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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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$421M +$19.7M 22 7.94% Increased
502
General Atlantic
General Atlantic
New York
$421M $0 4 9.77% Maintained
503
MC
Maplelane Capital
New York
$420M +$170M 6 13.42% Increased
504
Atria Wealth Solutions
Atria Wealth Solutions
New York
$418M -$1.17M 21 4.72% Reduced
505
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$418M +$27.3M 25 5.02% Increased
506
WA
WFM Asia
British Virgin Islands
$418M +$19.8M 5 59.01% Increased
507
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$416M +$2.17M 10 6.51% Increased
508
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$415M +$80.3M 4 3.64% Increased
509
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$414M +$81.8M 10 1.21% Increased
510
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$413M -$48.8M 4 79.41% Reduced
511
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$412M +$8.94M 27 6.29% Increased
512
Starboard Value
Starboard Value
New York
$411M +$108M 3 8.5% Increased
513
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$409M +$19M 4 10.64% Increased
514
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$408M +$1.9M 9 15.17% Increased
515
First Pacific Advisors
First Pacific Advisors
California
$405M -$14.9M 3 5.68% Reduced
516
SCA
Southpoint Capital Advisors
New York
$403M +$136M 3 7.97% Increased
517
Comgest Global Investors
Comgest Global Investors
France
$402M -$17.3M 7 5.6% Reduced
518
SPM
Sycamore Partners Management
New York
$402M $0 1 100% Maintained
519
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$400M +$842K 9 8.73% Increased
520
Stonegate Investment Group
Stonegate Investment Group
Alabama
$399M +$3.72M 11 12.53% Increased
521
ACM
Argent Capital Management
Missouri
$398M -$10.9M 4 11.59% Reduced
522
CCM
CoreView Capital Management
Hong Kong
$397M -$92M 3 55.54% Reduced
523
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$396M +$108M 2 8.09% Increased
524
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$396M +$21.8M 6 8.07% Increased
525
SW
SVB Wealth
Massachusetts
$395M +$118M 21 8.8% Increased