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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
601
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$378M +$361M 7 5.81% Increased
602
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$378M +$189M 2 7.5% Increased
603
MGCM
Mane Global Capital Management
New York
$377M -$32.9M 11 28.53% Reduced
604
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$377M -$578K 20 12.44% Reduced
605
Harvest Fund Management
Harvest Fund Management
China
$376M -$25.1M 30 18.62% Reduced
606
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$375M -$8.76M 7 13.67% Reduced
607
TCIM
TOMS Capital Investment Management
New York
$373M +$294M 2 11.35% Increased
608
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$372M -$131M 23 12.84% Reduced
609
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$370M -$31.2M 19 5.64% Reduced
610
R.M. Davis Inc
R.M. Davis Inc
Maine
$370M +$2.25M 5 7.4% Increased
611
SCM
Silvant Capital Management
Georgia
$369M -$11.9M 9 16.99% Reduced
612
Silvercrest Asset Management
Silvercrest Asset Management
New York
$367M +$45.9M 17 2.63% Increased
613
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$367M +$71.9K 14 12.74% Increased
614
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$365M -$1.76M 11 8.81% Reduced
615
FFM
Fullerton Fund Management
Singapore
$365M -$122M 8 23.41% Reduced
616
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$365M +$7.33M 5 14.52% Increased
617
First Pacific Advisors
First Pacific Advisors
California
$364M -$18.6M 3 5.84% Reduced
618
Perigon Wealth Management
Perigon Wealth Management
California
$364M -$6.33M 18 9.34% Reduced
619
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$362M -$1.06M 18 6.39% Reduced
620
Atria Wealth Solutions
Atria Wealth Solutions
New York
$361M -$59.8M 22 4.35% Reduced
621
Vinva Investment Management
Vinva Investment Management
Australia
$361M +$25.2M 21 14.33% Increased
622
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$360M -$183M 4 3.6% Reduced
623
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$359M +$36.7M 11 8.36% Increased
624
Advisory Services Network
Advisory Services Network
Georgia
$358M -$3.06M 23 6.89% Reduced
625
Clearstead Advisors
Clearstead Advisors
Ohio
$356M +$11.5M 41 5.53% Increased