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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
SG Americas Securities
SG Americas Securities
New York
$371M -$33.4M 31 3.28% Reduced
277
Axiom Investors
Axiom Investors
Connecticut
$371M +$42.2M 6 9.5% Increased
278
Sterling Capital Management
Sterling Capital Management
North Carolina
$365M -$11.2M 13 3.44% Reduced
279
Arizona State Retirement System
Arizona State Retirement System
Arizona
$360M -$2.22M 17 5.06% Reduced
280
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$359M -$25.3M 10 16.5% Reduced
281
Royce & Associates
Royce & Associates
New York
$358M -$30.6M 15 2.34% Reduced
282
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$357M +$6.19M 8 6.71% Increased
283
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$357M +$6.23M 6 5.72% Increased
284
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$357M -$333K 18 3.23% Reduced
285
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$357M +$2.83M 12 6.96% Increased
286
C WorldWide Group
C WorldWide Group
Denmark
$354M +$23.7M 2 5.99% Increased
287
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$352M -$104M 2 1.97% Reduced
288
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$350M +$6.1M 13 4.78% Increased
289
CFM
Coronation Fund Managers
South Africa
$348M -$40.2M 3 12.06% Reduced
290
CAM
ClariVest Asset Management
California
$346M -$1.66M 15 8.65% Reduced
291
Tocqueville Asset Management
Tocqueville Asset Management
New York
$345M -$40.9M 10 4.21% Reduced
292
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$335M +$66.4M 4 24.56% Increased
293
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$335M -$16.6M 7 8.27% Reduced
294
Marsico Capital Management
Marsico Capital Management
Colorado
$333M -$35.1M 5 14.42% Reduced
295
SCM
Scopia Capital Management
New York
$332M +$44.5M 1 6.13% Increased
296
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326M -$26M 22 2.14% Reduced
297
Everett Harris & Co
Everett Harris & Co
California
$325M +$3.34M 5 10.62% Increased
298
Hosking Partners
Hosking Partners
United Kingdom
$324M +$27.7M 5 9% Increased
299
BRC
Blue Ridge Capital
New York
$321M -$19.4M 1 4.17% Reduced
300
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$320M -$104M 4 3.12% Reduced