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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
IEQ Capital
IEQ Capital
California
$896M +$50.8M 35 8.66% Increased
377
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$885M +$106M 44 7.51% Increased
378
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$884M -$7.58M 15 7.6% Reduced
379
Yousif Capital Management
Yousif Capital Management
Michigan
$882M -$26.5M 36 9.74% Reduced
380
GF Fund Management
GF Fund Management
China
$878M +$872M 16 18.98% New
381
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$877M -$8.13M 25 6.15% Reduced
382
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$867M -$555K 4 8.39% Reduced
383
Nomura Holdings
Nomura Holdings
Japan
$865M +$221M 34 1.17% Increased
384
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$861M +$22.3M 5 23.11% Increased
385
Congress Asset Management
Congress Asset Management
Massachusetts
$859M +$49.6M 10 5.8% Increased
386
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$846M +$8.79M 9 13.11% Increased
387
Mutual of America Capital Management
Mutual of America Capital Management
New York
$845M -$21.8M 19 9.08% Reduced
388
Fiduciary Trust
Fiduciary Trust
Massachusetts
$845M +$81.7K 12 11.15% Increased
389
Zacks Investment Management
Zacks Investment Management
Illinois
$843M -$2.39M 16 7.8% Reduced
390
TCW Group
TCW Group
California
$842M +$2.9M 10 7.07% Increased
391
Bridges Investment Management
Bridges Investment Management
Nebraska
$834M -$22.5M 10 11.66% Reduced
392
Lone Pine Capital
Lone Pine Capital
Connecticut
$831M -$346M 1 6.17% Reduced
393
Regions Financial Corp
Regions Financial Corp
Alabama
$828M -$836K 14 6.08% Reduced
394
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$828M +$20.8M 7 9.98% Increased
395
Banque Transatlantique
Banque Transatlantique
France
$826M +$795M 12 21% New
396
M&G plc
M&G plc
United Kingdom
$812M +$8.09M 13 5.01% Increased
397
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$807M +$33.5M 42 6.51% Increased
398
LBP AM
LBP AM
France
$803M +$113M 15 10.85% Increased
399
Markel Group
Markel Group
Virginia
$802M +$2.67M 6 7.07% Increased
400
Ossiam
Ossiam
France
$800M +$102M 20 13.81% Increased