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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
Huntington National Bank
Huntington National Bank
Ohio
$1.15B +$842K 64 7.06% Increased
352
Davenport & Co
Davenport & Co
Virginia
$1.15B -$55.3M 20 6.15% Reduced
353
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.15B +$187M 7 5.96% Increased
354
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.14B +$990M 13 12.6% Increased
355
Ossiam
Ossiam
France
$1.13B +$19.2M 26 14.53% Increased
356
SCGE Management
SCGE Management
California
$1.12B +$25.5M 6 21.94% Increased
357
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.12B +$17.4M 23 9.07% Increased
358
Tidal Investments
Tidal Investments
Wisconsin
$1.11B +$116M 41 2.22% Increased
359
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.11B -$85.6M 7 13.01% Reduced
360
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.09B -$92M 8 21.13% Reduced
361
Harris Associates
Harris Associates
Illinois
$1.08B -$123M 6 1.72% Reduced
362
Guggenheim Capital
Guggenheim Capital
Illinois
$1.07B +$23.2M 31 7.79% Increased
363
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.07B -$88.6M 6 12.45% Reduced
364
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.07B +$37.9M 47 10.95% Increased
365
M&G plc
M&G plc
United Kingdom
$1.06B -$47.5M 14 5.62% Reduced
366
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.04B +$27.9M 20 25.03% Increased
367
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.02B -$166M 6 5.35% Reduced
368
Walleye Capital
Walleye Capital
New York
$1.02B +$272M 56 3.81% Increased
369
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.01B -$62.8M 3 10.81% Reduced
370
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1B -$73.1M 4 8.04% Reduced
371
GGHC
Gilder Gagnon Howe & Co
New York
$1B -$5.83M 11 10.19% Reduced
372
Private Advisor Group
Private Advisor Group
New Jersey
$991M +$13.5M 29 4.88% Increased
373
Epoch Investment Partners
Epoch Investment Partners
New York
$987M -$11.8M 8 5.42% Reduced
374
Carmignac Gestion
Carmignac Gestion
France
$986M -$73.7M 7 14.7% Reduced
375
New York Life Investment Management
New York Life Investment Management
New York
$978M -$9.3M 16 8.6% Reduced