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
St. Louis,
Missouri
| $468M | -$7.08M | 23 | 5.51% | Reduced |
|
| 252 |
M&T Bank
Buffalo,
New York
| $462M | -$77.7M | 18 | 2.73% | Reduced |
|
| 253 |
Virginia Retirement Systems
Richmond,
Virginia
| $459M | +$8.91M | 19 | 5.75% | Increased |
|
| 254 |
ING Group
Amsterdam,
Netherlands
| $452M | +$37.6M | 13 | 8.66% | Increased |
|
| 255 |
KM
Kylin Management
New York
| $451M | +$6.88M | 3 | 61.26% | Increased |
|
| 256 |
Fifth Third Bancorp
Cincinnati,
Ohio
| $449M | +$1.76M | 25 | 3.31% | Increased |
|
| 257 |
BRC
Blue Ridge Capital
New York
| $445M | +$76.7M | 4 | 7.79% | Increased |
|
| 258 |
Polar Capital
London,
United Kingdom
| $445M | +$10.5M | 6 | 5.99% | Increased |
|
| 259 |
Jane Street
New York
| $442M | -$81M | 30 | 1.55% | Reduced |
|
| 260 |
GA
Geneva Advisors
Chicago,
Illinois
| $437M | -$19.8M | 11 | 7.53% | Reduced |
|
| 261 |
Alyeska Investment Group
Chicago,
Illinois
| $436M | +$155M | 7 | 3.65% | Increased |
|
| 262 |
Zevenbergen Capital Investments
Edmonds,
Washington
| $436M | +$567K | 10 | 18.95% | Increased |
|
| 263 |
Banco Santander
Madrid,
Spain
| $430M | +$331M | 4 | 8.43% | Increased |
|
| 264 |
Comgest Global Investors
Paris,
France
| $424M | +$45.9M | 6 | 10.5% | Increased |
|
| 265 |
LPL Financial
San Diego,
California
| $417M | +$357M | 22 | 1.58% | Increased |
|
| 266 |
Baird Financial Group
Milwaukee,
Wisconsin
| $417M | -$28.2M | 14 | 3.27% | Reduced |
|
| 267 |
SHIM
Spruce House Investment Management
New York
| $415M | +$14M | 2 | 28.09% | Increased |
|
| 268 |
Manning & Napier Advisors
Fairport,
New York
| $412M | -$422M | 6 | 3.55% | Reduced |
|
| 269 |
Sculptor Capital
New York
| $408M | -$393M | 7 | 2.16% | Reduced |
|
| 270 |
Sarasin & Partners
London,
United Kingdom
| $407M | +$3.62M | 6 | 7.97% | Increased |
|
| 271 |
PGGM Investments
Zeist,
Netherlands
| $405M | +$3.28M | 4 | 2.07% | Increased |
|
| 272 |
CCI
Columbus Circle Investors
| $402M | -$76.2M | 11 | 6.64% | Reduced |
|
| 273 |
C WorldWide Group
Copenhagen,
Denmark
| $402M | -$3.2M | 2 | 6.1% | Reduced |
|
| 274 |
TPSF
Texas Permanent School Fund
Austin,
Texas
| $399M | -$16M | 19 | 5.26% | Reduced |
|
| 275 |
Marsico Capital Management
Denver,
Colorado
| $399M | +$6.58M | 4 | 16.68% | Increased |
|