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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
301
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$216M -$52.3M 7 4.65% Reduced
302
TAM
Tiverton Asset Management
Delaware
$214M $0 3 5.18% Maintained
303
LPL Financial
LPL Financial
California
$214M +$6.14M 19 1.42% Increased
304
Marsico Capital Management
Marsico Capital Management
Colorado
$213M -$618M 5 1.57% Reduced
305
Royal London Asset Management
Royal London Asset Management
United Kingdom
$211M -$290K 7 5.64% Reduced
306
KBC Group
KBC Group
Belgium
$209M +$30M 14 3.37% Increased
307
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$206M +$12.4M 10 5.37% Increased
308
Numeric Investors
Numeric Investors
Massachusetts
$205M +$104M 7 3.8% Increased
309
NCGI
Next Century Growth Investors
Minnesota
$202M -$19.6M 9 5.81% Reduced
310
SA
SQ Advisors
Florida
$201M +$66.8M 1 10.74% Increased
311
Saturna Capital
Saturna Capital
Washington
$201M -$26.6M 7 5.34% Reduced
312
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$200M +$1.79M 4 0.81% Increased
313
GTP
Global Thematic Partners
New York
$198M -$22.8M 1 3.04% Reduced
314
GH
GAM Holding
Switzerland
$197M +$34M 15 3.68% Increased
315
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$196M +$11.8M 4 3.67% Increased
316
TI
Turner Investments
Pennsylvania
$194M -$88.6M 9 3.21% Reduced
317
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$194M +$23.8M 4 2.64% Increased
318
FC
Fiera Capital
New York
$190M -$12.6M 5 12.46% Reduced
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$190M +$1.01M 14 3.14% Increased
320
HT
HAP Trading
New York
$189M +$120M 7 6.04% Increased
321
Aperio Group
Aperio Group
California
$186M +$27.6M 14 3.58% Increased
322
GVI
Green Valley Investors
Delaware
$185M $0 1 4.55% Maintained
323
PHS
PFM Health Sciences
California
$185M +$105M 4 4.45% Increased
324
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$184M +$73.3M 12 2.41% Increased
325
Nomura Asset Management
Nomura Asset Management
Japan
$184M -$22.9M 11 3.48% Reduced