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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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$556M -$29.1M 10 5.54% Reduced
377
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$555M +$7.2M 53 8.33% Increased
378
YC
Yarbrough Capital
Tennessee
$552M +$322M 8 31.29% Increased
379
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$549M -$6.68M 24 4.62% Reduced
380
Evercore Wealth Management
Evercore Wealth Management
New York
$548M -$916K 7 10.06% Reduced
381
Blackhill Capital
Blackhill Capital
New Jersey
$547M -$362K 3 58.72% Reduced
382
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$544M -$36.8M 5 2.85% Reduced
383
PGP
Prescott General Partners
Florida
$544M -$35.6M 4 33.45% Reduced
384
C WorldWide Group
C WorldWide Group
Denmark
$542M -$29.6M 3 7% Reduced
385
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$542M +$13.4M 13 6.72% Increased
386
Czech National Bank
Czech National Bank
Czech Republic
$537M +$545K 11 12.21% Increased
387
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$536M +$67.9M 85 3.31% Increased
388
Markel Group
Markel Group
Virginia
$536M +$2.91M 6 6.38% Increased
389
Saturna Capital
Saturna Capital
Washington
$531M +$1.74M 5 9.18% Increased
390
NewEdge Advisors
NewEdge Advisors
Louisiana
$518M +$19.1M 59 5.85% Increased
391
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$516M -$6.24M 8 62.49% Reduced
392
MIOT
Massachusetts Institute of Technology
Massachusetts
$513M $0 2 76.69% Maintained
393
IHG
Insight Holdings Group
New York
$511M +$8.03M 3 11.82% Increased
394
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$511M +$29.6M 13 8.84% Increased
395
Bartlett & Co
Bartlett & Co
Ohio
$511M +$29.6M 13 8.84% Increased
396
DFO
Duquesne Family Office
New York
$511M -$14M 6 17.78% Reduced
397
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$510M -$138M 25 12.65% Reduced
398
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$509M -$9.05M 10 8.62% Reduced
399
IEQ Capital
IEQ Capital
California
$506M +$19.3M 29 10.22% Increased
400
TIAA FSB
TIAA FSB
Florida
$500M +$1.56M 9 1.81% Increased