← All themes

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
501
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$154M +$6.81M 7 4.28% Increased
502
HP
Hound Partners
New York
$154M +$28.2M 1 3.88% Increased
503
Profund Advisors
Profund Advisors
Maryland
$153M +$13.6M 27 6.92% Increased
504
Scharf Investments
Scharf Investments
California
$152M -$91.7M 2 3.58% Reduced
505
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$152M +$2.51M 13 2.33% Increased
506
Congress Asset Management
Congress Asset Management
Massachusetts
$152M -$282K 6 2.72% Reduced
507
ACA
Abdiel Capital Advisors
New York
$152M -$50.3M 1 27.71% Reduced
508
EC
EMS Capital
New York
$151M -$2.75M 4 13.39% Reduced
509
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$150M +$1.06M 5 7.97% Increased
510
Becker Capital Management
Becker Capital Management
Oregon
$149M -$4.71M 2 5.35% Reduced
511
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$149M -$191M 2 14.99% Reduced
512
Meag Munich Ergo
Meag Munich Ergo
Germany
$149M -$17.7M 10 6.61% Reduced
513
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$149M -$33.2M 5 1.78% Reduced
514
Country Trust Bank
Country Trust Bank
Illinois
$149M +$1.04M 4 7.11% Increased
515
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$148M +$6.26M 26 1.19% Increased
516
RHBC
R.H. Bluestein & Co
Michigan
$148M +$3.93M 3 8.57% Increased
517
UIA
UG Investment Advisers
Taiwan
$147M -$4.11M 3 87.04% Reduced
518
Rathbones Group
Rathbones Group
United Kingdom
$147M -$2.62M 5 6.56% Reduced
519
CAM
Capstone Asset Management
Texas
$147M -$5.97M 20 4.08% Reduced
520
Perpetual Ltd
Perpetual Ltd
Australia
$147M +$25.6M 12 11.47% Increased
521
Thomaspartners
Thomaspartners
Massachusetts
$147M +$2.84M 1 1.26% Increased
522
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$147M -$20.1M 7 3.54% Reduced
523
Oppenheimer & Co
Oppenheimer & Co
New York
$146M +$3.2M 15 4.04% Increased
524
Truist Financial
Truist Financial
North Carolina
$146M -$7.82M 9 2.91% Reduced
525
Andra AP-fonden
Andra AP-fonden
Sweden
$146M -$5.72M 16 3.62% Reduced