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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
HCM
Holland Capital Management
Illinois
$365M -$11.8M 3 9.39% Reduced
252
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$364M -$24.8M 21 4.64% Reduced
253
DSM Capital Partners
DSM Capital Partners
Florida
$363M +$47.9M 2 5.69% Increased
254
HighTower Advisors
HighTower Advisors
Illinois
$361M +$27.1M 18 4.28% Increased
255
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$359M -$14.7M 18 4.11% Reduced
256
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$356M +$13.2M 4 10.59% Increased
257
Sentry Investments
Sentry Investments
Ontario, Canada
$355M -$9.09M 1 4.08% Reduced
258
CI Investments Inc
CI Investments Inc
Ontario, Canada
$354M -$113M 7 4.52% Reduced
259
EC
Eminence Capital
New York
$351M -$135M 5 4.37% Reduced
260
RS Investment Management
RS Investment Management
California
$348M +$27.6M 6 3.11% Increased
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$344M -$2.45M 12 4.92% Reduced
262
PGGM Investments
PGGM Investments
Netherlands
$342M -$32.5M 3 1.81% Reduced
263
SCM
Steadfast Capital Management
New York
$341M -$139M 2 6.52% Reduced
264
USS Investment Management
USS Investment Management
United Kingdom
$341M +$69.3M 6 5.62% Increased
265
GHP
Great Hill Partners
Massachusetts
$341M $0 1 100% Maintained
266
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$341M +$18.5M 13 3.23% Increased
267
GVI
Green Valley Investors
Delaware
$338M +$144M 2 6.93% Increased
268
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$338M +$17.5M 13 5.87% Increased
269
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$337M +$6.05M 31 2.96% Increased
270
SIG
Senator Investment Group
New York
$335M +$300M 2 4.18% Increased
271
PIA
Piedmont Investment Advisors
North Carolina
$334M -$1.44M 5 7.05% Reduced
272
Edge Asset Management
Edge Asset Management
Washington
$334M +$6.27M 6 3.23% Increased
273
Sanders Capital
Sanders Capital
Florida
$332M -$558M 1 3.05% Reduced
274
Riverbridge Partners
Riverbridge Partners
Minnesota
$332M -$7.56M 6 6.81% Reduced
275
Comerica Bank
Comerica Bank
Texas
$330M -$2.42M 21 3.23% Reduced