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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
351
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$490M -$34.1M 9 22.38% Reduced
352
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$489M -$28.2M 25 8.02% Reduced
353
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$489M -$41.3M 5 11.06% Reduced
354
Capital Wealth Planning
Capital Wealth Planning
Florida
$488M +$137M 4 9.55% Increased
355
Blackhill Capital
Blackhill Capital
New Jersey
$484M +$323K 3 56.13% Increased
356
M&G Investment Management
M&G Investment Management
United Kingdom
$475M +$44.6M 18 2.81% Increased
357
Connectus Wealth
Connectus Wealth
Ohio
$471M +$260M 12 10.75% Increased
358
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$470M +$3.33M 8 14.19% Increased
359
D1 Capital Partners
D1 Capital Partners
New York
$470M +$26M 2 11.14% Increased
360
TPSF
Texas Permanent School Fund
Texas
$470M +$6.28M 23 7.49% Increased
361
Dorsal Capital Management
Dorsal Capital Management
California
$468M +$25.4M 4 30.47% Increased
362
IHG
Insight Holdings Group
New York
$465M +$3.85M 3 9.62% Increased
363
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461M +$1.04M 15 5.67% Increased
364
MML Investors Services
MML Investors Services
Massachusetts
$461M +$12.9M 24 3.5% Increased
365
Swiss Life Asset Management
Swiss Life Asset Management
$459M -$19.5M 14 7.42% Reduced
366
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$458M +$15.4M 4 9.57% Increased
367
Merit Financial Group
Merit Financial Group
Georgia
$456M +$279M 10 14.11% Increased
368
SW
SVB Wealth
Massachusetts
$455M -$4.89M 18 6.99% Reduced
369
Daiwa Securities Group
Daiwa Securities Group
Japan
$453M -$32.6M 46 3.46% Reduced
370
GGHC
Gilder Gagnon Howe & Co
New York
$449M -$256M 15 8.01% Reduced
371
RAA
RWC Asset Advisors
Florida
$448M +$331M 3 42.87% Increased
372
HMP
HS Management Partners
New York
$447M +$18.7M 3 16.18% Increased
373
Brighton Jones LLC
Brighton Jones LLC
Washington
$446M -$9.41M 14 25.83% Reduced
374
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$444M +$232M 96 2.72% Increased
375
PGP
Prescott General Partners
Florida
$443M $0 4 30.38% Maintained