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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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$404M +$9.23M 5 2.04% Increased
227
IRF
IBM Retirement Fund
New York
$401M -$13.9M 12 5.24% Reduced
228
EC
Eminence Capital
New York
$400M +$133M 3 7.09% Increased
229
HCM
Herndon Capital Management
Georgia
$392M -$28.6M 3 4.95% Reduced
230
EA
Euclid Advisors
Connecticut
$385M +$45.2M 7 3.19% Increased
231
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$383M -$11.5M 6 3.09% Reduced
232
Eagle Asset Management
Eagle Asset Management
Florida
$382M -$114M 10 2.15% Reduced
233
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$381M -$42.4M 14 2.36% Reduced
234
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$379M -$27.4M 19 4.41% Reduced
235
Sterling Capital Management
Sterling Capital Management
North Carolina
$379M +$24.2M 10 3.47% Increased
236
CCMH
Cornerstone Capital Management Holdings
New York
$376M -$20.1M 17 4.33% Reduced
237
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$373M +$6.42M 4 5.49% Increased
238
PIM
Platinum Investment Management
Australia
$371M -$20.3M 6 6.43% Reduced
239
JP
Jana Partners
New York
$365M -$318M 1 4.62% Reduced
240
IHG
Insight Holdings Group
New York
$363M $0 1 17.96% Maintained
241
Riverbridge Partners
Riverbridge Partners
Minnesota
$362M +$92.1M 6 6.57% Increased
242
Raymond James & Associates
Raymond James & Associates
Florida
$358M +$23.1M 13 2.68% Increased
243
Capital Guardian Trust
Capital Guardian Trust
California
$357M -$11.2M 10 2.35% Reduced
244
Arizona State Retirement System
Arizona State Retirement System
Arizona
$356M -$17.9M 15 4.39% Reduced
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$354M -$11.7M 12 5.06% Reduced
246
ProShare Advisors
ProShare Advisors
Maryland
$353M +$154M 11 5.26% Increased
247
DnB Asset Management
DnB Asset Management
Norway
$350M +$76.3M 5 8.21% Increased
248
Glenmede Trust
Glenmede Trust
Pennsylvania
$346M +$15M 19 3.54% Increased
249
CM
CS McKee
Pennsylvania
$345M -$64.6M 3 6.76% Reduced
250
Boston Partners
Boston Partners
Massachusetts
$345M -$127M 12 0.71% Reduced