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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
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$671M -$10.2M 12 1.75% Reduced
452
C WorldWide Group
C WorldWide Group
Denmark
$642M -$97.1M 4 8.7% Reduced
453
Mirova US
Mirova US
Massachusetts
$634M -$143M 2 6.57% Reduced
454
Capital International Inc
Capital International Inc
California
$631M +$21.3M 10 6.13% Increased
455
Quilter Plc
Quilter Plc
United Kingdom
$629M +$7.9M 6 11.48% Increased
456
DG
Discerene Group
Connecticut
$627M +$24.6M 3 64.58% Increased
457
Comgest Global Investors
Comgest Global Investors
France
$625M +$48.1M 9 10.66% Increased
458
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$622M -$25.6M 4 10.4% Reduced
459
Mercer Global Advisors
Mercer Global Advisors
Colorado
$620M -$1B 32 1.26% Reduced
460
KCM
Kensico Capital Management
Connecticut
$619M -$11.6M 4 11.9% Reduced
461
Banco Santander
Banco Santander
Spain
$619M +$20.8M 13 5.87% Increased
462
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$617M -$32.1M 4 12.52% Reduced
463
E Fund Management
E Fund Management
China
$616M -$107M 17 29.37% Reduced
464
Driehaus Capital Management
Driehaus Capital Management
Illinois
$615M -$82.1M 23 4.92% Reduced
465
Shelton Capital Management
Shelton Capital Management
Colorado
$610M -$100M 19 14.02% Reduced
466
Midwest Trust
Midwest Trust
Kansas
$607M +$580M 12 8.41% New
467
YC
Yarbrough Capital
Tennessee
$605M +$1.44M 10 21.6% Increased
468
HM Payson & Co
HM Payson & Co
Maine
$598M +$10.5M 18 9.46% Increased
469
KM
Kora Management
New York
$598M -$135M 2 73.44% Reduced
470
Boston Trust Walden
Boston Trust Walden
Massachusetts
$596M -$23.1M 6 4.25% Reduced
471
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$595M +$6.31M 21 8.31% Increased
472
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$595M +$18.6M 30 8.1% Increased
473
Gotham Asset Management
Gotham Asset Management
New York
$591M +$84M 38 3.54% Increased
474
Phoenix Financial
Phoenix Financial
Israel
$587M +$20.3M 13 7.74% Increased
475
Verition Fund Management
Verition Fund Management
Connecticut
$585M -$439M 81 2.6% Reduced