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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
276
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$294M -$73.6M 10 3.15% Reduced
277
ARC
Absolute Return Capital
Massachusetts
$293M +$230M 8 3.22% Increased
278
H
Hexavest
Quebec, Canada
$292M +$42M 2 4.47% Increased
279
Flossbach Von Storch
Flossbach Von Storch
Germany
$291M +$127M 3 8.29% Increased
280
Polar Capital
Polar Capital
United Kingdom
$290M +$32M 6 6.91% Increased
281
Two Sigma Investments
Two Sigma Investments
New York
$284M +$147M 20 1.57% Increased
282
River Road Asset Management
River Road Asset Management
Kentucky
$282M +$27.7M 4 3.06% Increased
283
Blackhill Capital
Blackhill Capital
New Jersey
$282M -$857K 1 42.87% Reduced
284
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$281M +$72.3M 5 6.05% Increased
285
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$280M -$11.2M 3 1.56% Reduced
286
Jensen Investment Management
Jensen Investment Management
Oregon
$280M +$5.58M 2 3.97% Increased
287
TAM
Tiverton Asset Management
Delaware
$277M +$23.2M 3 6.13% Increased
288
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$272M -$16.5M 7 5.28% Reduced
289
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$269M -$19.7M 8 5.62% Reduced
290
GA
Geneva Advisors
Illinois
$266M -$15.7M 10 4.92% Reduced
291
CIM
Contrarius Investment Management
Jersey
$266M -$7.65M 3 17.77% Reduced
292
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$266M +$251M 8 5.3% New
293
First Eagle Investment Management
First Eagle Investment Management
New York
$263M +$28.9K 6 0.72% Increased
294
USSCPF
United States Steel & Carnegie Pension Fund
New York
$263M -$54.4M 3 5.94% Reduced
295
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$262M +$6.86M 14 2.53% Increased
296
KBC Group
KBC Group
Belgium
$261M +$21.6M 14 3.95% Increased
297
LCS
Levin Capital Strategies
New York
$261M -$25.8M 7 4.2% Reduced
298
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$258M -$7.71M 10 4.25% Reduced
299
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$258M +$11.8M 10 2.15% Increased
300
Wellcome Trust
Wellcome Trust
United Kingdom
$258M $0 1 6.84% Maintained