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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
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$630M -$7.19M 6 3.23% Reduced
377
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$626M +$997K 23 8.2% Increased
378
Regions Financial Corp
Regions Financial Corp
Alabama
$626M -$6.46M 12 5.16% Reduced
379
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626M -$10.5M 12 6.2% Reduced
380
AIM
Allen Investment Management
New York
$624M +$62.2M 12 8.34% Increased
381
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$623M -$56.5M 1 13.71% Reduced
382
Catterton Management Company
Catterton Management Company
Connecticut
$618M -$219K 2 7.64% Reduced
383
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$617M -$37.5M 9 71.75% Reduced
384
VVP
Vulcan Value Partners
Alabama
$616M -$68.8M 2 9.04% Reduced
385
NewEdge Advisors
NewEdge Advisors
Louisiana
$614M +$43.1M 61 5.83% Increased
386
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$613M -$24M 17 9.65% Reduced
387
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$612M +$137M 17 14.94% Increased
388
PIM
Platinum Investment Management
Australia
$602M -$28.9M 8 24.46% Reduced
389
ARK Investment Management
ARK Investment Management
Florida
$600M -$61.1M 10 3.55% Reduced
390
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$592M +$4.71M 57 8.01% Increased
391
CCM
CoreView Capital Management
Hong Kong
$590M -$51M 3 68.53% Reduced
392
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$590M +$4.2M 6 8.26% Increased
393
Verition Fund Management
Verition Fund Management
Connecticut
$590M +$343M 53 4.62% Increased
394
Achmea Investment Management
Achmea Investment Management
Netherlands
$584M -$46.5M 16 12.06% Reduced
395
Markel Group
Markel Group
Virginia
$580M +$2.81M 6 6.31% Increased
396
DSM Capital Partners
DSM Capital Partners
Florida
$577M +$62.5M 6 8.83% Increased
397
Railway Pension Investments
Railway Pension Investments
United Kingdom
$576M -$22.9M 10 5.94% Reduced
398
BI
BlueSpruce Investments
Illinois
$568M +$572M 1 10.86% New
399
Congress Asset Management
Congress Asset Management
Massachusetts
$568M -$1.38M 7 4.47% Reduced
400
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$565M +$6.27M 1 4.9% Increased