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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
Creative Planning
Creative Planning
Kansas
$445M +$16.9M 46 2.43% Increased
252
Comgest Global Investors
Comgest Global Investors
France
$439M +$38.9M 5 11.77% Increased
253
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$437M -$16.4M 23 3.31% Reduced
254
GA
Geneva Advisors
Illinois
$434M +$8.94M 11 7.75% Increased
255
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$433M +$9.39M 21 5.59% Increased
256
Baird Financial Group
Baird Financial Group
Wisconsin
$432M +$9.47M 11 3.49% Increased
257
GH
GAM Holding
Switzerland
$430M +$16.9M 22 6.8% Increased
258
SCM
Steadfast Capital Management
New York
$427M -$105M 4 8.25% Reduced
259
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$426M +$18M 15 3.25% Increased
260
Jensen Investment Management
Jensen Investment Management
Oregon
$426M -$768K 4 5.96% Reduced
261
PIA
Piedmont Investment Advisors
North Carolina
$410M -$22.7M 7 8.48% Reduced
262
Marshall Wace North America
Marshall Wace North America
New York
$408M +$389M 14 3.22% New
263
Polar Capital
Polar Capital
United Kingdom
$405M +$4.52M 7 6.06% Increased
264
PGGM Investments
PGGM Investments
Netherlands
$404M +$27.5M 4 2.09% Increased
265
TPSF
Texas Permanent School Fund
Texas
$403M -$12.7M 18 5.25% Reduced
266
ING Group
ING Group
Netherlands
$402M +$136M 8 7.29% Increased
267
Alkeon Capital Management
Alkeon Capital Management
New York
$397M -$131M 5 6.84% Reduced
268
Silver Lake Group
Silver Lake Group
California
$387M -$204M 1 11.38% Reduced
269
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$386M +$24.6M 7 41.25% Increased
270
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$383M +$48.2M 5 20.83% Increased
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$380M +$2.41M 26 4.78% Increased
272
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$380M -$29.3M 3 0.57% Reduced
273
Sarasin & Partners
Sarasin & Partners
United Kingdom
$378M -$61.5M 5 7.36% Reduced
274
KM
Kylin Management
New York
$375M -$67.5M 3 77.63% Reduced
275
Equity Investment Corp
Equity Investment Corp
Georgia
$372M +$64.6M 3 12.1% Increased