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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
GGHC
Gilder Gagnon Howe & Co
New York
$452M -$13.1M 13 6.88% Reduced
427
M&G Investment Management
M&G Investment Management
United Kingdom
$452M +$32.5M 11 2.02% Increased
428
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$451M +$64.1M 8 4.51% Increased
429
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$449M -$99.8M 34 4.81% Reduced
430
HH
HSG Holding
Hong Kong
$449M -$14.7M 5 48.11% Reduced
431
CFM
Comprehensive Financial Management
California
$445M $0 5 16.14% Maintained
432
FCI
Financial Counselors Inc
Kansas
$444M -$2.62M 11 8.87% Reduced
433
Manning & Napier Group
Manning & Napier Group
New York
$440M -$4.54M 5 5.45% Reduced
434
AssetMark Inc
AssetMark Inc
California
$433M +$5.73M 28 1.73% Increased
435
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$433M -$7.94M 9 10.69% Reduced
436
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$432M -$16.6M 22 9.92% Reduced
437
EP Wealth Advisors
EP Wealth Advisors
California
$431M -$852M 11 6.68% Reduced
438
UMB Bank
UMB Bank
Missouri
$430M -$8.83M 29 6.9% Reduced
439
LSV Asset Management
LSV Asset Management
Illinois
$428M +$21.1M 9 1% Increased
440
DSM Capital Partners
DSM Capital Partners
Florida
$426M -$2.13M 1 7.19% Reduced
441
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$426M -$45.7M 25 12.04% Reduced
442
PWLP
Prio Wealth Limited Partnership
Massachusetts
$425M -$12.1M 8 16.36% Reduced
443
SRS Investment Management
SRS Investment Management
New York
$425M +$159M 3 6.13% Increased
444
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$420M +$178M 22 1.45% Increased
445
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$418M -$23.4M 59 4.31% Reduced
446
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$412M +$66.4M 4 6.21% Increased
447
SCM
Steadfast Capital Management
New York
$411M +$144M 6 11.02% Increased
448
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$410M -$25.5M 8 4.74% Reduced
449
SW
SVB Wealth
Massachusetts
$409M -$16.3M 22 8.97% Reduced
450
WAM
WT Asset Management
Hong Kong
$408M +$215M 6 45.36% Increased