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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
401
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$400M +$5.14M 11 5.92% Increased
402
TIAA FSB
TIAA FSB
Florida
$396M +$418K 9 1.7% Increased
403
Artemis Investment Management
Artemis Investment Management
United Kingdom
$395M +$56.6M 7 4.51% Increased
404
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$392M +$1.74M 28 8.95% Increased
405
PWLP
Prio Wealth Limited Partnership
Massachusetts
$392M -$3.57M 8 16.78% Reduced
406
Prudential plc
Prudential plc
United Kingdom
$390M +$88.6M 20 6.18% Increased
407
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$389M -$15.3M 23 5.53% Reduced
408
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$386M -$105M 5 11.25% Reduced
409
Whittier Trust
Whittier Trust
California
$386M +$7.86M 30 8.09% Increased
410
Wasatch Advisors
Wasatch Advisors
Utah
$386M -$242M 9 2.68% Reduced
411
Mirova US
Mirova US
Massachusetts
$385M -$4.04M 2 8.99% Reduced
412
Banco Santander
Banco Santander
Spain
$383M -$17.1M 14 5.11% Reduced
413
Zacks Investment Management
Zacks Investment Management
Illinois
$383M +$25.7M 9 6.12% Increased
414
TCW Group
TCW Group
California
$382M -$287K 9 5.59% Reduced
415
SI
Standard Investments
New York
$382M $0 1 17.46% Maintained
416
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$380M -$6.94M 2 1.82% Reduced
417
Voyager Global Management
Voyager Global Management
New York
$380M +$1.21M 2 22% Increased
418
Capital Group Private Client Services
Capital Group Private Client Services
California
$378M +$440K 7 5.3% Increased
419
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$376M -$23M 4 8.22% Reduced
420
MUFG Bank
MUFG Bank
Japan
$376M $0 1 76.21% Maintained
421
Capital Wealth Planning
Capital Wealth Planning
Florida
$376M -$99.2M 4 6.85% Reduced
422
Saturna Capital
Saturna Capital
Washington
$374M +$5.04M 5 9.11% Increased
423
Bahl & Gaynor
Bahl & Gaynor
Ohio
$373M +$11.8M 6 2.47% Increased
424
AP
Altarock Partners
Florida
$372M +$29M 1 12.19% Increased
425
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$371M +$14.9M 7 6.32% Increased