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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
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$521M -$6.1M 10 1.74% Reduced
427
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$517M +$49.2M 4 5.44% Increased
428
EP Wealth Advisors
EP Wealth Advisors
California
$513M +$19.7M 11 6.54% Increased
429
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$509M +$23.7M 7 6.42% Increased
430
SCM
Steadfast Capital Management
New York
$503M +$37.8M 4 12.41% Increased
431
Manning & Napier Group
Manning & Napier Group
New York
$498M -$16M 5 5.91% Reduced
432
TCW Group
TCW Group
California
$497M +$33.8M 10 5.54% Increased
433
DFO
Duquesne Family Office
New York
$495M -$26.6M 3 14.78% Reduced
434
FCI
Financial Counselors Inc
Kansas
$495M -$3.58M 11 8.84% Reduced
435
Alyeska Investment Group
Alyeska Investment Group
Illinois
$491M -$201M 13 3.26% Reduced
436
HH
HSG Holding
Hong Kong
$490M $0 5 56.36% Maintained
437
Select Equity Group
Select Equity Group
New York
$490M -$6.24M 6 1.74% Reduced
438
TC
TwinBeech Capital
New York
$489M +$327M 26 7.9% Increased
439
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$488M +$150M 24 6.05% Increased
440
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486M +$11.7M 55 4.55% Increased
441
MUFG Bank
MUFG Bank
Japan
$482M $0 1 13.97% Maintained
442
Nomura Holdings
Nomura Holdings
Japan
$477M +$131M 32 1.29% Increased
443
MIS
Morningstar Investment Services
Illinois
$475M +$221M 11 2.68% Increased
444
SPM
Sycamore Partners Management
New York
$475M $0 1 100% Maintained
445
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$474M -$29.1M 10 3.88% Reduced
446
M&G Investment Management
M&G Investment Management
United Kingdom
$474M +$10.3M 12 1.68% Increased
447
DG
Discerene Group
Connecticut
$473M -$26.6M 4 59.21% Reduced
448
UMB Bank
UMB Bank
Missouri
$471M -$12.4M 29 6.88% Reduced
449
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$469M -$20.4M 9 10.36% Reduced
450
MIOT
Massachusetts Institute of Technology
Massachusetts
$468M +$3.47M 2 86.79% Increased