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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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$849M +$82M 20 5.93% Increased
377
Rafferty Asset Management
Rafferty Asset Management
New York
$848M -$203M 24 3.62% Reduced
378
Jensen Investment Management
Jensen Investment Management
Oregon
$846M -$99.4M 3 9.35% Reduced
379
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$845M -$57.8M 65 7.47% Reduced
380
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$844M +$27.9M 25 9.57% Increased
381
Epoch Investment Partners
Epoch Investment Partners
New York
$842M -$96.1M 9 4.37% Reduced
382
Private Advisor Group
Private Advisor Group
New Jersey
$837M +$1.77M 27 5.06% Increased
383
INTECH Investment Management
INTECH Investment Management
Florida
$832M +$29M 59 8.58% Increased
384
GF Fund Management
GF Fund Management
China
$819M -$26.4M 18 19.22% Reduced
385
Magellan Asset Management
Magellan Asset Management
Australia
$805M -$115M 3 9.78% Reduced
386
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$803M +$394M 1 9.27% Increased
387
Aware Super
Aware Super
Australia
$797M -$10.2M 10 13.56% Reduced
388
Yousif Capital Management
Yousif Capital Management
Michigan
$795M -$1.59M 35 9.23% Reduced
389
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$788M +$845M 19 11.66% New
390
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$780M +$23.4M 28 5.34% Increased
391
Fiduciary Trust
Fiduciary Trust
Massachusetts
$779M -$1.07M 12 10.21% Reduced
392
E Fund Management
E Fund Management
China
$777M -$78.8M 19 37.11% Reduced
393
Zacks Investment Management
Zacks Investment Management
Illinois
$774M +$9.38M 16 7.23% Increased
394
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$771M +$55.9M 44 11.38% Increased
395
Tidal Investments
Tidal Investments
Wisconsin
$770M +$40.4M 40 6.26% Increased
396
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$764M +$6.12M 4 7.95% Increased
397
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$763M -$54.4M 1 6.18% Reduced
398
CFM
Coronation Fund Managers
South Africa
$761M +$15.3M 8 41.32% Increased
399
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$760M -$51.6M 2 17.2% Reduced
400
TCW Group
TCW Group
California
$758M +$18.8M 9 6.79% Increased