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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
HA
HHLR Advisors
Cayman Islands
$561M +$597M 5 23.27% New
227
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$548M -$38.2M 33 6.11% Reduced
228
Glenmede Trust
Glenmede Trust
Pennsylvania
$547M -$85.1M 42 2.67% Reduced
229
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$537M +$9.81M 10 6.57% Increased
230
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$533M +$15.2M 1 18.91% Increased
231
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$516M +$72.4M 68 4.65% Increased
232
Point72 Asset Management
Point72 Asset Management
Connecticut
$503M -$110M 19 2.46% Reduced
233
IVAV
Index Venture Associates V
Jersey
$502M $0 1 95.57% Maintained
234
ING Group
ING Group
Netherlands
$501M +$27.8M 12 10.84% Increased
235
KBC Group
KBC Group
Belgium
$496M -$162M 29 5.52% Reduced
236
CIBC World Market
CIBC World Market
Ontario, Canada
$493M -$74.4M 17 2.52% Reduced
237
Silver Lake Group
Silver Lake Group
California
$492M $0 1 11.99% Maintained
238
Victory Capital Management
Victory Capital Management
Texas
$491M +$2.62M 28 1.23% Increased
239
Comerica Bank
Comerica Bank
Texas
$490M -$1.1M 39 4.16% Reduced
240
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$476M -$16.4M 23 8.59% Reduced
241
DnB Asset Management
DnB Asset Management
Norway
$475M +$145M 10 6.16% Increased
242
Nuveen
Nuveen
North Carolina
$471M -$14.5M 17 2.97% Reduced
243
CFM
Coronation Fund Managers
South Africa
$471M +$217M 6 22.54% Increased
244
MetLife Investment Management
MetLife Investment Management
New Jersey
$469M -$14.5M 36 5.7% Reduced
245
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$469M +$86.4M 8 9.45% Increased
246
HMP
HS Management Partners
New York
$467M -$48.4M 3 16.65% Reduced
247
Two Sigma Investments
Two Sigma Investments
New York
$467M -$346M 36 1.83% Reduced
248
Man Group
Man Group
United Kingdom
$463M -$278M 28 2.06% Reduced
249
GCCM
Green Court Capital Management
Hong Kong
$458M +$53.4M 2 79.6% Increased
250
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$452M -$20.4M 21 2.05% Reduced