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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
PointState Capital
PointState Capital
New York
$496M +$17.6M 2 8.49% Increased
452
M&G plc
M&G plc
United Kingdom
$493M +$481M 12 1.86% New
453
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$493M -$11.3M 15 7.58% Reduced
454
Connectus Wealth
Connectus Wealth
Ohio
$492M +$22.7M 8 13.47% Increased
455
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$489M -$120M 15 14.55% Reduced
456
PWLP
Prio Wealth Limited Partnership
Massachusetts
$483M +$22.4M 7 13.95% Increased
457
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$481M -$18.8M 22 5.98% Reduced
458
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$481M -$17.1M 9 3.58% Reduced
459
Penserra Capital Management
Penserra Capital Management
California
$476M +$42.8M 44 5.97% Increased
460
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$475M +$103M 10 6.04% Increased
461
Lyrical Asset Management
Lyrical Asset Management
New York
$475M -$72.6M 2 7.06% Reduced
462
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$475M +$67.8M 42 5.26% Increased
463
FCI
Financial Counselors Inc
Kansas
$473M -$24.3M 11 7.97% Reduced
464
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$472M +$29.4M 45 3.14% Increased
465
Quadrature Capital
Quadrature Capital
United Kingdom
$469M -$137M 34 8.02% Reduced
466
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$468M +$38.8M 36 10.05% Increased
467
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$468M +$53.6M 6 8.2% Increased
468
WMIG
White Mountains Insurance Group
New Hampshire
$466M $0 1 75.44% Maintained
469
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$465M +$51.8M 18 9.53% Increased
470
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$465M +$16.6M 10 11.1% Increased
471
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$461M $0 3 10.3% Maintained
472
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$457M +$21.4M 27 4.62% Increased
473
Alphinity Investment Management
Alphinity Investment Management
Australia
$457M +$137M 2 4.05% Increased
474
UMB Bank
UMB Bank
Missouri
$456M -$14.2M 33 7.22% Reduced
475
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$455M -$13.8M 23 8.86% Reduced