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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
451
Rafferty Asset Management
Rafferty Asset Management
New York
$491M +$60.9M 39 3.35% Increased
452
SCM
Steadview Capital Management
United Kingdom
$487M -$28.8M 4 38.94% Reduced
453
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487M -$12.5M 62 5.05% Reduced
454
Quilter Plc
Quilter Plc
United Kingdom
$486M +$1.02M 15 13.55% Increased
455
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$478M -$4.9M 9 20.23% Reduced
456
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$471M -$6.15M 25 9.52% Reduced
457
TIAA FSB
TIAA FSB
Florida
$471M +$8.09M 9 1.64% Increased
458
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$470M +$15.3M 62 8.08% Increased
459
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$468M -$2.99M 6 5.59% Reduced
460
Select Equity Group
Select Equity Group
New York
$464M +$78.7M 5 1.56% Increased
461
Banco Santander
Banco Santander
Spain
$464M -$21.7M 18 2.49% Reduced
462
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$463M -$453M 5 12.65% Reduced
463
Granahan Investment Management
Granahan Investment Management
Massachusetts
$462M +$96.9M 8 8.76% Increased
464
CLC
Charles-Lim Capital
Hong Kong
$459M -$132M 2 49.94% Reduced
465
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$459M +$53.8M 3 29.53% Increased
466
PWLP
Prio Wealth Limited Partnership
Massachusetts
$457M -$17.2K 8 15.4% Reduced
467
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$452M -$30.3M 2 61.67% Reduced
468
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$449M +$9.61M 3 10.33% Increased
469
FFM
Fullerton Fund Management
Singapore
$446M +$9.64M 3 27.09% Increased
470
XEA
XN Exponent Advisors
New York
$444M +$163M 5 21.28% Increased
471
Cetera Advisor Networks
Cetera Advisor Networks
California
$440M +$38M 29 5.95% Increased
472
IVMX
Institutional Venture Management XIV
California
$437M $0 2 72.33% Maintained
473
Driehaus Capital Management
Driehaus Capital Management
Illinois
$437M -$35.6M 17 5.18% Reduced
474
Tredje AP-fonden
Tredje AP-fonden
Sweden
$436M +$36.8M 10 9.11% Increased
475
Soros Fund Management
Soros Fund Management
New York
$436M -$17M 4 8.04% Reduced