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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
301
Huntington National Bank
Huntington National Bank
Ohio
$779M -$84.2K 56 7.23% Reduced
302
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$767M -$242M 11 8.08% Reduced
303
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$763M +$5.11M 4 12.34% Increased
304
Farallon Capital Management
Farallon Capital Management
California
$757M -$31.6M 5 3.8% Reduced
305
AMF Tjänstepension
AMF Tjänstepension
Sweden
$746M +$448M 9 6.87% Increased
306
VanEck Associates
VanEck Associates
New York
$739M -$104M 27 1.62% Reduced
307
FAM
Foxhaven Asset Management
Virginia
$738M -$81.2M 5 24.19% Reduced
308
CFM
Coronation Fund Managers
South Africa
$738M -$78.6M 13 19.87% Reduced
309
General Atlantic
General Atlantic
New York
$737M -$8 4 11.61% Reduced
310
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$729M +$12.6M 24 2.05% Increased
311
Davenport & Co
Davenport & Co
Virginia
$726M +$41.9M 15 5.32% Increased
312
WCM Investment Management
WCM Investment Management
California
$724M +$141M 5 2.16% Increased
313
New York Life Investment Management
New York Life Investment Management
New York
$720M -$11.5M 18 7.49% Reduced
314
Cresset Asset Management
Cresset Asset Management
Illinois
$718M +$432M 39 0.89% Increased
315
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$714M -$70.6M 23 8.5% Reduced
316
Cetera Advisor Networks
Cetera Advisor Networks
California
$714M +$5.33M 28 4.96% Increased
317
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$712M $0 1 16.33% Maintained
318
Dorsal Capital Management
Dorsal Capital Management
California
$712M +$17.1M 4 24.55% Increased
319
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$712M -$44.5M 12 3.88% Reduced
320
Daiwa Securities Group
Daiwa Securities Group
Japan
$709M +$16.8M 41 4.69% Increased
321
Riverbridge Partners
Riverbridge Partners
Minnesota
$708M +$47.8M 7 8.93% Increased
322
Nissay Asset Management
Nissay Asset Management
Japan
$707M -$89.5M 19 6.1% Reduced
323
Stockbridge Partners
Stockbridge Partners
Massachusetts
$705M -$113M 2 14.38% Reduced
324
Eagle Asset Management
Eagle Asset Management
Florida
$704M -$19.6M 12 3.92% Reduced
325
Yousif Capital Management
Yousif Capital Management
Michigan
$704M +$8.23M 33 8.56% Increased