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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
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$693M -$67M 6 14.87% Reduced
402
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$693M +$57.6M 42 11.16% Increased
403
GGHC
Gilder Gagnon Howe & Co
New York
$693M +$30.3M 10 8.29% Increased
404
CAM
Contour Asset Management
New York
$688M -$265M 6 22.71% Reduced
405
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$681M +$4.45M 42 5.53% Increased
406
Verition Fund Management
Verition Fund Management
Connecticut
$680M -$368M 65 3.43% Reduced
407
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$680M -$58.6M 1 14.66% Reduced
408
Perpetual Ltd
Perpetual Ltd
Australia
$677M -$34.3M 15 7.34% Reduced
409
TC
Tairen Capital
Hong Kong
$677M -$913M 6 23.98% Reduced
410
Whittier Trust
Whittier Trust
California
$677M +$20.2M 28 9.05% Increased
411
AKRE Capital Management
AKRE Capital Management
Virginia
$674M +$12.4M 1 5.61% Increased
412
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$673M -$6.8M 12 6.62% Reduced
413
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$672M -$12.9M 1 5.3% Reduced
414
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$670M -$4.59M 19 11.77% Reduced
415
YC
Yarbrough Capital
Tennessee
$662M -$15M 8 26.97% Reduced
416
John W. Bristol & Co
John W. Bristol & Co
New York
$659M -$962K 3 10.52% Reduced
417
CFM
Comprehensive Financial Management
California
$659M +$890K 6 18.34% Increased
418
Evercore Wealth Management
Evercore Wealth Management
New York
$653M -$2.36M 7 9.8% Reduced
419
Atreides Management
Atreides Management
Massachusetts
$652M -$78.5M 7 16.59% Reduced
420
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$646M +$72.6M 18 14.43% Increased
421
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$646M +$2.3M 6 8.84% Increased
422
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$645M -$8.57M 12 1.92% Reduced
423
LBP AM
LBP AM
France
$638M +$332M 15 9.6% Increased
424
Mirova US
Mirova US
Massachusetts
$634M -$111M 2 7.27% Reduced
425
CFM
Coronation Fund Managers
South Africa
$632M +$68.4M 9 35.08% Increased