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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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.41B -$72.9M 8 8.39% Reduced
252
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.36B +$405M 5 8.13% Increased
253
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.35B -$73.9M 31 9.48% Reduced
254
GIM
Genesis Investment Management
United Kingdom
$1.35B -$96M 4 40.03% Reduced
255
SRS Investment Management
SRS Investment Management
New York
$1.31B -$16.9M 7 21.67% Reduced
256
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.31B -$99.6M 23 8.04% Reduced
257
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.29B +$118M 6 8.36% Increased
258
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.28B +$144M 53 9.69% Increased
259
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.28B -$50.4M 26 8.5% Reduced
260
Calamos Advisors
Calamos Advisors
Illinois
$1.27B -$37.5M 21 7.35% Reduced
261
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.26B -$65.6M 43 11.46% Reduced
262
CFM
Comprehensive Financial Management
California
$1.26B +$100M 4 12.99% Increased
263
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.26B +$11.1M 32 5.92% Increased
264
MSL
Mackay Shields LLC
New York
$1.24B -$37.3M 39 8.56% Reduced
265
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.24B -$58M 14 13.6% Reduced
266
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.23B -$3.96M 16 11.69% Reduced
267
Verition Fund Management
Verition Fund Management
Connecticut
$1.22B +$711M 24 10.67% Increased
268
London Company of Virginia
London Company of Virginia
Virginia
$1.21B +$4.57M 4 7.6% Increased
269
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.21B +$38.1M 31 5.86% Increased
270
WP
Warburg Pincus
New York
$1.21B +$748M 3 20.68% Increased
271
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.2B +$117M 8 4.93% Increased
272
Krane Funds Advisors
Krane Funds Advisors
New York
$1.18B -$66.9M 21 46.23% Reduced
273
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.17B -$3.66M 41 6.82% Reduced
274
VS
VK Services
California
$1.16B +$1.29B 2 40.95% New
275
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1.16B +$91.1M 46 0.85% Increased