← All themes

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
NewEdge Advisors
NewEdge Advisors
Louisiana
$900M +$38.6M 62 5.84% Increased
352
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$894M +$24.7M 4 4.73% Increased
353
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$884M +$88.2M 61 8.17% Increased
354
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$878M +$37.3M 24 9.33% Increased
355
Maverick Capital
Maverick Capital
Texas
$877M -$513M 12 17.09% Reduced
356
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$873M +$6.45M 3 8.81% Increased
357
New York Life Investment Management
New York Life Investment Management
New York
$864M +$7.11M 20 8.4% Increased
358
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$851M +$116M 4 8.96% Increased
359
Private Advisor Group
Private Advisor Group
New Jersey
$847M -$644K 30 5.26% Reduced
360
M&G plc
M&G plc
United Kingdom
$846M +$188M 13 3.05% Increased
361
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$846M +$31.3M 23 9.1% Increased
362
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$844M +$26.8M 96 3.63% Increased
363
Dorsal Capital Management
Dorsal Capital Management
California
$843M -$19.3M 4 26.14% Reduced
364
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$835M +$9.99M 5 8.63% Increased
365
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$834M -$262M 15 10.69% Reduced
366
Yousif Capital Management
Yousif Capital Management
Michigan
$833M +$13.8M 36 9.04% Increased
367
Fiduciary Trust
Fiduciary Trust
Massachusetts
$829M +$1.55M 11 11.58% Increased
368
Mediolanum International Funds
Mediolanum International Funds
Ireland
$822M +$17.7M 17 11.45% Increased
369
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$821M -$10.2M 6 3.74% Reduced
370
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$816M +$130M 17 5.8% Increased
371
Point72 Asset Management
Point72 Asset Management
Connecticut
$814M -$1.36B 30 2.07% Reduced
372
Brighton Jones LLC
Brighton Jones LLC
Washington
$806M -$82M 16 30.29% Reduced
373
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$803M -$1.96B 67 3.44% Reduced
374
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$801M +$17.8M 24 5.45% Increased
375
Mutual of America Capital Management
Mutual of America Capital Management
New York
$792M +$4.61M 18 8.34% Increased