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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
KCM
Kensico Capital Management
Connecticut
$672M +$21.1M 4 10.35% Increased
477
Vinva Investment Management
Vinva Investment Management
Australia
$671M +$79.3M 20 13.12% Increased
478
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$668M -$258M 6 4.02% Reduced
479
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$668M +$9.37M 19 4.28% Increased
480
KM
Kora Management
New York
$667M -$5.99M 3 70.84% Reduced
481
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$667M +$30.4M 3 11.62% Increased
482
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$666M +$3.95M 29 8.5% Increased
483
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$663M +$43.6M 19 16.19% Increased
484
Lazard Frères Gestion
Lazard Frères Gestion
France
$662M +$23M 4 12.6% Increased
485
Welch & Forbes
Welch & Forbes
Massachusetts
$651M +$5.94M 9 7.84% Increased
486
Magellan Asset Management
Magellan Asset Management
Australia
$650M -$69.8M 1 7.69% Reduced
487
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$649M -$50M 23 1.58% Reduced
488
Soros Fund Management
Soros Fund Management
New York
$648M +$493M 7 9.23% Increased
489
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$648M -$2.57M 7 10.51% Reduced
490
AKO Capital
AKO Capital
United Kingdom
$646M +$87.4M 2 9.18% Increased
491
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$643M +$33.1M 9 6.92% Increased
492
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$640M +$66.5M 9 8.56% Increased
493
Voloridge Investment Management
Voloridge Investment Management
Florida
$639M -$858M 29 2.15% Reduced
494
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$638M -$35.9M 6 5.76% Reduced
495
Himalaya Capital Management
Himalaya Capital Management
Washington
$637M $0 2 19.73% Maintained
496
DF Dent & Co
DF Dent & Co
Maryland
$631M +$55.2M 9 8.16% Increased
497
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$631M +$98.3M 18 8.37% Increased
498
Ethic Inc
Ethic Inc
New York
$631M +$7.96M 37 10.38% Increased
499
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$630M +$30.3M 21 4.52% Increased
500
BI
BlueSpruce Investments
Illinois
$629M +$168M 2 14.45% Increased