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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
AKRE Capital Management
AKRE Capital Management
Virginia
$976M +$143M 2 9.73% Increased
377
Achmea Investment Management
Achmea Investment Management
Netherlands
$972M -$50.8M 12 12.08% Reduced
378
Fiduciary Trust
Fiduciary Trust
Massachusetts
$971M -$5.09M 12 11% Reduced
379
QRG Capital Management
QRG Capital Management
Illinois
$970M -$390M 29 11.75% Reduced
380
LBP AM
LBP AM
France
$965M +$128M 16 11.86% Increased
381
LSV Asset Management
LSV Asset Management
Illinois
$963M +$43.8M 20 2.13% Increased
382
Castle Hook Partners
Castle Hook Partners
New York
$955M -$121M 6 4.84% Reduced
383
Nomura Holdings
Nomura Holdings
Japan
$955M +$524M 40 1.48% Increased
384
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$952M -$24.4M 7 11.29% Reduced
385
&Partners
&Partners
Tennessee
$951M +$97.3M 24 6.09% Increased
386
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$951M +$5.38M 8 10.89% Increased
387
Caxton Associates (UK)
Caxton Associates (UK)
$935M -$26M 24 22.08% Reduced
388
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$930M -$72.1M 20 7.98% Reduced
389
INTECH Investment Management
INTECH Investment Management
Florida
$929M -$72.8M 65 8.28% Reduced
390
AE Wealth Management
AE Wealth Management
Kansas
$929M +$94.4M 17 5.92% Increased
391
Gotham Asset Management
Gotham Asset Management
New York
$929M +$264M 39 4.04% Increased
392
Zacks Investment Management
Zacks Investment Management
Illinois
$926M +$19.1M 17 7.38% Increased
393
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$926M -$7.35M 18 11.23% Reduced
394
Congress Asset Management
Congress Asset Management
Massachusetts
$920M +$50.7M 11 6.13% Increased
395
Aware Super
Aware Super
Australia
$920M -$3.77M 9 12.67% Reduced
396
CFM
Comprehensive Financial Management
California
$917M -$590K 5 25.35% Reduced
397
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$910M -$20.9M 43 9.29% Reduced
398
Dorsal Capital Management
Dorsal Capital Management
California
$909M -$102M 4 24.27% Reduced
399
Capital Wealth Planning
Capital Wealth Planning
Florida
$899M +$191M 10 6.34% Increased
400
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$898M +$68M 17 12.29% Increased