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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
Natixis Advisors
Natixis Advisors
Massachusetts
$539M -$16M 12 5.49% Reduced
252
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$539M +$13.2M 18 6.37% Increased
253
GCCM
Green Court Capital Management
Hong Kong
$538M +$53.3M 5 73.25% Increased
254
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$538M +$275M 11 14% Increased
255
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$528M +$22.5M 1 4.62% Increased
256
Nuveen
Nuveen
North Carolina
$523M -$55.7M 14 3.35% Reduced
257
MetLife Investment Management
MetLife Investment Management
New Jersey
$522M +$504M 28 5.91% New
258
C WorldWide Group
C WorldWide Group
Denmark
$518M +$12.1M 2 7.49% Increased
259
Baird Financial Group
Baird Financial Group
Wisconsin
$516M +$13.9M 15 3.66% Increased
260
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$507M +$105M 7 5.03% Increased
261
Causeway Capital Management
Causeway Capital Management
California
$490M -$70.9M 5 5.2% Reduced
262
PIM
Platinum Investment Management
Australia
$487M -$12M 6 12.92% Reduced
263
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$486M +$92.9M 5 5.69% Increased
264
SHIM
Spruce House Investment Management
New York
$483M $0 2 23.58% Maintained
265
PGGM Investments
PGGM Investments
Netherlands
$482M +$18.8M 3 2.7% Increased
266
HCM
Hitchwood Capital Management
New York
$479M +$136M 8 17.98% Increased
267
Sculptor Capital
Sculptor Capital
New York
$466M -$9.47M 11 2.32% Reduced
268
Arizona State Retirement System
Arizona State Retirement System
Arizona
$465M +$22.4M 20 4.53% Increased
269
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$460M +$4.39M 7 9.18% Increased
270
TPSF
Texas Permanent School Fund
Texas
$457M -$9.06M 19 5.72% Reduced
271
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$454M +$15.7M 8 9.95% Increased
272
Capital Guardian Trust
Capital Guardian Trust
California
$453M +$24.7M 5 6.42% Increased
273
Barings
Barings
North Carolina
$451M +$371M 16 5.86% Increased
274
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$447M +$2.07M 17 2.04% Increased
275
Select Equity Group
Select Equity Group
New York
$445M +$4.05M 2 3.54% Increased