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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
376
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$340M +$15.3M 5 8.26% Increased
377
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$339M -$192M 23 0.79% Reduced
378
NA
Neuburgh Advisers
California
$338M +$7.23M 18 10.5% Increased
379
BAM
Brilliance Asset Management
Hong Kong
$337M +$101M 2 82.59% Increased
380
SG Americas Securities
SG Americas Securities
New York
$333M -$333M 45 2.73% Reduced
381
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$333M -$93.5M 4 3.04% Reduced
382
Mutual of America Capital Management
Mutual of America Capital Management
New York
$331M +$11.2M 24 4.6% Increased
383
NCA
Newbrook Capital Advisors
New York
$329M +$13.9M 5 25.62% Increased
384
Stockbridge Partners
Stockbridge Partners
Massachusetts
$328M +$129M 1 13.02% Increased
385
CC
Cederberg Capital
United Kingdom
$327M +$40.4M 4 65.69% Increased
386
CLC
Charles-Lim Capital
Hong Kong
$325M -$67.4M 1 64.86% Reduced
387
EC
Eminence Capital
New York
$325M +$93.9M 2 3.91% Increased
388
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$322M -$823K 35 1.22% Reduced
389
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$318M -$854K 18 4.93% Reduced
390
Nissay Asset Management
Nissay Asset Management
Japan
$317M +$4.2M 17 7.75% Increased
391
VanEck Associates
VanEck Associates
New York
$314M -$3.6M 14 1.47% Reduced
392
Rathbones Group
Rathbones Group
United Kingdom
$312M +$21.1M 8 8.87% Increased
393
Skye Global Management
Skye Global Management
Florida
$311M +$73.6M 2 29.75% Increased
394
Wolverine Trading
Wolverine Trading
Illinois
$311M +$7.56M 37 0.9% Increased
395
Epoch Investment Partners
Epoch Investment Partners
New York
$310M -$192M 7 1.41% Reduced
396
Davenport & Co
Davenport & Co
Virginia
$309M +$6.65M 12 3.69% Increased
397
Capital International Inc
Capital International Inc
California
$309M +$199M 4 4.66% Increased
398
Driehaus Capital Management
Driehaus Capital Management
Illinois
$309M +$10.3M 15 10.06% Increased
399
MCM
Manchester Capital Management
Vermont
$309M -$296K 12 36.3% Reduced
400
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$306M -$8.27M 7 6.75% Reduced