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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
676
TLA
Tree Line Advisors
Hong Kong
$325M +$25.6M 3 84.58% Increased
677
Equitable Holdings
Equitable Holdings
New York
$324M +$44.9M 17 2.67% Increased
678
CA
Cornerstone Advisors
North Carolina
$323M +$20.8M 6 11.11% Increased
679
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$323M -$30.6M 12 3.69% Reduced
680
Clal Insurance
Clal Insurance
Israel
$323M -$49.9M 10 3.18% Reduced
681
SAM
Securian Asset Management
Minnesota
$322M -$4.7M 17 9.19% Reduced
682
SAM
Shell Asset Management
Netherlands
$322M +$58.8M 32 11.13% Increased
683
MRG
Milestone Resources Group
British Virgin Islands
$321M -$27.2M 1 16.75% Reduced
684
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$320M +$36.9M 2 8.53% Increased
685
Atria Investments
Atria Investments
North Carolina
$320M -$8.46M 28 3.77% Reduced
686
Close Asset Management
Close Asset Management
United Kingdom
$319M -$2.36M 11 9.33% Reduced
687
TCG
Tremblant Capital Group
Florida
$318M +$52.2M 9 30.71% Increased
688
Causeway Capital Management
Causeway Capital Management
California
$318M +$18.7M 8 5.04% Increased
689
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$317M +$5.65M 8 7.31% Increased
690
CIP
Champlain Investment Partners
Vermont
$316M +$57M 3 2.21% Increased
691
KIA
KCM Investment Advisors
California
$316M -$7.2M 7 10.6% Reduced
692
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$314M +$129M 1 2.03% Increased
693
Capital International Sarl
Capital International Sarl
California
$313M -$53.3M 13 6.02% Reduced
694
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$313M -$6.57M 12 5.38% Reduced
695
DFO
Duquesne Family Office
New York
$313M -$114M 3 7.69% Reduced
696
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$313M -$18.9M 16 3.98% Reduced
697
Profund Advisors
Profund Advisors
Maryland
$313M +$24.8M 27 11.26% Increased
698
Iconiq Capital
Iconiq Capital
California
$312M -$18.6M 14 5.26% Reduced
699
Waverly Advisors
Waverly Advisors
Alabama
$310M +$4.29M 13 3.4% Increased
700
Simplex Trading
Simplex Trading
Illinois
$309M +$87.8M 72 0.18% Increased