← 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
NCM
Nellore Capital Management
California
$545M +$9.15M 6 61.13% Increased
502
Stockbridge Partners
Stockbridge Partners
Massachusetts
$545M -$75.8M 1 10.65% Reduced
503
Ethic Inc
Ethic Inc
New York
$543M +$16.8M 33 9.72% Increased
504
Stonegate Investment Group
Stonegate Investment Group
Alabama
$540M -$56.4M 9 13.57% Reduced
505
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$540M +$2.72M 29 9.79% Increased
506
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$540M +$2.18M 26 9.52% Increased
507
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$540M -$4.94M 16 5.63% Reduced
508
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$537M +$40.7M 7 11.48% Increased
509
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$531M +$1.17M 12 9.52% Increased
510
Riverbridge Partners
Riverbridge Partners
Minnesota
$531M -$47.7M 6 8.54% Reduced
511
LGP
Leonard Green & Partners
California
$527M $0 1 15.64% Maintained
512
Lyrical Asset Management
Lyrical Asset Management
New York
$526M -$50.6M 2 7.58% Reduced
513
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$524M -$26.8M 9 6.83% Reduced
514
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$524M +$382K 20 4.23% Increased
515
Sapient Capital
Sapient Capital
Indiana
$522M -$10M 11 9.34% Reduced
516
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$520M -$11.2M 20 8.15% Reduced
517
Vinva Investment Management
Vinva Investment Management
Australia
$515M +$129M 19 13.39% Increased
518
UMB Bank
UMB Bank
Missouri
$506M -$19M 41 7.88% Reduced
519
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$505M $0 1 67.13% Maintained
520
Oppenheimer & Co
Oppenheimer & Co
New York
$505M +$14.3M 23 6.68% Increased
521
Himalaya Capital Management
Himalaya Capital Management
Washington
$505M +$483M 2 18.78% Increased
522
Saturna Capital
Saturna Capital
Washington
$503M -$54.2M 6 6.8% Reduced
523
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$502M +$275M 5 8.03% Increased
524
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$502M +$43.5M 34 1.09% Increased
525
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$501M -$14.4M 14 12.43% Reduced