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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
Alkeon Capital Management
Alkeon Capital Management
New York
$384M -$154M 5 7.34% Reduced
277
TAM
Tiverton Asset Management
Delaware
$381M $0 5 7.77% Maintained
278
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$378M -$169M 2 1.32% Reduced
279
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$376M -$62M 8 7.38% Reduced
280
DSM Capital Partners
DSM Capital Partners
Florida
$369M +$187M 4 6.33% Increased
281
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$368M -$32.2M 17 4.59% Reduced
282
First Eagle Investment Management
First Eagle Investment Management
New York
$363M +$148M 7 0.86% Increased
283
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$361M +$55.9M 7 5.57% Increased
284
Scharf Investments
Scharf Investments
California
$356M +$21.8M 3 9.88% Increased
285
CCM
Cornerstone Capital Management
Minnesota
$353M +$84.7M 6 11.62% Increased
286
Sentry Investments
Sentry Investments
Ontario, Canada
$352M -$8.69M 1 4.45% Reduced
287
Riverbridge Partners
Riverbridge Partners
Minnesota
$352M -$27.2M 6 6.33% Reduced
288
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$349M -$26.9M 24 3.02% Reduced
289
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$349M +$26.5M 7 2.6% Increased
290
Balyasny Asset Management
Balyasny Asset Management
Illinois
$343M +$55.3M 14 2.77% Increased
291
Edge Asset Management
Edge Asset Management
Washington
$341M -$10.2M 6 2.97% Reduced
292
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$341M +$589K 9 6.07% Increased
293
City National Bank
City National Bank
Delaware
$340M -$7.72M 10 2.86% Reduced
294
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$335M +$15.8M 10 3.48% Increased
295
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$333M +$8.19M 12 5.03% Increased
296
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$333M +$189M 23 4.6% Increased
297
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$332M -$37.2M 30 0.79% Reduced
298
HCM
Holland Capital Management
Illinois
$331M -$10.8M 2 7.51% Reduced
299
TCM
Tybourne Capital Management
Hong Kong
$329M -$39.3M 2 30.69% Reduced
300
LPL Financial
LPL Financial
California
$326M -$6.79M 16 1.67% Reduced