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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$754M -$59.4M 4 8.75% Reduced
402
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$754M +$13.7M 7 9.63% Increased
403
Mediolanum International Funds
Mediolanum International Funds
Ireland
$751M -$73.1M 15 10.42% Reduced
404
Regions Financial Corp
Regions Financial Corp
Alabama
$751M -$253K 14 5.6% Reduced
405
WPL
WINDACRE PARTNERSHIP LLC
Texas
$747M +$77.9M 1 11.19% Increased
406
ARK Investment Management
ARK Investment Management
Florida
$745M +$25.9M 11 7.46% Increased
407
Guggenheim Capital
Guggenheim Capital
Illinois
$741M -$162M 30 6.81% Reduced
408
AKRE Capital Management
AKRE Capital Management
Virginia
$738M -$21.9K 1 7.1% Reduced
409
Mutual of America Capital Management
Mutual of America Capital Management
New York
$737M -$24.1M 21 8.49% Reduced
410
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$731M -$1.99M 43 5.98% Reduced
411
LBP AM
LBP AM
France
$724M -$25.9M 18 11.18% Reduced
412
OP Asset Management
OP Asset Management
$722M +$774M 26 12.16% New
413
VVP
Vulcan Value Partners
Alabama
$717M -$59.6M 2 13.47% Reduced
414
DSM Capital Partners
DSM Capital Partners
Florida
$717M -$428M 3 12.52% Reduced
415
LSV Asset Management
LSV Asset Management
Illinois
$715M +$86.4M 14 1.72% Increased
416
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$714M -$10.3M 15 6.95% Reduced
417
M&G plc
M&G plc
United Kingdom
$709M -$169M 15 3.39% Reduced
418
Markel Group
Markel Group
Virginia
$707M +$937K 6 6.28% Increased
419
Shelton Capital Management
Shelton Capital Management
Colorado
$704M +$166M 16 16.76% Increased
420
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$701M +$34.3M 17 12.07% Increased
421
Third Point
Third Point
New York
$699M +$2.19M 3 10.67% Increased
422
BCP
BSN Capital Partners
United Kingdom
$697M -$229M 2 33.93% Reduced
423
DG
Discerene Group
Connecticut
$696M +$81.2M 3 69.47% Increased
424
EP Wealth Advisors
EP Wealth Advisors
California
$693M -$2.46M 18 5.54% Reduced
425
Bridges Investment Management
Bridges Investment Management
Nebraska
$693M -$51.2M 8 9.99% Reduced