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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
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.14B -$24.5M 37 4.52% Reduced
327
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.14B +$28M 25 11.24% Increased
328
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.13B +$263M 15 3.84% Increased
329
Davenport & Co
Davenport & Co
Virginia
$1.13B -$16.5M 19 6.16% Reduced
330
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.12B -$53.4M 17 12.29% Reduced
331
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12B +$785K 35 9.07% Increased
332
Krane Funds Advisors
Krane Funds Advisors
New York
$1.12B -$428M 12 43.96% Reduced
333
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.1B -$50.8M 8 21.45% Reduced
334
SP
Summit Partners
Massachusetts
$1.1B -$261M 2 77.41% Reduced
335
USS Investment Management
USS Investment Management
United Kingdom
$1.09B -$7.35M 19 6.49% Reduced
336
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.09B +$61.4M 6 12.13% Increased
337
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.08B -$7.75M 7 34.65% Reduced
338
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.07B -$28.4M 6 10.72% Reduced
339
IEQ Capital
IEQ Capital
California
$1.06B -$35.7M 45 6.49% Reduced
340
Carmignac Gestion
Carmignac Gestion
France
$1.06B -$106M 8 16.25% Reduced
341
Rafferty Asset Management
Rafferty Asset Management
New York
$1.05B +$194M 26 3.48% Increased
342
Soroban Capital Partners
Soroban Capital Partners
New York
$1.05B +$517M 1 10.28% Increased
343
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.05B -$1.44M 29 10.97% Reduced
344
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.05B -$37M 5 10.44% Reduced
345
SCGE Management
SCGE Management
California
$1.04B -$273M 5 21.9% Reduced
346
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.03B -$356M 12 3.64% Reduced
347
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.03B +$68.5M 46 7.02% Increased
348
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.03B +$35.4M 79 9.55% Increased
349
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.03B +$45.6M 63 5.29% Increased
350
Huntington National Bank
Huntington National Bank
Ohio
$1.02B +$820K 67 6.7% Increased