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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
WPL
WINDACRE PARTNERSHIP LLC
Texas
$653M +$17.3M 1 13.71% Increased
277
Point72 Asset Management
Point72 Asset Management
Connecticut
$646M +$280M 25 2.73% Increased
278
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$643M -$189M 6 3.65% Reduced
279
Utah Retirement Systems
Utah Retirement Systems
Utah
$639M +$2.76M 28 10.23% Increased
280
IFM Investors
IFM Investors
Australia
$638M +$43.8M 23 11.18% Increased
281
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$637M +$32.5M 14 7.29% Increased
282
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$637M +$2.3M 27 11.31% Increased
283
Xponance
Xponance
Pennsylvania
$635M -$30.9M 20 12.76% Reduced
284
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$635M -$45.1M 3 9.42% Reduced
285
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$634M +$150M 9 8.87% Increased
286
Rathbones Group
Rathbones Group
United Kingdom
$628M -$57.2M 15 7.2% Reduced
287
HH
HSG Holding
Hong Kong
$625M -$14 6 57.68% Reduced
288
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$623M +$24.9M 9 7.82% Increased
289
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$619M +$176M 4 4.98% Increased
290
Manning & Napier Group
Manning & Napier Group
New York
$619M +$135M 8 7.15% Increased
291
Guggenheim Capital
Guggenheim Capital
Illinois
$619M -$121M 28 4.88% Reduced
292
Boston Trust Walden
Boston Trust Walden
Massachusetts
$618M -$21M 8 5.84% Reduced
293
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$609M -$2.62M 25 7.45% Reduced
294
Magellan Asset Management
Magellan Asset Management
Australia
$604M -$109M 5 3.3% Reduced
295
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$603M -$23.8M 7 11.36% Reduced
296
Personal Capital Advisors
Personal Capital Advisors
California
$601M +$14.5M 9 3.15% Increased
297
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$600M +$10.4M 20 4.64% Increased
298
Davenport & Co
Davenport & Co
Virginia
$600M +$57M 16 4.92% Increased
299
Candriam SCA
Candriam SCA
Luxembourg
$600M +$15.2M 15 4.94% Increased
300
Huntington National Bank
Huntington National Bank
Ohio
$598M -$13M 50 6.44% Reduced