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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
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$772M +$269M 4 83.48% Increased
377
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$771M +$261M 6 12.16% Increased
378
Yousif Capital Management
Yousif Capital Management
Michigan
$770M -$21M 34 8.71% Reduced
379
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$765M -$168M 20 5.76% Reduced
380
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$764M +$5.78M 99 3.6% Increased
381
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$763M +$27.3M 25 9.01% Increased
382
Capula Management
Capula Management
Cayman Islands
$762M +$532M 8 6.25% Increased
383
Samlyn Capital
Samlyn Capital
New York
$750M +$403M 6 12.49% Increased
384
Bridges Investment Management
Bridges Investment Management
Nebraska
$746M +$371M 10 11.35% Increased
385
Fiduciary Trust
Fiduciary Trust
Massachusetts
$746M -$7.65M 10 11.2% Reduced
386
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$745M +$45.3M 4 7.2% Increased
387
Mutual of America Capital Management
Mutual of America Capital Management
New York
$742M -$15.8M 20 8.11% Reduced
388
Rafferty Asset Management
Rafferty Asset Management
New York
$741M -$359M 25 2.75% Reduced
389
Artemis Investment Management
Artemis Investment Management
United Kingdom
$738M +$140M 6 9.93% Increased
390
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$735M +$13.2M 60 7.74% Increased
391
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$725M -$28.6M 9 7.65% Reduced
392
C WorldWide Group
C WorldWide Group
Denmark
$725M -$12.3M 3 7.84% Reduced
393
HRT Financial
HRT Financial
New York
$724M +$381M 47 4.06% Increased
394
Sanctuary Advisors
Sanctuary Advisors
Indiana
$720M +$764M 32 5.23% New
395
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$720M +$40M 4 7.55% Increased
396
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$719M +$38.4M 6 16.22% Increased
397
Mediolanum International Funds
Mediolanum International Funds
Ireland
$708M +$18.6M 17 11.59% Increased
398
Regions Financial Corp
Regions Financial Corp
Alabama
$698M -$17.3M 15 5.31% Reduced
399
Markel Group
Markel Group
Virginia
$695M +$922K 6 6.84% Increased
400
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$689M +$15.1M 6 8.54% Increased