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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
226
CCMH
Cornerstone Capital Management Holdings
New York
$344M -$2.82M 18 4.13% Reduced
227
Nomura Holdings
Nomura Holdings
Japan
$343M +$81M 22 2.06% Increased
228
PGP
Prescott General Partners
Florida
$334M +$134K 3 23.28% Increased
229
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$334M +$27.6M 9 2.87% Increased
230
Sterling Capital Management
Sterling Capital Management
North Carolina
$332M +$49.5M 7 3.89% Increased
231
Arizona State Retirement System
Arizona State Retirement System
Arizona
$328M -$1.8M 15 4.2% Reduced
232
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$327M +$13M 3 5.13% Increased
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$320M -$12.2M 12 4.9% Reduced
234
PC
Passport Capital
California
$319M -$57M 6 10.32% Reduced
235
CA
Cullinan Associates
Kentucky
$319M +$1.97M 3 42.74% Increased
236
IHG
Insight Holdings Group
New York
$316M -$91.9M 1 50.6% Reduced
237
Capital Guardian Trust
Capital Guardian Trust
California
$312M -$46.8M 10 2.16% Reduced
238
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$311M -$3.41M 2 2.7% Reduced
239
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$310M -$44.5M 3 4.92% Reduced
240
Nuveen
Nuveen
North Carolina
$310M +$17.5M 14 2.01% Increased
241
RIM
Rainier Investment Management
Washington
$305M -$106M 5 2.96% Reduced
242
ACM
Andor Capital Management
New York
$297M +$184M 5 22.08% Increased
243
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$294M -$3.91M 5 2.93% Reduced
244
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$294M -$17.5M 11 1.12% Reduced
245
Los Angeles Capital Management
Los Angeles Capital Management
California
$294M -$2.24M 10 3.63% Reduced
246
Glenmede Trust
Glenmede Trust
Pennsylvania
$293M -$289K 18 3.47% Reduced
247
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$292M -$9.91M 11 3.61% Reduced
248
HAM
HHR Asset Management
New Jersey
$291M +$13.5M 3 12.74% Increased
249
EA
Euclid Advisors
Connecticut
$290M +$117M 6 2.93% Increased
250
HCM
Holland Capital Management
Illinois
$289M +$8.28M 2 6.71% Increased