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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
551
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$260M +$18.8M 3 6.84% Increased
552
RAM
RWC Asset Management
United Kingdom
$259M -$6.18M 8 8.7% Reduced
553
RC
Raine Capital
New York
$258M $0 1 49.58% Maintained
554
KM
Kora Management
New York
$257M +$46.3M 2 76.84% Increased
555
Ossiam
Ossiam
France
$255M +$15.7M 19 7.38% Increased
556
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$255M -$4.13M 10 6.14% Reduced
557
Country Trust Bank
Country Trust Bank
Illinois
$253M -$12.3M 6 7.95% Reduced
558
Pathstone Family Office
Pathstone Family Office
New Jersey
$252M +$74.7M 20 4.81% Increased
559
SG Americas Securities
SG Americas Securities
New York
$252M +$42.9M 71 3.11% Increased
560
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$249M -$31.8M 8 20.71% Reduced
561
CA
Cornerstone Advisors
North Carolina
$249M +$29.5M 4 12.21% Increased
562
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$248M -$6.76M 6 6.87% Reduced
563
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$248M -$2.27M 2 2.66% Reduced
564
Nicholas Company
Nicholas Company
Wisconsin
$245M -$18M 7 5.61% Reduced
565
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$243M -$7.6M 19 5.21% Reduced
566
PointState Capital
PointState Capital
New York
$241M -$217M 1 5.82% Reduced
567
ACM
Argent Capital Management
Missouri
$241M +$36.3M 6 9.45% Increased
568
KIA
KCM Investment Advisors
California
$240M -$2.18M 4 11.11% Reduced
569
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$240M +$14.4M 4 14.19% Increased
570
Colony Group
Colony Group
Massachusetts
$239M -$7.12M 8 4.22% Reduced
571
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$239M +$40.8M 2 4.13% Increased
572
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$239M $0 4 4.8% Maintained
573
Capital International Inc
Capital International Inc
California
$239M -$99M 11 5.33% Reduced
574
SP
ShawSpring Partners
Massachusetts
$238M +$22.7M 2 33.07% Increased
575
MVP
Miller Value Partners
Florida
$238M +$31M 6 14.47% Increased