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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$687M -$52.6M 23 1.68% Reduced
402
Manning & Napier Advisors
Manning & Napier Advisors
New York
$684M +$651M 6 7.72% New
403
Achmea Investment Management
Achmea Investment Management
Netherlands
$682M +$22.5M 15 12.21% Increased
404
TCW Group
TCW Group
California
$681M +$94.1M 11 6.09% Increased
405
IEQ Capital
IEQ Capital
California
$678M +$29.6M 29 9.13% Increased
406
GP
Galileo PTC
British Virgin Islands
$677M -$11M 4 50.87% Reduced
407
Boston Trust Walden
Boston Trust Walden
Massachusetts
$676M -$43.9M 7 5.01% Reduced
408
Atreides Management
Atreides Management
Massachusetts
$671M -$117M 8 21.91% Reduced
409
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$670M -$10.1M 1 14.43% Reduced
410
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$664M -$13.8M 18 9.62% Reduced
411
Ossiam
Ossiam
France
$663M +$73.5M 21 12.56% Increased
412
Congress Asset Management
Congress Asset Management
Massachusetts
$660M +$358K 7 4.73% Increased
413
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$656M +$9.5M 42 5.88% Increased
414
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$655M -$36.6M 6 6.89% Reduced
415
AKRE Capital Management
AKRE Capital Management
Virginia
$650M -$8.79M 1 5.72% Reduced
416
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$649M -$4.04M 1 5.47% Reduced
417
John W. Bristol & Co
John W. Bristol & Co
New York
$645M +$51.4M 3 10.44% Increased
418
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$640M +$103M 17 12.21% Increased
419
EP Wealth Advisors
EP Wealth Advisors
California
$636M +$24.7M 12 6.76% Increased
420
YC
Yarbrough Capital
Tennessee
$631M -$158M 8 26.14% Reduced
421
Perpetual Ltd
Perpetual Ltd
Australia
$627M -$7.89M 12 6.81% Reduced
422
Mirova US
Mirova US
Massachusetts
$626M +$12.2M 2 7.8% Increased
423
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$625M +$28.7M 12 6.59% Increased
424
GGHC
Gilder Gagnon Howe & Co
New York
$624M +$14.6M 12 7.82% Increased
425
Evercore Wealth Management
Evercore Wealth Management
New York
$623M -$7.98M 7 9.8% Reduced