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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
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$606M -$24.2M 1 14.64% Reduced
352
Cardano Risk Management
Cardano Risk Management
Netherlands
$606M -$315K 2 49.26% Reduced
353
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$600M -$56.5M 10 3.93% Reduced
354
Prudential plc
Prudential plc
United Kingdom
$598M +$9.6M 24 6.65% Increased
355
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588M -$2.36M 13 6.59% Reduced
356
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$586M -$640K 22 7.9% Reduced
357
ACA
Abdiel Capital Advisors
New York
$585M -$46.7M 2 25.65% Reduced
358
VVP
Vulcan Value Partners
Alabama
$585M -$188M 2 8.91% Reduced
359
AP
Altarock Partners
Florida
$585M -$67.9M 1 14.65% Reduced
360
EC
Eminence Capital
New York
$584M -$30.2M 4 11.54% Reduced
361
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$580M -$47.8M 10 71.76% Reduced
362
PGP
Prescott General Partners
Florida
$579M $0 4 36.82% Maintained
363
Eagle Asset Management
Eagle Asset Management
Florida
$579M -$78.1M 12 3.43% Reduced
364
Brighton Jones LLC
Brighton Jones LLC
Washington
$575M +$1.71M 16 29.18% Increased
365
Regions Financial Corp
Regions Financial Corp
Alabama
$573M -$422K 11 5.15% Reduced
366
Pathstone Family Office
Pathstone Family Office
New Jersey
$570M +$270M 27 4.34% Increased
367
Zacks Investment Management
Zacks Investment Management
Illinois
$568M +$31.7M 12 7.35% Increased
368
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$565M -$51.3M 6 6.89% Reduced
369
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$563M -$21.5M 15 6.23% Reduced
370
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$562M -$2.91M 16 9.78% Reduced
371
Lido Advisors
Lido Advisors
California
$561M +$33.6M 17 4.27% Increased
372
Achmea Investment Management
Achmea Investment Management
Netherlands
$559M +$17.3M 16 12.21% Increased
373
AKRE Capital Management
AKRE Capital Management
Virginia
$557M +$11.4M 1 4.84% Increased
374
QRG Capital Management
QRG Capital Management
Illinois
$557M +$589M 22 9.67% New
375
HCS
Himension Capital (Singapore)
Singapore
$554M -$80.9M 8 56.84% Reduced