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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
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.22B -$22M 15 9.87% Reduced
302
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.21B +$446M 11 4.84% Increased
303
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.21B -$47.2M 19 6.09% Reduced
304
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.2B +$53.3M 28 12.4% Increased
305
Prudential plc
Prudential plc
United Kingdom
$1.2B -$65.6M 28 6.02% Reduced
306
Harding Loevner
Harding Loevner
New Jersey
$1.2B -$276M 6 9.18% Reduced
307
CIP
CAS Investment Partners
Connecticut
$1.19B -$153M 1 77.19% Reduced
308
MML Investors Services
MML Investors Services
Massachusetts
$1.17B +$41.2M 31 3.88% Increased
309
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.16B +$39.3M 17 13.3% Increased
310
D1 Capital Partners
D1 Capital Partners
New York
$1.16B +$122M 3 17.74% Increased
311
Empower Advisory Group
Empower Advisory Group
Colorado
$1.16B +$22.8M 12 3.78% Increased
312
IFM Investors
IFM Investors
Australia
$1.15B -$2.95M 20 12.51% Reduced
313
Lido Advisors
Lido Advisors
California
$1.15B +$162M 26 5.17% Increased
314
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.15B -$7.37M 12 7.04% Reduced
315
VanEck Associates
VanEck Associates
New York
$1.14B +$12.5M 28 1.48% Increased
316
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.14B +$58.6M 37 4.93% Increased
317
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.13B -$29M 6 40.31% Reduced
318
QRG Capital Management
QRG Capital Management
Illinois
$1.13B +$80M 31 11.7% Increased
319
AssetMark Inc
AssetMark Inc
California
$1.12B +$59.7M 41 3.09% Increased
320
FAM
Foxhaven Asset Management
Virginia
$1.11B -$69.4M 4 33.69% Reduced
321
SCGE Management
SCGE Management
California
$1.11B -$241M 5 31.93% Reduced
322
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.08B $0 3 2.59% Maintained
323
SHIM
Spruce House Investment Management
New York
$1.08B -$251M 4 56.28% Reduced
324
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08B +$64M 34 9.73% Increased
325
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.08B -$55M 29 12.13% Reduced