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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
Baird Financial Group
Baird Financial Group
Wisconsin
$714M -$7.18M 14 4.18% Reduced
227
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$701M +$159M 7 13.44% Increased
228
C WorldWide Group
C WorldWide Group
Denmark
$700M +$1.91M 2 8.89% Increased
229
CIBC World Market
CIBC World Market
Ontario, Canada
$693M +$89.4M 22 3.19% Increased
230
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$685M -$136M 25 6.1% Reduced
231
H&H International Investment
H&H International Investment
California
$677M +$123M 3 60.63% Increased
232
Man Group
Man Group
United Kingdom
$674M +$83.6M 38 2.56% Increased
233
Creative Planning
Creative Planning
Kansas
$670M -$641K 23 2.41% Reduced
234
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$670M +$22.9M 11 7.52% Increased
235
Silver Lake Group
Silver Lake Group
California
$654M $0 1 14.96% Maintained
236
GCCM
Green Court Capital Management
Hong Kong
$653M +$59.3M 3 97.11% Increased
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$648M +$930K 33 6.31% Increased
238
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$626M +$8.71M 65 4.78% Increased
239
Generation Investment Management
Generation Investment Management
United Kingdom
$620M -$46.3M 2 4.53% Reduced
240
Epoch Investment Partners
Epoch Investment Partners
New York
$618M -$88M 7 2.7% Reduced
241
Glenmede Trust
Glenmede Trust
Pennsylvania
$616M -$29.2M 45 2.79% Reduced
242
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$611M +$8.21M 8 11.82% Increased
243
Victory Capital Management
Victory Capital Management
Texas
$610M +$8.13M 27 1.39% Increased
244
CI Investments Inc
CI Investments Inc
Ontario, Canada
$607M +$76M 8 3.41% Increased
245
VP
Vitruvian Partners
United Kingdom
$593M $0 1 92.95% Maintained
246
PCM
Primavera Capital Management
Cayman Islands
$590M $0 1 27.49% Maintained
247
Axiom Investors
Axiom Investors
Connecticut
$585M +$98M 5 17.94% Increased
248
Krane Funds Advisors
Krane Funds Advisors
New York
$575M +$35.9M 11 33.92% Increased
249
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$573M +$52M 22 5.24% Increased
250
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$572M +$3.28M 20 2.23% Increased