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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
AKRE Capital Management
AKRE Capital Management
Virginia
$495M -$56K 1 4.37% Reduced
352
Regions Financial Corp
Regions Financial Corp
Alabama
$495M -$13M 13 4.99% Reduced
353
SW
SVB Wealth
Massachusetts
$494M +$31.2M 27 7.22% Increased
354
Brighton Jones LLC
Brighton Jones LLC
Washington
$489M +$20.2M 16 28.67% Increased
355
CIBC World Markets
CIBC World Markets
New York
$489M -$528M 13 6.79% Reduced
356
MML Investors Services
MML Investors Services
Massachusetts
$486M +$13.7M 29 3.69% Increased
357
Railway Pension Investments
Railway Pension Investments
United Kingdom
$483M -$63M 9 5.24% Reduced
358
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$482M +$63.9M 2 10.3% Increased
359
Axiom Investors
Axiom Investors
Connecticut
$480M +$183M 8 10.08% Increased
360
WA
WFM Asia
British Virgin Islands
$479M +$19.9M 4 54.58% Increased
361
Longview Partners
Longview Partners
Guernsey
$478M -$160M 1 4.1% Reduced
362
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$476M -$7.06M 6 15.02% Reduced
363
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$475M -$3.05M 15 6.18% Reduced
364
Swiss Life Asset Management
Swiss Life Asset Management
$474M +$5.44M 10 8.2% Increased
365
DFO
Duquesne Family Office
New York
$470M +$168M 5 26.65% Increased
366
Manning & Napier Group
Manning & Napier Group
New York
$469M -$181M 7 6.12% Reduced
367
GGHC
Gilder Gagnon Howe & Co
New York
$468M -$42.5M 16 8.16% Reduced
368
Daiwa Securities Group
Daiwa Securities Group
Japan
$467M +$9.23M 44 3.88% Increased
369
Atreides Management
Atreides Management
Massachusetts
$467M -$85.2M 4 12.28% Reduced
370
HCS
Himension Capital (Singapore)
Singapore
$464M +$44.5M 3 49.26% Increased
371
AIM
Allen Investment Management
New York
$457M +$17.4M 13 7.89% Increased
372
CFM
Coronation Fund Managers
South Africa
$455M +$39.6M 13 24.42% Increased
373
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$453M -$238M 8 6.34% Reduced
374
MCMC
Matrix Capital Management Company
New Hampshire
$453M +$506M 1 8.66% New
375
WCM Investment Management
WCM Investment Management
California
$451M -$102M 7 1.62% Reduced