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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
$860M +$11.2M 25 13.18% Increased
277
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$859M +$54.3M 28 5.04% Increased
278
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$854M +$19.7M 23 5.39% Increased
279
CCM
Composite Capital Management
Hong Kong
$847M -$65.7M 4 83.91% Reduced
280
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$837M $0 2 97.52% Maintained
281
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$833M -$40.9M 5 14.28% Reduced
282
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$831M +$33.3M 31 6.25% Increased
283
Alphabet Inc
Alphabet Inc
California
$823M $0 3 37.97% Maintained
284
Holocene Advisors
Holocene Advisors
New York
$823M -$227M 12 7.21% Reduced
285
Epoch Investment Partners
Epoch Investment Partners
New York
$820M +$125M 9 4.23% Increased
286
AIM
Allen Investment Management
New York
$819M +$50.5M 11 17.25% Increased
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$798M +$74.5K 37 9.08% Increased
288
Guggenheim Capital
Guggenheim Capital
Illinois
$795M +$148M 35 6.15% Increased
289
Commerce Bank
Commerce Bank
Missouri
$795M +$30.4M 17 7.75% Increased
290
ARK Investment Management
ARK Investment Management
Florida
$791M +$228M 13 8.51% Increased
291
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$783M +$126M 6 5.77% Increased
292
Candriam SCA
Candriam SCA
Luxembourg
$778M -$16.6M 21 8.21% Reduced
293
Arizona State Retirement System
Arizona State Retirement System
Arizona
$769M +$117M 34 10.84% Increased
294
LSV Asset Management
LSV Asset Management
Illinois
$766M +$5.04M 9 1.59% Increased
295
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$757M -$16.6M 10 12.67% Reduced
296
TI
TRG Investments
Virginia
$755M -$46.8M 2 100% Reduced
297
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$750M +$166M 23 8.95% Increased
298
DnB Asset Management
DnB Asset Management
Norway
$746M +$67.6M 19 8.76% Increased
299
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$727M +$156M 10 6.22% Increased
300
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$725M -$8.99M 29 8.55% Reduced