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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
526
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$392M -$995K 8 8.47% Reduced
527
Tocqueville Asset Management
Tocqueville Asset Management
New York
$391M -$12.2M 10 6.39% Reduced
528
AE Wealth Management
AE Wealth Management
Kansas
$391M -$573M 11 4.41% Reduced
529
Wasatch Advisors
Wasatch Advisors
Utah
$388M +$8.62M 8 2.03% Increased
530
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$387M -$6.16M 8 4.68% Reduced
531
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$387M +$1.5M 26 7.72% Increased
532
Quantinno Capital Management
Quantinno Capital Management
New York
$387M +$125M 27 8.41% Increased
533
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$385M -$6M 3 13.28% Reduced
534
Capital International Inc
Capital International Inc
California
$383M +$33.8M 11 5.17% Increased
535
Oppenheimer & Co
Oppenheimer & Co
New York
$383M -$9.12M 24 6.35% Reduced
536
GGH
GCM Grosvenor Holdings
Illinois
$381M $0 2 58.11% Maintained
537
Chicago Capital
Chicago Capital
Illinois
$376M +$42M 10 11.47% Increased
538
Cannell & Spears
Cannell & Spears
New York
$375M +$279M 9 7.76% Increased
539
Pinnacle Associates
Pinnacle Associates
New York
$373M -$1.1M 20 5.88% Reduced
540
DG
Discerene Group
Connecticut
$371M -$90.7M 2 53.78% Reduced
541
Lazard Frères Gestion
Lazard Frères Gestion
France
$370M +$55.2M 2 9.15% Increased
542
Advisors Asset Management
Advisors Asset Management
Colorado
$368M +$1.61M 26 7.08% Increased
543
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$368M -$20.5M 12 10.99% Reduced
544
Tidal Investments
Tidal Investments
Wisconsin
$362M +$8.63M 30 5.98% Increased
545
First Eagle Investment Management
First Eagle Investment Management
New York
$362M -$17.6M 8 0.82% Reduced
546
HM Payson & Co
HM Payson & Co
Maine
$360M -$10.2M 20 6.69% Reduced
547
PHK
Point72 Hong Kong
Hong Kong
$360M +$144M 25 17.95% Increased
548
GPCM
Greenbrier Partners Capital Management
Texas
$360M -$1.96M 2 33.2% Reduced
549
Sapient Capital
Sapient Capital
Indiana
$358M +$402K 13 7.92% Increased
550
Phoenix Financial
Phoenix Financial
Israel
$356M +$56.6M 11 4.92% Increased