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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
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$493M +$61.8M 1 3.48% Increased
277
CAM
ClariVest Asset Management
California
$492M -$41.2M 15 9.93% Reduced
278
Suntrust Banks
Suntrust Banks
Georgia
$491M +$15.9M 18 2.59% Increased
279
Marsico Capital Management
Marsico Capital Management
Colorado
$486M -$9.5M 4 17.52% Reduced
280
HMP
HS Management Partners
New York
$483M -$59.5M 3 16.31% Reduced
281
TI
TRG Investments
Virginia
$480M $0 2 100% Maintained
282
PGGM Investments
PGGM Investments
Netherlands
$472M $0 3 2.41% Maintained
283
DFO
Duquesne Family Office
New York
$466M +$196M 4 13.5% Increased
284
Norinchukin Bank
Norinchukin Bank
Japan
$464M +$5.59M 9 5.92% Increased
285
Capital Guardian Trust
Capital Guardian Trust
California
$463M +$35.5M 7 6.16% Increased
286
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$460M -$4.23M 32 5.69% Reduced
287
Jensen Investment Management
Jensen Investment Management
Oregon
$459M +$20.5M 3 5.46% Increased
288
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$458M +$2.01M 14 5.3% Increased
289
TCW Group
TCW Group
California
$457M -$52.4M 7 4.38% Reduced
290
Swiss Life Asset Management
Swiss Life Asset Management
$455M +$55.7M 6 5.76% Increased
291
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$453M +$53.1M 13 3.2% Increased
292
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$452M +$13.1M 22 3.72% Increased
293
Everett Harris & Co
Everett Harris & Co
California
$449M -$5.01M 6 11.65% Reduced
294
DVF
Discovery Value Fund
Singapore
$441M +$17.4M 2 49.47% Increased
295
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$441M -$87.5M 31 3.99% Reduced
296
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$440M +$14.7M 24 9.06% Increased
297
Barings
Barings
North Carolina
$440M +$15.3M 16 10.11% Increased
298
Congress Asset Management
Congress Asset Management
Massachusetts
$439M -$6.25M 9 5.75% Reduced
299
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$439M -$11.2M 12 3.09% Reduced
300
Pzena Investment Management
Pzena Investment Management
New York
$436M -$234K 3 2.37% Reduced