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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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.37B +$7.89M 44 6.31% Increased
227
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.36B -$83.8M 19 3.62% Reduced
228
GP
Galileo PTC
British Virgin Islands
$1.36B -$758K 3 24.47% Reduced
229
WCM Investment Management
WCM Investment Management
California
$1.36B -$168M 9 3.79% Reduced
230
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.35B -$477M 36 8.25% Reduced
231
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.35B -$1.21B 29 4.67% Reduced
232
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.33B +$62.1M 34 4.66% Increased
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.32B +$994M 46 9.28% Increased
234
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.32B +$25.5M 28 9.31% Increased
235
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.31B +$27.7M 17 12.95% Increased
236
Amalgamated Bank
Amalgamated Bank
New York
$1.3B +$50.2M 69 10.13% Increased
237
Amalgamated Financial
Amalgamated Financial
New York
$1.3B +$1.26B 68 10.35% New
238
Commerce Bank
Commerce Bank
Missouri
$1.29B +$6.4M 20 8.83% Increased
239
AustralianSuper
AustralianSuper
Australia
$1.28B +$89M 5 6.95% Increased
240
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.27B +$698M 150 12.12% Increased
241
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.27B -$125M 4 7.75% Reduced
242
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.26B +$39.1M 17 6.19% Increased
243
SG Americas Securities
SG Americas Securities
New York
$1.26B -$23.6M 57 9.23% Reduced
244
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.24B -$167M 10 7.94% Reduced
245
SHIM
Spruce House Investment Management
New York
$1.22B -$56.6M 5 70.69% Reduced
246
ING Group
ING Group
Netherlands
$1.22B -$129M 12 12.32% Reduced
247
Two Sigma Investments
Two Sigma Investments
New York
$1.22B +$266M 70 3.6% Increased
248
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.21B -$299M 1 6.35% Reduced
249
Carmignac Gestion
Carmignac Gestion
France
$1.2B -$438M 11 19.44% Reduced
250
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.2B -$142M 35 5.87% Reduced