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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
251
Polar Capital
Polar Capital
United Kingdom
$362M -$25.9M 6 7.33% Reduced
252
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$352M -$24.7M 3 13.38% Reduced
253
Comerica Bank
Comerica Bank
Texas
$350M -$411M 21 3.31% Reduced
254
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$348M +$19.5M 14 4.24% Increased
255
Aristotle Capital Management
Aristotle Capital Management
California
$347M -$200M 3 4.34% Reduced
256
Institutional Capital
Institutional Capital
Illinois
$345M +$367M 1 2.88% New
257
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$343M +$14.9M 8 2.15% Increased
258
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$342M -$21.2M 13 5.23% Reduced
259
Harding Loevner
Harding Loevner
New Jersey
$341M -$226M 3 2.75% Reduced
260
HCM
Holland Capital Management
Illinois
$339M -$1.7M 3 8.82% Reduced
261
HighTower Advisors
HighTower Advisors
Illinois
$337M +$253M 14 4.46% Increased
262
HCM
Herndon Capital Management
Georgia
$332M -$25.8M 3 6.47% Reduced
263
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$331M +$11.2M 34 3.07% Increased
264
Arizona State Retirement System
Arizona State Retirement System
Arizona
$329M +$344M 15 4.62% New
265
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$329M +$20.2M 11 3.46% Increased
266
Edge Asset Management
Edge Asset Management
Washington
$328M -$16.5M 6 3.28% Reduced
267
JP
Jana Partners
New York
$326M -$465M 1 3.68% Reduced
268
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$325M +$21.6M 12 5% Increased
269
RS Investment Management
RS Investment Management
California
$322M +$25.2M 5 2.87% Increased
270
TAM
Tiverton Asset Management
Delaware
$322M -$7.74M 5 7.13% Reduced
271
PIA
Piedmont Investment Advisors
North Carolina
$321M -$17.9M 6 7.24% Reduced
272
VCM
Valiant Capital Management
California
$319M +$132M 4 21.89% Increased
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$316M -$102M 17 2.83% Reduced
274
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$314M -$8.84M 3 3.51% Reduced
275
Soros Fund Management
Soros Fund Management
New York
$314M -$30M 7 4.75% Reduced