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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
Wasatch Advisors
Wasatch Advisors
Utah
$563M -$18.1M 8 2.76% Reduced
452
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$563M +$21.2M 12 12.07% Increased
453
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$561M +$3.88M 20 4.64% Increased
454
UMB Bank
UMB Bank
Missouri
$560M -$6.18M 34 8.73% Reduced
455
PGP
Prescott General Partners
Florida
$560M +$106K 4 37.3% Increased
456
KM
Kora Management
New York
$559M +$22.2M 4 66.81% Increased
457
ARK Investment Management
ARK Investment Management
Florida
$558M +$11.1M 12 5.11% Increased
458
Clal Insurance
Clal Insurance
Israel
$557M -$5.06M 5 4.93% Reduced
459
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$555M +$1.4M 12 10.57% Increased
460
Wealthfront Advisers
Wealthfront Advisers
California
$552M +$8.44M 17 1.7% Increased
461
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$550M +$57.2M 2 2.23% Increased
462
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$548M +$5.38M 24 10.08% Increased
463
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$547M -$8.21M 17 4.51% Reduced
464
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$547M +$5.83M 24 7.79% Increased
465
Railway Pension Investments
Railway Pension Investments
United Kingdom
$547M -$51.7M 9 6.55% Reduced
466
Old Mission Capital
Old Mission Capital
Illinois
$546M +$399M 19 7.86% Increased
467
MUFG Bank
MUFG Bank
Japan
$543M $0 1 21.06% Maintained
468
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$542M +$7.26M 4 10.49% Increased
469
PWLP
Prio Wealth Limited Partnership
Massachusetts
$540M -$18.1M 7 15.81% Reduced
470
DG
Discerene Group
Connecticut
$537M +$818 2 60.39% Increased
471
TA
Trivest Advisors
Hong Kong
$535M -$317M 7 30.37% Reduced
472
Eastern Bank
Eastern Bank
Massachusetts
$533M +$289M 11 9.55% Increased
473
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$531M +$17.7M 22 9.95% Increased
474
KCMH
Kontiki Capital Management (HK)
Hong Kong
$528M -$16.6M 2 41.75% Reduced
475
SCA
Southpoint Capital Advisors
New York
$528M +$82.5M 4 12.51% Increased