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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
226
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$618M +$32.4M 13 25.74% Increased
227
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$617M +$555K 19 4.06% Increased
228
Axiom Investors
Axiom Investors
Connecticut
$615M -$121M 8 15.42% Reduced
229
Alkeon Capital Management
Alkeon Capital Management
New York
$614M -$13.3M 6 3.61% Reduced
230
Moore Capital Management
Moore Capital Management
New York
$614M +$509K 10 11.18% Increased
231
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$613M -$975M 20 1.47% Reduced
232
HighTower Advisors
HighTower Advisors
Illinois
$606M +$4.91M 17 4.97% Increased
233
LPL Financial
LPL Financial
California
$600M +$56.8M 27 1.83% Increased
234
CI Investments Inc
CI Investments Inc
Ontario, Canada
$594M -$167M 6 6.09% Reduced
235
Natixis
Natixis
France
$592M +$172M 18 4.55% Increased
236
CG
Cutler Group
California
$592M -$147M 47 24.22% Reduced
237
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$590M -$1.7M 17 7.5% Reduced
238
UFM
Ursa Fund Management
California
$574M -$161M 2 21.75% Reduced
239
CAM
ClariVest Asset Management
California
$572M +$131M 15 9.84% Increased
240
Polar Capital
Polar Capital
United Kingdom
$571M +$52.9M 5 5.89% Increased
241
GQG Partners
GQG Partners
Florida
$569M +$42.2M 5 17.92% Increased
242
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$563M -$23.5M 20 3.52% Reduced
243
Pendal Group
Pendal Group
Australia
$561M -$59.5M 9 7.26% Reduced
244
Creative Planning
Creative Planning
Kansas
$557M -$25.1M 20 2.4% Reduced
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$556M -$4.33M 22 5.72% Reduced
246
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$553M -$22.9M 3 5.79% Reduced
247
CFM
Coronation Fund Managers
South Africa
$552M +$11.6M 4 17.44% Increased
248
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$551M +$5.8M 29 3.75% Increased
249
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$547M -$7.9M 2 3.36% Reduced
250
Wasatch Advisors
Wasatch Advisors
Utah
$542M -$169M 12 7.19% Reduced