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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
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$683M +$38.3M 2 10.67% Increased
277
Gates Foundation Trust
Gates Foundation Trust
Washington
$679M +$61.1M 5 2% Increased
278
Personal Capital Advisors
Personal Capital Advisors
California
$670M +$55.8M 9 3.62% Increased
279
IFM Investors
IFM Investors
Australia
$665M +$12.4M 22 12.08% Increased
280
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$660M +$55.3M 35 3.21% Increased
281
Utah Retirement Systems
Utah Retirement Systems
Utah
$659M +$2.21M 25 10.99% Increased
282
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$650M +$321M 153 10.56% Increased
283
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$645M +$4.11M 26 12.15% Increased
284
FAM
Foxhaven Asset Management
Virginia
$644M +$6.26M 6 28.67% Increased
285
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$644M +$113M 37 4.22% Increased
286
GP
Galileo PTC
British Virgin Islands
$644M -$122K 3 21.02% Reduced
287
D1 Capital Partners
D1 Capital Partners
New York
$643M +$176M 3 11.74% Increased
288
Rathbones Group
Rathbones Group
United Kingdom
$630M -$23.5M 14 7.78% Reduced
289
Guggenheim Capital
Guggenheim Capital
Illinois
$625M -$1.16M 29 5.72% Reduced
290
Epoch Investment Partners
Epoch Investment Partners
New York
$621M +$31M 9 4.06% Increased
291
Mercer Global Advisors
Mercer Global Advisors
Colorado
$615M +$15.4M 28 3.65% Increased
292
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$613M -$10.9M 24 8.23% Reduced
293
Huntington National Bank
Huntington National Bank
Ohio
$613M +$726K 50 6.99% Increased
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$610M -$5.8M 31 6.13% Reduced
295
Riverbridge Partners
Riverbridge Partners
Minnesota
$609M +$41.9M 8 9.05% Increased
296
BCM
Bares Capital Management
Texas
$609M -$33.5M 9 23.76% Reduced
297
Boston Trust Walden
Boston Trust Walden
Massachusetts
$607M -$4.08M 8 6.01% Reduced
298
Voloridge Investment Management
Voloridge Investment Management
Florida
$606M -$153M 41 3.27% Reduced
299
USS Investment Management
USS Investment Management
United Kingdom
$606M -$489M 18 8.85% Reduced
300
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$603M -$59.6M 5 3.65% Reduced