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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
426
MG
Meritage Group
California
$311M +$26M 1 5.47% Increased
427
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$311M -$3.21M 5 5.04% Reduced
428
Swiss Life Asset Management
Swiss Life Asset Management
$310M -$189M 8 5.86% Reduced
429
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$306M -$29.3M 23 4.26% Reduced
430
FFM
Fullerton Fund Management
Singapore
$304M +$22.7M 10 63.98% Increased
431
VCM
Valiant Capital Management
California
$304M -$9.27M 3 35.49% Reduced
432
WM
Wishbone Management
Illinois
$304M +$291M 6 69.97% New
433
MVIP
Mar Vista Investment Partners
California
$303M -$16.5M 3 7.24% Reduced
434
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$302M +$165M 16 4.77% Increased
435
PWLP
Prio Wealth Limited Partnership
Massachusetts
$302M -$8.12M 8 12.79% Reduced
436
Evercore Wealth Management
Evercore Wealth Management
New York
$300M -$1.56M 5 8.09% Reduced
437
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$300M +$1.32M 13 4.05% Increased
438
Private Advisor Group
Private Advisor Group
New Jersey
$294M -$15.2M 17 4.57% Reduced
439
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294M +$10.3M 46 4.11% Increased
440
IVAV
Index Venture Associates V
Jersey
$294M $0 1 98.2% Maintained
441
PEAK6 Investments
PEAK6 Investments
Illinois
$291M +$115M 29 1.5% Increased
442
PAM
Pinpoint Asset Management
Hong Kong
$291M +$253M 4 69.9% New
443
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$291M +$8.95M 3 28.48% Increased
444
AustralianSuper
AustralianSuper
Australia
$289M -$7.64M 3 2.44% Reduced
445
EA
Echinus Advisors
New York
$286M +$27.1M 1 21.25% Increased
446
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$284M +$255M 4 51.67% New
447
DF Dent & Co
DF Dent & Co
Maryland
$284M +$234K 8 4.8% Increased
448
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$284M +$25.2M 5 6.79% Increased
449
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$283M -$2.75M 8 5.41% Reduced
450
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$282M $0 54 2.24% Maintained