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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
SP
Summit Partners
Massachusetts
$366M +$6.53M 2 24.47% Increased
427
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$365M -$6.94M 19 7.4% Reduced
428
Bartlett & Co
Bartlett & Co
Ohio
$365M -$6.94M 19 7.4% Reduced
429
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364M +$27.7M 59 4.05% Increased
430
Saturna Capital
Saturna Capital
Washington
$364M +$4.61M 5 8.6% Increased
431
IVGAI
Index Venture Growth Associates I
Jersey
$363M $0 1 100% Maintained
432
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$362M +$101M 55 2.67% Increased
433
MUFG Bank
MUFG Bank
Japan
$362M $0 1 77.42% Maintained
434
Capital Group Private Client Services
Capital Group Private Client Services
California
$361M -$2.99M 5 4.66% Reduced
435
CLC
Charles-Lim Capital
Hong Kong
$361M +$159M 2 48.25% Increased
436
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$359M -$653M 152 8.06% Reduced
437
SI
Standard Investments
New York
$359M +$157M 1 13% Increased
438
DVF
Discovery Value Fund
Singapore
$358M -$42.6M 3 74.99% Reduced
439
TCM
Tybourne Capital Management
Hong Kong
$358M +$88.6M 5 25.83% Increased
440
CCM
Candlestick Capital Management
Connecticut
$357M +$111M 6 9.08% Increased
441
Tocqueville Asset Management
Tocqueville Asset Management
New York
$356M -$12.9M 12 6.51% Reduced
442
SPM
Sycamore Partners Management
New York
$356M $0 1 92.52% Maintained
443
ESCM
Echo Street Capital Management
New York
$354M -$47.9M 14 3.21% Reduced
444
FCI
Financial Counselors Inc
Kansas
$352M +$15.9M 10 8.24% Increased
445
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$351M -$157M 7 5.63% Reduced
446
Zacks Investment Management
Zacks Investment Management
Illinois
$349M +$9.98M 7 5.32% Increased
447
Lyrical Asset Management
Lyrical Asset Management
New York
$346M -$6.83M 3 6.02% Reduced
448
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$346M +$2.6M 13 10.65% Increased
449
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$344M +$24M 4 4.13% Increased
450
TCG
Tremblant Capital Group
Florida
$344M +$55.1M 6 20.85% Increased