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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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$466M -$27.9M 23 9.68% Reduced
452
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$463M -$13.5M 5 76.61% Reduced
453
Connectus Wealth
Connectus Wealth
Ohio
$463M +$136M 11 9.48% Increased
454
PWLP
Prio Wealth Limited Partnership
Massachusetts
$459M -$10.6M 8 15.78% Reduced
455
Welch & Forbes
Welch & Forbes
Massachusetts
$459M +$2.92M 9 6.93% Increased
456
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$454M -$688K 3 11.09% Reduced
457
LSV Asset Management
LSV Asset Management
Illinois
$451M -$3.46M 10 0.98% Reduced
458
CAM
Contour Asset Management
New York
$450M +$66.1M 4 18.58% Increased
459
Capital Group Private Client Services
Capital Group Private Client Services
California
$449M +$4.18M 5 4.64% Increased
460
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$449M +$3.1M 7 10.02% Increased
461
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$449M +$12.1M 24 7.91% Increased
462
Capital Wealth Planning
Capital Wealth Planning
Florida
$449M -$685M 6 5.14% Reduced
463
Lyrical Asset Management
Lyrical Asset Management
New York
$447M +$2.85M 2 7.29% Increased
464
OCM
OLP Capital Management
Hong Kong
$446M -$33.3M 2 68.58% Reduced
465
MAI Capital Management
MAI Capital Management
Ohio
$446M -$414K 13 5.86% Reduced
466
ACA
Abdiel Capital Advisors
New York
$446M -$137M 1 23.18% Reduced
467
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$446M -$2.6M 19 4.37% Reduced
468
Altshuler Shaham
Altshuler Shaham
Israel
$444M -$248M 7 24.56% Reduced
469
Wealthfront Advisers
Wealthfront Advisers
California
$441M +$11M 18 1.69% Increased
470
CFM
Comprehensive Financial Management
California
$441M -$414 5 15.57% Reduced
471
John W. Bristol & Co
John W. Bristol & Co
New York
$440M -$21.4M 2 8.09% Reduced
472
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$440M +$16.4M 12 11.81% Increased
473
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$440M -$44.4M 24 12.36% Reduced
474
AH Capital Management
AH Capital Management
California
$439M +$442M 2 27.01% New
475
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$438M +$8.13M 10 11.76% Increased