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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
$590M +$13.3K 17 5.19% Increased
252
HMP
HS Management Partners
New York
$583M +$113M 3 16.83% Increased
253
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$582M -$19.6M 15 3.6% Reduced
254
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$579M +$494K 22 2.3% Increased
255
Comerica Bank
Comerica Bank
Texas
$579M -$124M 39 4.67% Reduced
256
Arizona State Retirement System
Arizona State Retirement System
Arizona
$574M -$24M 20 5.42% Reduced
257
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$569M -$31M 11 8.39% Reduced
258
Pzena Investment Management
Pzena Investment Management
New York
$553M -$62.9M 3 2.69% Reduced
259
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$550M -$263M 26 3.85% Reduced
260
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$549M -$4.79M 15 7.56% Reduced
261
PGGM Investments
PGGM Investments
Netherlands
$537M -$58M 3 2.83% Reduced
262
PCM
Primavera Capital Management
Cayman Islands
$533M $0 1 28.59% Maintained
263
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$531M -$43.6M 18 4.03% Reduced
264
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$529M -$1.05M 18 6.13% Reduced
265
Axiom Investors
Axiom Investors
Connecticut
$524M -$11.9M 5 15% Reduced
266
Generation Investment Management
Generation Investment Management
United Kingdom
$523M -$219M 2 4.17% Reduced
267
Pendal Group
Pendal Group
Australia
$523M -$69.6M 13 7.09% Reduced
268
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$520M -$3.93M 2 0.9% Reduced
269
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$513M -$23.8M 33 6.14% Reduced
270
Everett Harris & Co
Everett Harris & Co
California
$510M -$862K 6 12.78% Reduced
271
SC
Spinnaker Capital
Massachusetts
$506M -$68.5M 1 99.76% Reduced
272
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$506M -$5.9M 17 3.56% Reduced
273
Suntrust Banks
Suntrust Banks
Georgia
$500M +$4.01M 19 2.58% Increased
274
SG Americas Securities
SG Americas Securities
New York
$498M +$90.5M 38 3.69% Increased
275
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$496M -$9.31M 9 9.33% Reduced