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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
Central Trust Company
Central Trust Company
Missouri
$292M -$2.6M 19 10.01% Reduced
502
GPCM
Greenbrier Partners Capital Management
Texas
$291M $0 2 37.26% Maintained
503
Achmea Investment Management
Achmea Investment Management
Netherlands
$290M -$31.3M 20 10.27% Reduced
504
ASI
All-Stars Investment
Hong Kong
$290M -$10M 2 98.37% Reduced
505
IVGAI
Index Venture Growth Associates I
Jersey
$288M -$84M 1 100% Reduced
506
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$288M -$8.62M 5 8.69% Reduced
507
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$287M +$53.7M 2 3.21% Increased
508
SCM
Silvant Capital Management
Georgia
$287M +$236M 5 19.5% Increased
509
LT
Lindsell Train
United Kingdom
$286M -$3.54M 2 5.81% Reduced
510
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$285M -$46.7K 15 8.38% Reduced
511
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$283M -$5.05M 29 4.99% Reduced
512
TCM
Tybourne Capital Management
Hong Kong
$281M -$94.8M 5 26.97% Reduced
513
Driehaus Capital Management
Driehaus Capital Management
Illinois
$280M +$129M 12 4.25% Increased
514
Junto Capital Management
Junto Capital Management
New York
$280M +$192M 5 7.79% Increased
515
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$279M -$17.3M 11 10.54% Reduced
516
Granahan Investment Management
Granahan Investment Management
Massachusetts
$279M -$29M 8 9.1% Reduced
517
CCM
Candlestick Capital Management
Connecticut
$279M -$63.7M 7 10.1% Reduced
518
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$278M +$8.29M 8 11.4% Increased
519
Brookfield Corp
Brookfield Corp
Ontario, Canada
$277M +$40.9M 13 1.02% Increased
520
Synovus Financial
Synovus Financial
Georgia
$277M -$795K 12 3.39% Reduced
521
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$277M +$3.15M 14 6.83% Increased
522
Shelton Capital Management
Shelton Capital Management
Colorado
$277M -$9.73M 13 13.15% Reduced
523
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$274M +$16.2M 10 11.63% Increased
524
EP Wealth Advisors
EP Wealth Advisors
California
$274M +$24.9M 6 6.22% Increased
525
BOK Financial
BOK Financial
Oklahoma
$274M -$24.8M 17 5.55% Reduced