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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
Welch & Forbes
Welch & Forbes
Massachusetts
$554M +$3.83M 9 7.39% Increased
452
AE Wealth Management
AE Wealth Management
Kansas
$549M +$89.9M 11 5.5% Increased
453
Railway Pension Investments
Railway Pension Investments
United Kingdom
$546M -$78.3M 11 6.52% Reduced
454
PointState Capital
PointState Capital
New York
$545M -$11.3M 3 11.84% Reduced
455
CFM
Comprehensive Financial Management
California
$543M +$1.09M 6 19.12% Increased
456
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$543M +$55.2M 47 3.5% Increased
457
PIM
Platinum Investment Management
Australia
$540M +$2.77M 8 21.83% Increased
458
Erste Asset Management
Erste Asset Management
Austria
$536M +$38.7M 15 7.1% Increased
459
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$534M -$547K 11 10.9% Reduced
460
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$531M -$25.9M 16 14.37% Reduced
461
UMB Bank
UMB Bank
Missouri
$530M +$4.77M 32 8.69% Increased
462
Quantinno Capital Management
Quantinno Capital Management
New York
$528M +$81.4M 31 9.5% Increased
463
Quilter Plc
Quilter Plc
United Kingdom
$527M +$10.9M 5 11.82% Increased
464
Altshuler Shaham
Altshuler Shaham
Israel
$526M -$138M 10 17.92% Reduced
465
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$524M +$306M 30 3.58% Increased
466
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$521M +$9.11M 4 17.52% Increased
467
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$520M +$13.8M 19 4.61% Increased
468
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$516M -$52.5M 16 4.43% Reduced
469
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$515M -$16.8M 3 12.16% Reduced
470
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$514M +$16.1M 3 10.54% Increased
471
PWLP
Prio Wealth Limited Partnership
Massachusetts
$514M -$36.5M 7 15.33% Reduced
472
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$512M -$3.66M 24 9.86% Reduced
473
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$511M -$21.4M 2 2.19% Reduced
474
Wealthfront Advisers
Wealthfront Advisers
California
$511M +$6.92M 16 1.72% Increased
475
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$510M +$474K 11 11.94% Increased