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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$417M -$1.27M 6 6.12% Reduced
452
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$416M -$62.5M 6 17.72% Reduced
453
LSV Asset Management
LSV Asset Management
Illinois
$416M -$6.92M 9 0.92% Reduced
454
M&G Investment Management
M&G Investment Management
United Kingdom
$415M +$48.6M 11 1.66% Increased
455
DF Dent & Co
DF Dent & Co
Maryland
$410M -$8.11M 8 5.55% Reduced
456
Atria Wealth Solutions
Atria Wealth Solutions
New York
$408M -$1.37M 22 5.57% Reduced
457
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$408M -$165M 11 3.81% Reduced
458
Comgest Global Investors
Comgest Global Investors
France
$408M -$31.5M 7 6.82% Reduced
459
HM Payson & Co
HM Payson & Co
Maine
$407M -$917K 19 9.14% Reduced
460
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$404M -$5.93M 8 3.61% Reduced
461
HH
HSG Holding
Hong Kong
$403M $0 5 46.11% Maintained
462
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$400M +$17.4M 10 12.56% Increased
463
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$400M +$360M 17 10.62% New
464
Wealthfront Advisers
Wealthfront Advisers
California
$399M +$27M 15 1.69% Increased
465
HM
HCEP Management
Hong Kong
$396M +$79.3M 4 75.17% Increased
466
Mirova US
Mirova US
Massachusetts
$395M +$9M 1 6.57% Increased
467
KI
Koch Industries
Kansas
$394M +$1.34M 1 35.32% Increased
468
Shelton Capital Management
Shelton Capital Management
Colorado
$393M +$9.98M 14 14.11% Increased
469
Tocqueville Asset Management
Tocqueville Asset Management
New York
$393M -$1.4M 10 7.03% Reduced
470
Bahl & Gaynor
Bahl & Gaynor
Ohio
$392M -$67.3M 7 2.39% Reduced
471
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$392M +$257K 10 9.82% Increased
472
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$392M +$4.04M 12 11.53% Increased
473
PointState Capital
PointState Capital
New York
$391M +$280M 3 9.34% Increased
474
TPG GP A
TPG GP A
Texas
$391M +$22.8M 4 5.74% Increased
475
Pathstone Family Office
Pathstone Family Office
New Jersey
$389M +$49.6M 19 5.53% Increased