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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$639M -$57.4M 62 2.02% Reduced
377
Swiss Life Asset Management
Swiss Life Asset Management
$639M -$9.78M 12 8.97% Reduced
378
Sarasin & Partners
Sarasin & Partners
United Kingdom
$635M -$29.2K 4 6.39% Reduced
379
Blackhill Capital
Blackhill Capital
New Jersey
$632M -$1.69M 3 60.14% Reduced
380
AE Wealth Management
AE Wealth Management
Kansas
$627M +$16.3M 20 4.3% Increased
381
Penserra Capital Management
Penserra Capital Management
California
$626M -$67.2M 84 14.87% Reduced
382
First Eagle Investment Management
First Eagle Investment Management
New York
$625M +$184M 7 1.53% Increased
383
TPSF
Texas Permanent School Fund
Texas
$623M -$38.6M 23 8.47% Reduced
384
Point72 Asset Management
Point72 Asset Management
Connecticut
$621M -$348M 31 2.47% Reduced
385
Kestra Advisory Services
Kestra Advisory Services
Texas
$619M -$15.1M 27 6.45% Reduced
386
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$612M -$78.8M 11 4.59% Reduced
387
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$611M +$46.6M 8 14.28% Increased
388
MML Investors Services
MML Investors Services
Massachusetts
$611M +$17M 25 4.31% Increased
389
SW
SVB Wealth
Massachusetts
$607M +$2.86M 17 8.13% Increased
390
Holocene Advisors
Holocene Advisors
New York
$603M -$63.1M 24 3.14% Reduced
391
YC
Yarbrough Capital
Tennessee
$598M +$17M 14 34.01% Increased
392
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$584M -$7.24M 10 8.14% Reduced
393
TCW Group
TCW Group
California
$584M -$65.8M 7 5.57% Reduced
394
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$583M +$134M 2 3.3% Increased
395
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$576M +$21.4M 19 5.51% Increased
396
CAM
Contour Asset Management
New York
$575M -$159M 5 23.35% Reduced
397
Evercore Wealth Management
Evercore Wealth Management
New York
$571M -$5.98M 8 10.1% Reduced
398
Markel Group
Markel Group
Virginia
$569M +$6.34M 5 6.75% Increased
399
IHG
Insight Holdings Group
New York
$569M +$5.67M 3 7.7% Increased
400
LSV Asset Management
LSV Asset Management
Illinois
$569M -$20M 10 1.04% Reduced