← 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
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$738M +$198K 15 12.95% Increased
427
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$738M -$33.6M 22 1.7% Reduced
428
C WorldWide Group
C WorldWide Group
Denmark
$737M -$85.7M 4 8.99% Reduced
429
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$736M -$16.2M 1 5.82% Reduced
430
Walleye Capital
Walleye Capital
New York
$732M +$212M 62 1.79% Increased
431
Stockbridge Partners
Stockbridge Partners
Massachusetts
$727M -$9.55M 1 15.44% Reduced
432
Boston Trust Walden
Boston Trust Walden
Massachusetts
$727M -$21.3M 7 5.1% Reduced
433
Evercore Wealth Management
Evercore Wealth Management
New York
$723M -$1.39M 8 10.83% Reduced
434
Maverick Capital
Maverick Capital
Texas
$721M -$221M 12 12.98% Reduced
435
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$719M +$14.5M 11 2.18% Increased
436
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$718M -$33.5M 6 7.12% Reduced
437
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$709M -$20.4M 1 15.54% Reduced
438
John W. Bristol & Co
John W. Bristol & Co
New York
$707M -$16.1M 3 11.61% Reduced
439
CFM
Coronation Fund Managers
South Africa
$706M +$94.6M 9 41.5% Increased
440
YC
Yarbrough Capital
Tennessee
$702M -$21.5M 10 26.95% Reduced
441
Lazard Frères Gestion
Lazard Frères Gestion
France
$691M +$38M 3 13.84% Increased
442
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$687M +$91.6M 4 12.87% Increased
443
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$686M +$75.5M 10 4.79% Increased
444
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$677M -$34.4M 11 22.35% Reduced
445
MUFG Bank
MUFG Bank
Japan
$675M $0 1 23.01% Maintained
446
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$673M -$8.2M 25 6.47% Reduced
447
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$668M +$309K 16 9.69% Increased
448
AKRE Capital Management
AKRE Capital Management
Virginia
$667M +$28.7M 1 5.77% Increased
449
AE Wealth Management
AE Wealth Management
Kansas
$666M +$30.1M 16 5.65% Increased
450
Saturna Capital
Saturna Capital
Washington
$665M -$1.34M 5 9.02% Reduced