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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
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$651M -$384K 5 8.05% Reduced
277
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$649M +$54M 2 4.73% Increased
278
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$647M +$11.9M 24 4.25% Increased
279
Candriam SCA
Candriam SCA
Luxembourg
$644M +$42.2M 19 6.61% Increased
280
Natixis Advisors
Natixis Advisors
Massachusetts
$643M +$11.3M 17 4.53% Increased
281
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$642M +$50.9M 10 5.71% Increased
282
MetLife Investment Management
MetLife Investment Management
New Jersey
$637M -$19.1M 34 6.64% Reduced
283
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$623M +$17.3M 13 4.02% Increased
284
Guggenheim Capital
Guggenheim Capital
Illinois
$623M -$41.1M 32 4.68% Reduced
285
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$609M +$445K 21 4.2% Increased
286
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$606M -$14.6M 34 6.7% Reduced
287
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$604M +$21.3M 27 4.67% Increased
288
Alphabet Inc
Alphabet Inc
California
$596M -$2B 3 36.05% Reduced
289
LSV Asset Management
LSV Asset Management
Illinois
$594M +$26.3M 9 0.93% Increased
290
CAM
ClariVest Asset Management
California
$591M +$9.18M 10 13.57% Increased
291
EC
Eminence Capital
New York
$590M +$152M 3 6.63% Increased
292
Select Equity Group
Select Equity Group
New York
$585M -$355M 2 3.69% Reduced
293
PCM
Primavera Capital Management
Cayman Islands
$580M -$93.8M 1 31.05% Reduced
294
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$580M -$19.9M 16 1.93% Reduced
295
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$578M +$24.9M 36 9.82% Increased
296
DnB Asset Management
DnB Asset Management
Norway
$577M +$50.4M 17 5.67% Increased
297
Commerce Bank
Commerce Bank
Missouri
$574M +$25.1M 13 5.46% Increased
298
Krane Funds Advisors
Krane Funds Advisors
New York
$572M -$15.3M 16 36.93% Reduced
299
Eagle Asset Management
Eagle Asset Management
Florida
$568M +$38M 11 2.73% Increased
300
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$563M +$117M 16 4.76% Increased