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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
E Fund Management
E Fund Management
China
$626M +$57.2M 18 49.5% Increased
352
Regions Financial Corp
Regions Financial Corp
Alabama
$623M +$11M 11 5.38% Increased
353
WPL
WINDACRE PARTNERSHIP LLC
Texas
$619M -$515M 1 11.94% Reduced
354
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$619M +$2.36M 17 10.51% Increased
355
Penserra Capital Management
Penserra Capital Management
California
$618M +$144M 50 12.23% Increased
356
EC
Eminence Capital
New York
$614M -$107M 4 8.05% Reduced
357
Congress Asset Management
Congress Asset Management
Massachusetts
$612M -$56.9M 8 5.31% Reduced
358
PIM
Platinum Investment Management
Australia
$605M +$36.5M 8 21% Increased
359
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$601M -$2.37M 13 6.42% Reduced
360
Kestra Advisory Services
Kestra Advisory Services
Texas
$600M +$24.3M 20 6.01% Increased
361
Brighton Jones LLC
Brighton Jones LLC
Washington
$597M -$1.65M 16 30.1% Reduced
362
Achmea Investment Management
Achmea Investment Management
Netherlands
$596M +$132M 19 12.57% Increased
363
Private Advisor Group
Private Advisor Group
New Jersey
$591M +$3.9M 25 5.14% Increased
364
Lido Advisors
Lido Advisors
California
$584M +$1.91M 15 4.17% Increased
365
Swiss Life Asset Management
Swiss Life Asset Management
$584M -$39.3M 13 8.63% Reduced
366
Aristotle Capital Management
Aristotle Capital Management
California
$581M -$1.6M 3 1.18% Reduced
367
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$578M +$77M 21 8.86% Increased
368
Artemis Investment Management
Artemis Investment Management
United Kingdom
$573M -$8.77M 5 7.17% Reduced
369
Zacks Investment Management
Zacks Investment Management
Illinois
$573M +$22.2M 12 7.19% Increased
370
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$572M -$9.65M 2 99.16% Reduced
371
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$570M -$373M 11 4.14% Reduced
372
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$568M +$17.8M 32 5.46% Increased
373
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$563M +$5.73M 6 8.44% Increased
374
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$562M -$54.7M 47 4.83% Reduced
375
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$558M -$1.31M 6 15.12% Reduced