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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
PineBridge Investments
PineBridge Investments
New York
$1.09B +$19.1M 14 8.67% Increased
277
AGF Management
AGF Management
Ontario, Canada
$1.09B +$71.3M 12 6.02% Increased
278
Amalgamated Bank
Amalgamated Bank
New York
$1.08B -$167M 72 9.21% Reduced
279
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.07B +$221M 44 1.88% Increased
280
CIBC World Markets
CIBC World Markets
New York
$1.06B -$929M 21 6.95% Reduced
281
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.06B -$66.6M 8 22.48% Reduced
282
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04B -$34.2M 29 7.47% Reduced
283
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.04B +$953M 13 8.97% Increased
284
TPSF
Texas Permanent School Fund
Texas
$1.03B -$759K 21 8.16% Reduced
285
London Company of Virginia
London Company of Virginia
Virginia
$1.03B -$103M 5 5.43% Reduced
286
Magellan Asset Management
Magellan Asset Management
Australia
$1.03B -$49.2M 5 9.82% Reduced
287
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.02B +$86M 14 10.61% Increased
288
IFM Investors
IFM Investors
Australia
$1.02B -$6.31M 21 11.13% Reduced
289
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.02B -$61.5M 15 11.57% Reduced
290
Everett Harris & Co
Everett Harris & Co
California
$1.01B -$14.3M 5 13.44% Reduced
291
FAM
Foxhaven Asset Management
Virginia
$1.01B +$17.2M 6 27.25% Increased
292
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$997M +$61.9M 23 11% Increased
293
Daiwa Securities Group
Daiwa Securities Group
Japan
$989M +$197M 40 5.58% Increased
294
Rafferty Asset Management
Rafferty Asset Management
New York
$987M +$41.5M 25 3.68% Increased
295
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$980M -$37.7M 14 11% Reduced
296
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$978M -$33.5M 11 6.29% Reduced
297
Boston Partners
Boston Partners
Massachusetts
$978M -$6.66M 15 1.16% Reduced
298
Epoch Investment Partners
Epoch Investment Partners
New York
$967M -$374M 9 4.3% Reduced
299
Empower Advisory Group
Empower Advisory Group
Colorado
$966M -$91.1M 10 3.62% Reduced
300
Third Point
Third Point
New York
$958M +$114M 2 12.21% Increased