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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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$363M +$11.8M 12 3.23% Increased
252
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$356M +$5.05M 16 4.22% Increased
253
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$356M -$48.9M 9 16.13% Reduced
254
ING Group
ING Group
Netherlands
$356M -$487M 7 4.43% Reduced
255
Soroban Capital Partners
Soroban Capital Partners
New York
$355M +$72.5M 1 2.87% Increased
256
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$353M +$10.4M 21 3.06% Increased
257
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$352M +$4.07M 10 9.56% Increased
258
BRC
Blue Ridge Capital
New York
$350M +$126M 2 4.25% Increased
259
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$347M -$813K 18 4.99% Reduced
260
PIM
Platinum Investment Management
Australia
$346M -$17.3M 9 7.68% Reduced
261
KM
Kylin Management
New York
$343M +$660K 2 45.48% Increased
262
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$343M +$76.4M 1 3.26% Increased
263
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$342M +$30.4M 7 8.93% Increased
264
DSM Capital Partners
DSM Capital Partners
Florida
$342M -$8.09M 2 5.61% Reduced
265
Nomura Asset Management
Nomura Asset Management
Japan
$334M +$64.1M 12 6.36% Increased
266
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$334M -$4.6M 13 5.65% Reduced
267
GA
Geneva Advisors
Illinois
$334M +$17.1M 8 6.72% Increased
268
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$334M +$2.68M 4 0.51% Increased
269
RS Investment Management
RS Investment Management
California
$333M -$25.4M 7 3.29% Reduced
270
Sanders Capital
Sanders Capital
Florida
$332M -$10.7M 1 2.87% Reduced
271
CI Investments Inc
CI Investments Inc
Ontario, Canada
$332M -$27.5M 8 4.23% Reduced
272
PIA
Piedmont Investment Advisors
North Carolina
$332M -$954K 6 6.98% Reduced
273
Ninety One (UK)
Ninety One (UK)
United Kingdom
$331M -$94.6M 3 1.79% Reduced
274
Two Sigma Advisers
Two Sigma Advisers
New York
$328M +$85.7M 28 1.84% Increased
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$327M +$1.67M 16 4.26% Increased