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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
501
KCMH
Kontiki Capital Management (HK)
Hong Kong
$290M +$124M 3 36.13% Increased
502
SAM
Securian Asset Management
Minnesota
$290M -$4.4M 13 6.94% Reduced
503
NIMI
Natixis Investment Managers International
France
$289M +$47.7M 11 5.89% Increased
504
BOK Financial
BOK Financial
Oklahoma
$289M -$6.31M 16 5.53% Reduced
505
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$288M -$16.1M 13 12.45% Reduced
506
Central Trust Company
Central Trust Company
Missouri
$288M -$8.49M 21 9.5% Reduced
507
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$288M +$2.89M 6 8.1% Increased
508
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$288M +$49.2M 12 8.23% Increased
509
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$288M +$3.17M 11 9.68% Increased
510
MIHAS
Maj Invest Holding A/S
Denmark
$287M -$145M 1 6.48% Reduced
511
JSP
Jackson Square Partners
California
$286M -$290M 6 6.68% Reduced
512
SEP
Soma Equity Partners
California
$286M -$12.5M 2 15.11% Reduced
513
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$285M -$5.02M 7 12.35% Reduced
514
Boston Partners
Boston Partners
Massachusetts
$285M -$62.6K 17 0.4% Reduced
515
GPCM
Greenbrier Partners Capital Management
Texas
$284M $0 2 34.97% Maintained
516
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$284M +$38.9M 88 2.2% Increased
517
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$281M +$18.9M 30 4.71% Increased
518
Shelton Capital Management
Shelton Capital Management
Colorado
$280M +$11.7M 15 12.59% Increased
519
Wealthfront Advisers
Wealthfront Advisers
California
$280M +$25.4M 13 1.41% Increased
520
Granahan Investment Management
Granahan Investment Management
Massachusetts
$278M -$7.29M 9 9.5% Reduced
521
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$276M +$15.8M 14 0.82% Increased
522
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$276M +$24M 21 7.14% Increased
523
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$275M +$72.5K 25 8.88% Increased
524
DCP
Darsana Capital Partners
New York
$274M +$99.3M 2 14.75% Increased
525
Synovus Financial
Synovus Financial
Georgia
$273M +$10.8M 12 3.21% Increased