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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
276
MML Investors Services
MML Investors Services
Massachusetts
$1.77B +$265M 31 3.61% Increased
277
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.75B +$293M 16 6.34% Increased
278
IFM Investors
IFM Investors
Australia
$1.75B +$183M 19 11.56% Increased
279
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.72B +$16.8M 4 8.59% Increased
280
Empower Advisory Group
Empower Advisory Group
Colorado
$1.71B +$66.3M 11 4.09% Increased
281
Xponance
Xponance
Pennsylvania
$1.71B -$292M 39 10.49% Reduced
282
Soroban Capital Partners
Soroban Capital Partners
New York
$1.7B -$315M 1 3.55% Reduced
283
Lido Advisors
Lido Advisors
California
$1.69B +$3.9M 26 4.59% Increased
284
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.66B -$239M 34 8.08% Reduced
285
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.66B +$11.6M 33 7.28% Increased
286
AssetMark Inc
AssetMark Inc
California
$1.65B +$75.1M 53 2.84% Increased
287
Vinva Investment Management
Vinva Investment Management
Australia
$1.65B +$588M 18 10.96% Increased
288
SC
Starlite Capital
Texas
$1.65B +$1.67B 2 16.97% New
289
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.61B +$142M 7 11.18% Increased
290
Gotham Asset Management
Gotham Asset Management
New York
$1.58B +$142M 26 3.68% Increased
291
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.58B +$235M 14 7.68% Increased
292
Macquarie Group
Macquarie Group
Australia
$1.57B +$217M 27 6.79% Increased
293
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.57B +$13.3M 24 6.94% Increased
294
Polen Capital Management
Polen Capital Management
Florida
$1.54B -$791M 13 13.26% Reduced
295
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.53B +$935M 27 9.12% Increased
296
Everett Harris & Co
Everett Harris & Co
California
$1.51B -$11M 6 18.6% Reduced
297
FAM
Foxhaven Asset Management
Virginia
$1.51B +$52.3M 5 40.48% Increased
298
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.51B +$45.5M 38 4.39% Increased
299
CIP
CAS Investment Partners
Connecticut
$1.48B -$10.4M 1 78.85% Reduced
300
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.48B +$218M 6 6.34% Increased