← 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
451
UMB Bank
UMB Bank
Missouri
$459M +$1.09M 42 6.08% Increased
452
M&G Investment Management
M&G Investment Management
United Kingdom
$459M -$103M 17 0.9% Reduced
453
Saturna Capital
Saturna Capital
Washington
$456M +$2.67M 5 9.18% Increased
454
PAR Capital Management
PAR Capital Management
Massachusetts
$454M +$164M 6 10.86% Increased
455
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$453M +$168M 20 6.2% Increased
456
HCS
Himension Capital (Singapore)
Singapore
$452M +$86.9M 4 48.43% Increased
457
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$451M +$12.7M 60 4.36% Increased
458
MUFG Americas
MUFG Americas
New York
$451M +$855K 10 8.78% Increased
459
FCI
Financial Counselors Inc
Kansas
$448M +$8.16M 10 9.29% Increased
460
Zacks Investment Management
Zacks Investment Management
Illinois
$445M +$28.2M 9 6.18% Increased
461
Quilter Plc
Quilter Plc
United Kingdom
$445M +$13.5M 6 12.09% Increased
462
IVGAI
Index Venture Growth Associates I
Jersey
$444M -$55M 1 100% Reduced
463
John W. Bristol & Co
John W. Bristol & Co
New York
$444M -$9.82M 2 8.81% Reduced
464
Mirova US
Mirova US
Massachusetts
$443M +$35.9M 2 8.52% Increased
465
WI
Wafra Inc
New York
$443M +$73.7M 4 15.29% Increased
466
Prudential plc
Prudential plc
United Kingdom
$442M +$189M 21 6.39% Increased
467
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$442M +$11M 20 4.81% Increased
468
HH
HSG Holding
Hong Kong
$440M +$136M 6 54.96% Increased
469
Capital Wealth Planning
Capital Wealth Planning
Florida
$440M +$17.8M 4 8.89% Increased
470
MIOT
Massachusetts Institute of Technology
Massachusetts
$439M +$186M 2 69.96% Increased
471
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$436M +$960K 25 10.32% Increased
472
Banco Santander
Banco Santander
Spain
$435M +$144M 14 4.67% Increased
473
RC
Raine Capital
New York
$432M $0 1 51.48% Maintained
474
Welch & Forbes
Welch & Forbes
Massachusetts
$432M +$7.4M 10 6.81% Increased
475
Achmea Investment Management
Achmea Investment Management
Netherlands
$430M +$69.1M 20 11.22% Increased