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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$546M +$5.94M 24 9.12% Increased
277
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$545M +$61M 19 3.5% Increased
278
LSV Asset Management
LSV Asset Management
Illinois
$545M -$33.1M 11 0.88% Reduced
279
Natixis Advisors
Natixis Advisors
Massachusetts
$540M +$8.6M 17 4.41% Increased
280
HCM
Hitchwood Capital Management
New York
$539M +$63.4M 9 9.19% Increased
281
Parnassus Investments
Parnassus Investments
California
$532M -$546M 2 2.01% Reduced
282
PIM
Platinum Investment Management
Australia
$529M -$2.53M 8 12.43% Reduced
283
Jensen Investment Management
Jensen Investment Management
Oregon
$523M +$66.8M 3 5.97% Increased
284
DnB Asset Management
DnB Asset Management
Norway
$518M -$12.8M 16 5.96% Reduced
285
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$514M +$51.7M 28 8.8% Increased
286
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$514M +$79.6M 20 1.15% Increased
287
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$511M -$5.99M 2 3.27% Reduced
288
Suntrust Banks
Suntrust Banks
Georgia
$510M -$5.24M 17 2.65% Reduced
289
Eagle Asset Management
Eagle Asset Management
Florida
$507M +$19.4M 10 2.59% Increased
290
Holocene Advisors
Holocene Advisors
New York
$506M +$108M 17 6.45% Increased
291
MCMC
Matrix Capital Management Company
New Hampshire
$505M +$131M 3 9.33% Increased
292
Candriam SCA
Candriam SCA
Luxembourg
$500M -$16.6M 17 6.21% Reduced
293
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$496M +$21.7M 26 3.81% Increased
294
PGGM Investments
PGGM Investments
Netherlands
$494M $0 3 2.48% Maintained
295
SCGE Management
SCGE Management
California
$492M +$31.6M 5 24.56% Increased
296
Epoch Investment Partners
Epoch Investment Partners
New York
$489M -$143M 6 2.21% Reduced
297
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$488M +$7.7M 31 5.95% Increased
298
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$486M +$15.2M 15 3.34% Increased
299
Wasatch Advisors
Wasatch Advisors
Utah
$485M -$105M 7 4.73% Reduced
300
Swiss Life Asset Management
Swiss Life Asset Management
$485M +$4.87M 7 5.85% Increased