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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
Saturna Capital
Saturna Capital
Washington
$631M -$10.4M 5 8.25% Reduced
427
LSV Asset Management
LSV Asset Management
Illinois
$629M -$28.8M 11 1.35% Reduced
428
MAI Capital Management
MAI Capital Management
Ohio
$627M -$18.5M 15 5.97% Reduced
429
Stockbridge Partners
Stockbridge Partners
Massachusetts
$627M +$143M 1 12.58% Increased
430
PIM
Platinum Investment Management
Australia
$625M -$13.2M 8 28.31% Reduced
431
Ossiam
Ossiam
France
$625M -$47.6M 21 12.07% Reduced
432
SRS Investment Management
SRS Investment Management
New York
$619M +$106M 4 9.22% Increased
433
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$617M +$25.4M 24 6.62% Increased
434
Nomura Holdings
Nomura Holdings
Japan
$613M -$40.3M 34 1.41% Reduced
435
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$611M +$91M 29 5.28% Increased
436
Farallon Capital Management
Farallon Capital Management
California
$607M +$163M 4 2.66% Increased
437
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$607M -$2.15M 15 8.71% Reduced
438
FCI
Financial Counselors Inc
Kansas
$600M +$5.91M 15 8.88% Increased
439
Tidal Investments
Tidal Investments
Wisconsin
$597M +$92.3M 42 6.31% Increased
440
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$592M -$17.4M 16 6.83% Reduced
441
Riverbridge Partners
Riverbridge Partners
Minnesota
$587M -$43.1M 6 7.84% Reduced
442
Quilter Plc
Quilter Plc
United Kingdom
$581M +$37.7M 5 11.86% Increased
443
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$581M -$46.6M 9 3.98% Reduced
444
HM Payson & Co
HM Payson & Co
Maine
$579M +$56.7M 21 9.92% Increased
445
AE Wealth Management
AE Wealth Management
Kansas
$577M -$7.92M 13 5.23% Reduced
446
Lazard Frères Gestion
Lazard Frères Gestion
France
$574M +$58.3M 3 12.17% Increased
447
Stonegate Investment Group
Stonegate Investment Group
Alabama
$574M +$57M 11 15.12% Increased
448
Slate Path Capital
Slate Path Capital
New York
$573M +$15.8M 4 8.83% Increased
449
Welch & Forbes
Welch & Forbes
Massachusetts
$572M +$1.97M 9 7.29% Increased
450
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$565M +$18.5M 3 11.54% Increased