← 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
576
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$109M +$24.1M 9 7.32% Increased
577
NAM
NorthCoast Asset Management
Connecticut
$109M +$43.4M 5 8.9% Increased
578
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$108M +$1.49M 14 3.28% Increased
579
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$108M +$6.92M 6 3.23% Increased
580
Frontier Capital Management
Frontier Capital Management
Massachusetts
$107M -$11.1M 3 0.86% Reduced
581
MAMU
Marathon Asset Management (UK)
United Kingdom
$107M +$22.6M 5 2.29% Increased
582
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$107M +$8.32M 25 1.32% Increased
583
Fiduciary Trust
Fiduciary Trust
Massachusetts
$106M +$28.3K 6 3.64% Increased
584
TAM
Telemark Asset Management
Massachusetts
$106M +$9.73M 4 22% Increased
585
RI
Redwood Investments
Massachusetts
$106M +$62.6M 7 8.07% Increased
586
Swiss Life Asset Management
Swiss Life Asset Management
$105M +$14M 7 3.59% Increased
587
AAM
Ardevora Asset Management
United Kingdom
$105M -$18M 4 3.88% Reduced
588
Amalgamated Bank
Amalgamated Bank
New York
$105M -$32.1K 19 6.11% Reduced
589
MC
Maplelane Capital
New York
$105M -$92.2M 5 2.76% Reduced
590
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$104M +$3.96M 8 6.94% Increased
591
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$104M -$24.8M 12 2.05% Reduced
592
ORI
Oak Ridge Investments
Illinois
$103M -$911K 3 2.69% Reduced
593
NMC
NEA Management Company
Maryland
$103M -$63.5M 1 4.64% Reduced
594
HCM
Hoplite Capital Management
New York
$103M +$95.9M 2 4.74% New
595
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$103M +$1.5M 11 3.66% Increased
596
OI
Oakbrook Investments
Illinois
$103M -$10.8M 8 6.29% Reduced
597
TAM
Tiverton Asset Management
Delaware
$102M -$304M 6 8.22% Reduced
598
TCP
Tourbillon Capital Partners
New York
$102M +$22.8M 1 2.08% Increased
599
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$101M -$3.41M 4 8.5% Reduced
600
Thomaspartners
Thomaspartners
Massachusetts
$101M +$6.15M 1 1.23% Increased