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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
476
Antipodes Partners
Antipodes Partners
Australia
$318M -$89.4M 4 14.4% Reduced
477
NONA
Ninety One North America
New York
$317M +$4.02M 5 32.89% Increased
478
MS
Mizuho Securities
Japan
$315M +$321M 6 88.65% Increased
479
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$314M -$6.41M 5 5.39% Reduced
480
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$313M +$12.7M 40 8.92% Increased
481
RHBC
R.H. Bluestein & Co
Michigan
$313M +$7.07M 9 17.54% Increased
482
Cardano Risk Management
Cardano Risk Management
Netherlands
$310M -$2.34M 2 49.61% Reduced
483
Washington Trust
Washington Trust
Rhode Island
$308M -$19.9M 17 12.77% Reduced
484
RA
Rovida Advisors
Florida
$305M +$250M 7 29.41% Increased
485
ACM
Alta Capital Management
Utah
$305M +$6.48M 8 10.68% Increased
486
OC
Oakmont Corp
California
$301M -$4.81M 5 39.26% Reduced
487
Westwood Holdings Group
Westwood Holdings Group
Texas
$301M +$16M 8 3.98% Increased
488
OAM
Origin Asset Management
United Kingdom
$300M -$115M 8 43.91% Reduced
489
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$298M -$32.8M 28 5.53% Reduced
490
AE Wealth Management
AE Wealth Management
Kansas
$298M +$48.5M 20 4.6% Increased
491
Granahan Investment Management
Granahan Investment Management
Massachusetts
$297M +$16.2M 7 10.75% Increased
492
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$297M -$11M 20 10.23% Reduced
493
H
Hexavest
Quebec, Canada
$296M -$232M 10 6.84% Reduced
494
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$292M -$2.9M 9 6.79% Reduced
495
GHP
Great Hill Partners
Massachusetts
$291M $0 2 100% Maintained
496
MAMU
Marathon Asset Management (UK)
United Kingdom
$291M +$35.2M 5 4.46% Increased
497
Yacktman Asset Management
Yacktman Asset Management
Texas
$291M -$28.9M 3 4.63% Reduced
498
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$289M +$181M 39 4.25% Increased
499
UMB Bank
UMB Bank
Missouri
$288M -$3.41M 7 8.94% Reduced
500
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$288M -$6.31M 11 5.83% Reduced