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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
Harris Associates
Harris Associates
Illinois
$588M -$301M 8 0.99% Reduced
477
Stonegate Investment Group
Stonegate Investment Group
Alabama
$583M +$23.3M 10 15.58% Increased
478
Groupe la Francaise
Groupe la Francaise
France
$581M +$19.4M 10 12.31% Increased
479
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$575M +$14M 5 5.02% Increased
480
NOSC
North of South Capital
United Kingdom
$574M +$7.96M 5 64.07% Increased
481
CCM
CoreView Capital Management
Hong Kong
$566M -$57.4M 4 56.25% Reduced
482
Banco Santander
Banco Santander
Spain
$565M +$40.2M 16 6.24% Increased
483
Driehaus Capital Management
Driehaus Capital Management
Illinois
$562M +$99.9M 21 5.41% Increased
484
Capital Group Private Client Services
Capital Group Private Client Services
California
$561M +$58.2M 5 5.48% Increased
485
AKO Capital
AKO Capital
United Kingdom
$561M +$45.2M 2 7.28% Increased
486
Welch & Forbes
Welch & Forbes
Massachusetts
$556M +$959K 8 7.28% Increased
487
Avanza Fonder
Avanza Fonder
Sweden
$556M -$30.2M 18 18.24% Reduced
488
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$555M -$419K 20 4.46% Reduced
489
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$554M -$1.04M 18 12.43% Reduced
490
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$552M -$4.47M 3 11.31% Reduced
491
KCM
Kensico Capital Management
Connecticut
$549M +$146M 3 12.38% Increased
492
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$549M -$23.9M 16 6.16% Reduced
493
Capital International Inc
Capital International Inc
California
$546M +$44.6M 10 6.62% Increased
494
Stockbridge Partners
Stockbridge Partners
Massachusetts
$545M -$97.5M 1 12.07% Reduced
495
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$545M +$748K 26 7.92% Increased
496
Comgest Global Investors
Comgest Global Investors
France
$541M +$54.5M 8 9.65% Increased
497
Riverbridge Partners
Riverbridge Partners
Minnesota
$540M -$32.8M 6 8.66% Reduced
498
Congress Wealth Management
Congress Wealth Management
Massachusetts
$533M +$268M 19 6.39% Increased
499
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$531M +$194M 4 16.72% Increased
500
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$530M +$48.6M 8 10.28% Increased