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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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$396M +$3.4M 22 4.81% Increased
252
Sarasin & Partners
Sarasin & Partners
United Kingdom
$394M -$98.2M 5 6.67% Reduced
253
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$394M -$11.5M 4 3.72% Reduced
254
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$392M +$168M 2 91.85% Increased
255
Jensen Investment Management
Jensen Investment Management
Oregon
$391M -$115K 4 5.72% Reduced
256
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$390M +$2.06M 15 5.98% Increased
257
Harding Loevner
Harding Loevner
New Jersey
$389M -$67.1M 3 2.72% Reduced
258
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$385M -$39.2M 3 2.23% Reduced
259
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$379M -$4.91M 3 0.57% Reduced
260
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$377M +$12.6M 22 3.04% Increased
261
PIA
Piedmont Investment Advisors
North Carolina
$371M -$2.73M 10 7.62% Reduced
262
GA
Geneva Advisors
Illinois
$367M -$4.54M 12 7.16% Reduced
263
Sterling Capital Management
Sterling Capital Management
North Carolina
$361M -$7.23M 11 3.25% Reduced
264
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$360M -$14.5M 17 5.02% Reduced
265
Creative Planning
Creative Planning
Kansas
$354M +$3.58M 49 2.16% Increased
266
Nomura Asset Management
Nomura Asset Management
Japan
$354M -$15.8M 20 6.38% Reduced
267
TPSF
Texas Permanent School Fund
Texas
$354M -$12.1M 18 4.71% Reduced
268
Royce & Associates
Royce & Associates
New York
$353M -$78.6M 15 2.27% Reduced
269
Marshall Wace
Marshall Wace
United Kingdom
$352M +$73.8M 18 2.32% Increased
270
SG Americas Securities
SG Americas Securities
New York
$352M +$246M 26 2.95% Increased
271
Baird Financial Group
Baird Financial Group
Wisconsin
$352M +$21.6M 10 3.05% Increased
272
GH
GAM Holding
Switzerland
$350M -$99.3M 22 6.14% Reduced
273
Natixis Advisors
Natixis Advisors
Massachusetts
$348M +$26.8M 12 4.19% Increased
274
KM
Kylin Management
New York
$346M +$41.6M 3 84.65% Increased
275
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$342M +$16M 13 2.87% Increased