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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
$559M -$26.9M 14 5.51% Reduced
252
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$558M -$35.3M 8 19.83% Reduced
253
Moore Capital Management
Moore Capital Management
New York
$557M -$109M 9 11.16% Reduced
254
Nuveen
Nuveen
North Carolina
$556M +$15M 16 3.63% Increased
255
AL
AJO LP
Pennsylvania
$555M -$136M 13 2.54% Reduced
256
PIM
Platinum Investment Management
Australia
$554M +$48.7M 5 15.44% Increased
257
GQG Partners
GQG Partners
Florida
$545M -$50.4M 5 14.1% Reduced
258
Krane Funds Advisors
Krane Funds Advisors
New York
$542M +$561M 9 39.34% New
259
Two Sigma Investments
Two Sigma Investments
New York
$542M -$260M 30 1.81% Reduced
260
Marsico Capital Management
Marsico Capital Management
Colorado
$539M +$66.9M 4 20.26% Increased
261
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$535M -$20.9M 7 5.54% Reduced
262
MetLife Investment Management
MetLife Investment Management
New Jersey
$535M -$16M 27 6.3% Reduced
263
Baird Financial Group
Baird Financial Group
Wisconsin
$533M -$9.47M 16 3.76% Reduced
264
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$530M -$28.5M 17 6.4% Reduced
265
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$530M -$43.1M 5 6.3% Reduced
266
SC
Spinnaker Capital
Massachusetts
$527M $0 1 99.82% Maintained
267
Wasatch Advisors
Wasatch Advisors
Utah
$527M -$77.3M 9 6.81% Reduced
268
CIBC World Market
CIBC World Market
Ontario, Canada
$516M +$384M 15 2.13% Increased
269
ING Group
ING Group
Netherlands
$511M +$71.6M 11 9.25% Increased
270
Select Equity Group
Select Equity Group
New York
$507M +$54.5M 3 4.15% Increased
271
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$505M -$23.5M 8 10.64% Reduced
272
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$503M +$20.8M 9 9.86% Increased
273
Wolverine Trading
Wolverine Trading
Illinois
$488M +$400M 32 1.16% Increased
274
Victory Capital Management
Victory Capital Management
Texas
$484M +$22.2M 24 1.06% Increased
275
PGGM Investments
PGGM Investments
Netherlands
$483M $0 3 2.73% Maintained