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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Ethic Inc
New York
| $776M | +$76.2M | 31 | 9.67% | Increased |
|
| 452 |
Aware Super
Sydney,
Australia
| $776M | -$127M | 3 | 10.99% | Reduced |
|
| 453 |
Union Bancaire Privee
Geneva 1,
Switzerland
| $773M | +$39M | 11 | 8.44% | Increased |
|
| 454 |
Wasatch Advisors
Salt Lake City,
Utah
| $766M | +$98.5M | 7 | 5.01% | Increased |
|
| 455 |
United Capital Financial Advisors
Irving,
Texas
| $766M | +$3.49M | 25 | 4.22% | Increased |
|
| 456 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $765M | -$109M | 18 | 9.68% | Reduced |
|
| 457 |
E Fund Management
Guangzhou,
China
| $755M | +$27M | 18 | 16.94% | Increased |
|
| 458 |
CAM
Contour Asset Management
New York
| $754M | +$386M | 4 | 17.85% | Increased |
|
| 459 |
Groupama Asset Management
Paris,
France
| $749M | +$30.5M | 9 | 9.44% | Increased |
|
| 460 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $746M | -$8.84M | 41 | 3.41% | Reduced |
|
| 461 |
Midwest Trust
Overland Park,
Kansas
| $746M | -$9.29M | 8 | 8.45% | Reduced |
|
| 462 |
Danica Pension Livsforsikrings
Copenhagen V,
| $744M | +$23.8M | 7 | 11.88% | Increased |
|
| 463 |
YC
Yarbrough Capital
Franklin,
Tennessee
| $744M | -$15M | 7 | 22.25% | Reduced |
|
| 464 |
Lone Pine Capital
Greenwich,
Connecticut
| $740M | +$167M | 2 | 4.52% | Increased |
|
| 465 |
Caxton Associates (UK)
London,
| $738M | +$340M | 15 | 13.83% | Increased |
|
| 466 |
D.A. Davidson & Co
Great Falls,
Montana
| $734M | -$10.6M | 18 | 4.06% | Reduced |
|
| 467 |
London Company of Virginia
Richmond,
Virginia
| $734M | -$25.2M | 4 | 4.18% | Reduced |
|
| 468 |
HB Wealth Management
Atlanta,
Georgia
| $733M | +$30.4M | 26 | 4.11% | Increased |
|
| 469 |
Douglass Winthrop Advisors
New York
| $733M | -$6.73M | 11 | 12.64% | Reduced |
|
| 470 |
KCP
Kingsway Capital Partners
London,
| $731M | +$803M | 3 | 99.34% | New |
|
| 471 |
NI
NetEase Inc
Hangzhou,
China
| $730M | +$64.7M | 1 | 95.34% | Increased |
|
| 472 |
HM Payson & Co
Portland,
Maine
| $730M | -$9.56M | 19 | 9.67% | Reduced |
|
| 473 |
Railway Pension Investments
London,
United Kingdom
| $729M | +$107M | 4 | 9.17% | Increased |
|
| 474 |
TCW Group
Los Angeles,
California
| $729M | -$213M | 20 | 4.9% | Reduced |
|
| 475 |
Vident Advisory
Alpharetta,
Georgia
| $728M | +$18.1M | 51 | 5.25% | Increased |
|