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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1B -$1.33B 17 3.46% Reduced
252
Marshall Wace
Marshall Wace
United Kingdom
$981M -$35.2M 42 6.88% Reduced
253
Natixis Advisors
Natixis Advisors
Massachusetts
$969M +$43.3M 20 6.43% Increased
254
Calamos Advisors
Calamos Advisors
Illinois
$968M -$128M 19 6.84% Reduced
255
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$959M -$399M 23 2.7% Reduced
256
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$943M -$53.2M 10 10.62% Reduced
257
DVF
Discovery Value Fund
Singapore
$940M -$121M 3 37.53% Reduced
258
Veritas Asset Management
Veritas Asset Management
United Kingdom
$939M +$146M 3 6.88% Increased
259
MSL
Mackay Shields LLC
New York
$936M +$9.6M 29 7.46% Increased
260
Rockefeller Capital Management
Rockefeller Capital Management
New York
$931M +$41.8M 38 9.74% Increased
261
Dragoneer Investment Group
Dragoneer Investment Group
California
$916M -$34.9M 3 30.34% Reduced
262
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$906M -$333M 6 12.15% Reduced
263
VVP
Vulcan Value Partners
Alabama
$903M +$94.8M 1 7.1% Increased
264
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$901M +$141M 7 5.63% Increased
265
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$895M +$67.4M 2 6.74% Increased
266
Sculptor Capital
Sculptor Capital
New York
$894M -$150M 10 7.62% Reduced
267
Nomura Holdings
Nomura Holdings
Japan
$892M -$1.3B 33 3.11% Reduced
268
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$892M +$23.7M 12 11.19% Increased
269
Glenmede Trust
Glenmede Trust
Pennsylvania
$891M -$24.3M 50 5.45% Reduced
270
CIBC World Markets
CIBC World Markets
New York
$891M -$219M 13 9.56% Reduced
271
Comerica Bank
Comerica Bank
Texas
$888M +$27.1M 44 6.84% Increased
272
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$886M -$16.9M 25 8.21% Reduced
273
Jensen Investment Management
Jensen Investment Management
Oregon
$879M -$1.51M 4 8.42% Reduced
274
BCM
Bares Capital Management
Texas
$879M -$258M 4 21.69% Reduced
275
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$869M -$80.3M 38 10.34% Reduced