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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
Victory Capital Management
Victory Capital Management
Texas
$442M -$65.1M 24 0.93% Reduced
277
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$437M -$25.3M 29 5.13% Reduced
278
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$437M -$34.2M 8 4.03% Reduced
279
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$435M +$65.3M 10 6.6% Increased
280
Numeric Investors
Numeric Investors
Massachusetts
$434M -$230M 21 3.16% Reduced
281
Tocqueville Asset Management
Tocqueville Asset Management
New York
$428M +$6.02M 16 4.86% Increased
282
Marsico Capital Management
Marsico Capital Management
Colorado
$425M -$21.7M 4 16.95% Reduced
283
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$421M +$26.9M 10 4.26% Increased
284
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$419M -$13.7M 15 3.61% Reduced
285
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$418M -$11.7M 17 5.28% Reduced
286
CCI
Columbus Circle Investors
$417M -$21.9M 8 7.92% Reduced
287
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$417M -$6.98M 13 6.29% Reduced
288
IVA
International Value Advisers
$417M +$58.3M 4 11.99% Increased
289
BRC
Blue Ridge Capital
New York
$417M -$50.6M 6 13.86% Reduced
290
ING Group
ING Group
Netherlands
$415M -$20.1M 12 6.93% Reduced
291
MICM
Matthews International Capital Management
California
$412M -$34M 4 19.47% Reduced
292
Jensen Investment Management
Jensen Investment Management
Oregon
$412M +$287K 3 5.25% Increased
293
SC
Spinnaker Capital
Massachusetts
$411M +$410M 1 99.73% New
294
Marshall Wace North America
Marshall Wace North America
New York
$411M +$25.8M 24 2.27% Increased
295
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$409M +$45.7M 15 1.95% Increased
296
DnB Asset Management
DnB Asset Management
Norway
$407M +$97.1M 10 4.91% Increased
297
PIA
Piedmont Investment Advisors
North Carolina
$407M -$2.31M 9 8.19% Reduced
298
KM
Kylin Management
New York
$406M -$74.9M 2 50.06% Reduced
299
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$404M +$23.1M 21 2.36% Increased
300
BG
Bollard Group
Massachusetts
$403M +$317M 6 19.39% Increased