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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
Lyrical Asset Management
Lyrical Asset Management
New York
$376M -$9.13M 2 7.1% Reduced
477
Wealthfront Advisers
Wealthfront Advisers
California
$374M +$8.15M 16 1.61% Increased
478
Banco Santander
Banco Santander
Spain
$374M +$48.1M 16 5.3% Increased
479
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$374M -$4.66M 2 1.81% Reduced
480
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$371M +$13M 12 11.45% Increased
481
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$371M +$927K 16 9.8% Increased
482
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$371M +$2.26M 6 9.18% Increased
483
Atria Wealth Solutions
Atria Wealth Solutions
New York
$369M -$4.58M 24 5.17% Reduced
484
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$367M -$180M 39 2.85% Reduced
485
Erste Asset Management
Erste Asset Management
Austria
$363M +$47.6M 16 6.25% Increased
486
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$360M +$142M 6 8.16% Increased
487
Select Equity Group
Select Equity Group
New York
$359M +$166M 7 1.47% Increased
488
Stonegate Investment Group
Stonegate Investment Group
Alabama
$357M -$3.48M 12 12.98% Reduced
489
DF Dent & Co
DF Dent & Co
Maryland
$357M -$400K 8 5.22% Reduced
490
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$354M +$30.7M 38 10.58% Increased
491
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$353M +$31M 6 9.26% Increased
492
Shelton Capital Management
Shelton Capital Management
Colorado
$353M -$9.45M 13 12.92% Reduced
493
TSS
Two Sigma Securities
New York
$353M +$235M 41 3.74% Increased
494
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$351M -$8.93M 9 9.07% Reduced
495
Tocqueville Asset Management
Tocqueville Asset Management
New York
$351M -$13.5M 9 6.66% Reduced
496
Comgest Global Investors
Comgest Global Investors
France
$347M -$58.3M 7 5.93% Reduced
497
MICM
Matthews International Capital Management
California
$342M +$20.7M 7 41.39% Increased
498
Pinnacle Associates
Pinnacle Associates
New York
$342M +$1.95M 17 6.36% Increased
499
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$341M +$1.59M 28 7.83% Increased
500
Ancora Advisors
Ancora Advisors
Ohio
$341M -$10.9M 25 9.04% Reduced