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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
Krane Funds Advisors
Krane Funds Advisors
New York
$748M +$189M 13 40.91% Increased
252
Glenmede Trust
Glenmede Trust
Pennsylvania
$748M -$11 51 3.41% Reduced
253
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$724M -$75.9M 11 9.82% Reduced
254
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$715M +$2.87M 37 7.97% Increased
255
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$701M +$32M 32 10.84% Increased
256
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$701M +$41.4M 16 7.72% Increased
257
Silver Lake Group
Silver Lake Group
California
$698M $0 1 20.68% Maintained
258
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$677M +$100M 26 6.07% Increased
259
Banco Santander
Banco Santander
Spain
$674M +$36.8M 15 7.71% Increased
260
Natixis Advisors
Natixis Advisors
Massachusetts
$669M +$68.7M 18 5.45% Increased
261
Select Equity Group
Select Equity Group
New York
$665M +$112M 4 4.59% Increased
262
Veritas Asset Management
Veritas Asset Management
United Kingdom
$664M +$508M 3 5.28% Increased
263
Jensen Investment Management
Jensen Investment Management
Oregon
$663M +$123K 4 7.42% Increased
264
Causeway Capital Management
Causeway Capital Management
California
$661M +$36.6M 5 10.56% Increased
265
MSL
Mackay Shields LLC
New York
$659M -$45.2M 22 6.1% Reduced
266
Comerica Bank
Comerica Bank
Texas
$657M -$14.7M 43 6.03% Reduced
267
PIM
Platinum Investment Management
Australia
$656M -$81.4M 7 16.56% Reduced
268
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$654M +$102M 38 9.18% Increased
269
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$643M -$60.4M 5 12.21% Reduced
270
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$639M +$20M 21 5.21% Increased
271
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$636M -$120M 20 7.39% Reduced
272
Rockefeller Capital Management
Rockefeller Capital Management
New York
$631M +$332M 40 8.28% Increased
273
Candriam SCA
Candriam SCA
Luxembourg
$630M +$18.1K 19 6.68% Increased
274
SCM
Steadfast Capital Management
New York
$616M -$75.5M 4 9.46% Reduced
275
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$616M +$1.93M 25 11.62% Increased