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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
326
C WorldWide Group
C WorldWide Group
Denmark
$544M -$3.42M 3 7.5% Reduced
327
AE Wealth Management
AE Wealth Management
Kansas
$544M +$24.6M 18 4.31% Increased
328
Kestra Advisory Services
Kestra Advisory Services
Texas
$543M +$5.07M 25 5.81% Increased
329
Yousif Capital Management
Yousif Capital Management
Michigan
$543M -$12.6M 34 7.71% Reduced
330
Cerity Partners
Cerity Partners
New York
$542M +$3.9M 21 6.52% Increased
331
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$541M +$220M 51 3.22% Increased
332
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$539M -$51.7M 29 6.07% Reduced
333
Stockbridge Partners
Stockbridge Partners
Massachusetts
$538M -$90.3M 3 15.23% Reduced
334
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$537M -$11.4M 2 3.63% Reduced
335
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$533M -$25.5M 7 8.12% Reduced
336
Congress Asset Management
Congress Asset Management
Massachusetts
$529M -$101M 10 5.67% Reduced
337
CFM
Comprehensive Financial Management
California
$528M -$114M 7 13.74% Reduced
338
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$527M $0 2 99.23% Maintained
339
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$524M -$34.3M 12 5.52% Reduced
340
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$517M -$16.3M 9 4.89% Reduced
341
TPSF
Texas Permanent School Fund
Texas
$513M +$37.2M 22 8.24% Increased
342
Mutual of America Capital Management
Mutual of America Capital Management
New York
$513M +$8.55M 23 6.92% Increased
343
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$513M +$6.94M 34 3.94% Increased
344
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$510M -$37.4M 1 13.99% Reduced
345
E Fund Management
E Fund Management
China
$507M +$33M 17 47.23% Increased
346
HH
HSG Holding
Hong Kong
$507M -$3.21M 5 54.35% Reduced
347
Blackhill Capital
Blackhill Capital
New Jersey
$505M -$9.07M 3 59.99% Reduced
348
RAA
RWC Asset Advisors
Florida
$500M +$34.9M 5 49.76% Increased
349
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$500M -$2.42M 26 9.07% Reduced
350
Connectus Wealth
Connectus Wealth
Ohio
$499M -$133M 8 10.41% Reduced