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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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$679M -$849K 2 3.6% Reduced
352
Mutual of America Capital Management
Mutual of America Capital Management
New York
$675M -$15.7M 20 7.78% Reduced
353
AP
Altarock Partners
Florida
$674M -$23.2M 1 15.03% Reduced
354
Dorsal Capital Management
Dorsal Capital Management
California
$672M -$169M 3 20.71% Reduced
355
Farallon Capital Management
Farallon Capital Management
California
$667M +$25.6M 6 3.05% Increased
356
Kestra Advisory Services
Kestra Advisory Services
Texas
$665M +$45.5M 21 5.39% Increased
357
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$664M +$16.5M 14 6.58% Increased
358
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$663M -$34.4M 8 7.36% Reduced
359
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$658M +$56.7M 87 3.54% Increased
360
SRS Investment Management
SRS Investment Management
New York
$657M +$22.8M 4 7.95% Increased
361
CFM
Coronation Fund Managers
South Africa
$653M -$86.3M 11 18.21% Reduced
362
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$651M +$28.8M 6 7.23% Increased
363
QRG Capital Management
QRG Capital Management
Illinois
$650M +$22.2M 27 9.63% Increased
364
Prudential plc
Prudential plc
United Kingdom
$648M -$10.8M 24 6.58% Reduced
365
LGP
Leonard Green & Partners
California
$648M $0 1 10.62% Maintained
366
Ossiam
Ossiam
France
$647M +$21.4M 20 10.42% Increased
367
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$646M +$324M 7 0.33% Increased
368
Fiduciary Trust
Fiduciary Trust
Massachusetts
$646M -$10.4M 9 10.79% Reduced
369
Lido Advisors
Lido Advisors
California
$639M +$6.23M 15 4.32% Increased
370
IHG
Insight Holdings Group
New York
$638M -$45.3M 3 15.4% Reduced
371
Private Advisor Group
Private Advisor Group
New Jersey
$635M +$8.84M 27 4.94% Increased
372
HCS
Himension Capital (Singapore)
Singapore
$634M -$48.6M 4 57.6% Reduced
373
AKRE Capital Management
AKRE Capital Management
Virginia
$634M +$522K 1 5.34% Increased
374
PGP
Prescott General Partners
Florida
$634M $0 4 36.54% Maintained
375
Eagle Asset Management
Eagle Asset Management
Florida
$633M -$21M 12 3.39% Reduced