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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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$944M -$88.3M 18 9.05% Reduced
352
Verition Fund Management
Verition Fund Management
Connecticut
$944M -$122M 80 4.4% Reduced
353
London Company of Virginia
London Company of Virginia
Virginia
$937M -$27.6M 5 5.34% Reduced
354
Jones Financial Companies
Jones Financial Companies
Missouri
$931M +$258M 75 0.83% Increased
355
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$931M +$114M 45 7.48% Increased
356
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$926M +$58.7M 93 3.69% Increased
357
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$919M -$852K 14 7.9% Reduced
358
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$916M +$36.6M 24 9.33% Increased
359
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$906M -$98.5M 5 11.91% Reduced
360
Cresset Asset Management
Cresset Asset Management
Illinois
$900M -$58.7M 34 4.49% Reduced
361
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$899M +$161M 9 12.4% Increased
362
Kestra Advisory Services
Kestra Advisory Services
Texas
$895M -$54.1M 32 4.33% Reduced
363
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$892M -$198M 17 10.69% Reduced
364
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$888M +$727K 4 23.2% Increased
365
Brighton Jones LLC
Brighton Jones LLC
Washington
$884M -$29.8M 17 28.35% Reduced
366
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$869M -$63.1M 7 12.68% Reduced
367
Altshuler Shaham
Altshuler Shaham
Israel
$866M +$281M 13 20.98% Increased
368
Dorsal Capital Management
Dorsal Capital Management
California
$863M -$57.4M 4 26.38% Reduced
369
New York Life Investment Management
New York Life Investment Management
New York
$862M +$4.43M 17 8.79% Increased
370
Congress Asset Management
Congress Asset Management
Massachusetts
$859M +$86.3M 11 6.43% Increased
371
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$859M +$224M 14 3.1% Increased
372
Walleye Capital
Walleye Capital
New York
$859M +$158M 57 3.88% Increased
373
Achmea Investment Management
Achmea Investment Management
Netherlands
$851M +$147M 12 12.39% Increased
374
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$849M -$58.2M 6 4.1% Reduced
375
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$849M -$216M 7 4.89% Reduced