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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
Atreides Management
Atreides Management
Massachusetts
$565M +$54M 4 18.56% Increased
402
Evercore Wealth Management
Evercore Wealth Management
New York
$563M -$6.29M 7 9.44% Reduced
403
YC
Yarbrough Capital
Tennessee
$559M -$866K 9 29.29% Reduced
404
Zacks Investment Management
Zacks Investment Management
Illinois
$559M -$67M 12 6.89% Reduced
405
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$559M +$84M 29 1.5% Increased
406
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$556M -$18.9M 17 6.65% Reduced
407
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$556M +$11.4M 19 10.32% Increased
408
Yacktman Asset Management
Yacktman Asset Management
Texas
$552M -$5.62M 3 5.14% Reduced
409
C WorldWide Group
C WorldWide Group
Denmark
$551M -$60.2M 3 7.4% Reduced
410
Quadrature Capital
Quadrature Capital
United Kingdom
$551M +$335M 32 9.93% Increased
411
GGHC
Gilder Gagnon Howe & Co
New York
$550M -$7.13M 13 7.55% Reduced
412
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$546M -$15.3M 5 14.09% Reduced
413
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$539M -$3.37M 24 4.38% Reduced
414
Saturna Capital
Saturna Capital
Washington
$538M +$3.59M 5 8.39% Increased
415
Stockbridge Partners
Stockbridge Partners
Massachusetts
$538M -$226M 2 11.5% Reduced
416
IEQ Capital
IEQ Capital
California
$538M +$2.62M 30 8.95% Increased
417
Artemis Investment Management
Artemis Investment Management
United Kingdom
$535M -$70.4M 6 7.71% Reduced
418
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$534M -$4M 12 6.28% Reduced
419
EC
Eminence Capital
New York
$534M -$125M 5 8.03% Reduced
420
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$534M -$49.9M 8 7.47% Reduced
421
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$531M -$133M 16 4.41% Reduced
422
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$522M +$294K 14 8.48% Increased
423
Bartlett & Co
Bartlett & Co
Ohio
$522M +$294K 14 8.48% Increased
424
AssetMark Inc
AssetMark Inc
California
$522M +$22.4M 29 1.89% Increased
425
Whittier Trust
Whittier Trust
California
$522M +$2.29M 28 8.46% Increased