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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
WP
Warburg Pincus
New York
$726M $0 2 13.23% Maintained
227
Baird Financial Group
Baird Financial Group
Wisconsin
$721M +$21M 17 4.52% Increased
228
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$717M -$53.1M 8 7.07% Reduced
229
Wolverine Trading
Wolverine Trading
Illinois
$717M +$92.7M 42 1.57% Increased
230
Nomura Holdings
Nomura Holdings
Japan
$698M -$65.2M 30 2.45% Reduced
231
M&T Bank
M&T Bank
New York
$678M -$58M 22 3.39% Reduced
232
Third Point
Third Point
New York
$666M +$7.96M 1 4.66% Increased
233
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$658M +$177M 14 6.5% Increased
234
ING Group
ING Group
Netherlands
$654M +$94.5M 13 11.29% Increased
235
Nuveen
Nuveen
North Carolina
$653M +$8.92M 14 3.46% Increased
236
MetLife Investment Management
MetLife Investment Management
New Jersey
$643M -$22.2M 35 6.59% Reduced
237
CAM
ClariVest Asset Management
California
$633M -$67.3M 17 11.21% Reduced
238
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$628M -$29.4M 22 9.68% Reduced
239
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$626M +$71.6M 5 6.96% Increased
240
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$623M -$90.4M 1 19.92% Reduced
241
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$616M -$20.2M 22 3.49% Reduced
242
Marsico Capital Management
Marsico Capital Management
Colorado
$616M +$4.48M 4 20.81% Increased
243
Longview Partners
Longview Partners
Guernsey
$613M -$627M 1 3.02% Reduced
244
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$612M +$49.3M 60 5.12% Increased
245
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$609M -$14.6M 8 11.28% Reduced
246
Victory Capital Management
Victory Capital Management
Texas
$609M +$6.59M 29 1.26% Increased
247
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$598M -$61.9M 9 3.72% Reduced
248
DSM Capital Partners
DSM Capital Partners
Florida
$594M -$10.1M 7 8.85% Reduced
249
Silver Lake Group
Silver Lake Group
California
$591M $0 1 18.45% Maintained
250
TCW Group
TCW Group
California
$590M +$23.5M 6 4.84% Increased