← All themes

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
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$575M -$3.29M 6 6.26% Reduced
427
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$574M +$38.9M 15 26.66% Increased
428
EC
Eminence Capital
New York
$571M +$117M 3 5.43% Increased
429
IVGAI
Index Venture Growth Associates I
Jersey
$568M -$23.8M 1 100% Reduced
430
SBLIC
Security Benefit Life Insurance Company
Kansas
$566M +$605M 1 31.71% Increased
431
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$566M -$19.8M 4 5.79% Reduced
432
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$563M +$250M 147 9.74% Increased
433
Tocqueville Asset Management
Tocqueville Asset Management
New York
$560M -$14.1M 13 7.7% Reduced
434
SAM
Shell Asset Management
Netherlands
$556M +$7.16M 38 11.41% Increased
435
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$555M +$16.7M 62 8.44% Increased
436
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$554M -$134M 13 6.08% Reduced
437
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$553M -$13M 25 10.94% Reduced
438
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$553M -$9.22M 8 20.91% Reduced
439
SCM
Suvretta Capital Management
New York
$547M -$35M 5 10.58% Reduced
440
TIAA FSB
TIAA FSB
Florida
$535M -$12.3M 7 1.76% Reduced
441
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$533M +$67.3M 3 10.97% Increased
442
Alphinity Investment Management
Alphinity Investment Management
Australia
$530M +$156M 2 11.93% Increased
443
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$523M -$19.8M 25 9.95% Reduced
444
PWLP
Prio Wealth Limited Partnership
Massachusetts
$523M -$3.6M 8 16.05% Reduced
445
MC
Martin Currie
United Kingdom
$521M +$43.1M 5 14.44% Increased
446
ESCM
Echo Street Capital Management
New York
$518M +$3.49M 19 3.47% Increased
447
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$517M +$406M 21 5.26% Increased
448
CP
Coho Partners
Pennsylvania
$515M -$3.69M 5 8.1% Reduced
449
SEP
Soma Equity Partners
California
$513M -$464M 2 15.53% Reduced
450
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$512M +$316M 57 5.3% Increased