4.02M 4 10.69% Reduced
1173
Rockland Trust
Rockland Trust
Massachusetts
$150M +$1.18M 5 5.87% Increased
1174
Magellan Asset Management
Magellan Asset Management
Australia
$150M -$407M 1 3.35% Reduced
1175
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$150M +$22.8M 6 4.87% Increased