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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
RS Investment Management
RS Investment Management
California
$316M +$17.8M 8 2.71% Increased
302
PC
Passport Capital
California
$309M -$37.8M 9 6.24% Reduced
303
ACM
Atlanta Capital Management
Georgia
$304M -$14.6M 3 2.07% Reduced
304
Everett Harris & Co
Everett Harris & Co
California
$303M +$7.89M 7 10.64% Increased
305
Nomura Holdings
Nomura Holdings
Japan
$299M +$101M 18 0.84% Increased
306
Tocqueville Asset Management
Tocqueville Asset Management
New York
$298M -$17M 11 3.51% Reduced
307
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$296M -$85.4M 8 6.02% Reduced
308
CLM
ClearBridge LLC (Maryland)
Maryland
$295M +$4.84M 8 5.29% Increased
309
IRF
IBM Retirement Fund
New York
$295M -$10.1M 15 5.63% Reduced
310
Sterling Capital Management
Sterling Capital Management
North Carolina
$293M -$20.3M 15 2.65% Reduced
311
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$293M -$221M 3 18.28% Reduced
312
GTP
Global Thematic Partners
New York
$288M -$138M 4 3.82% Reduced
313
JHC
JFB Holdings Corp
Georgia
$287M +$4.31M 2 7.89% Increased
314
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$286M -$697K 4 7.83% Reduced
315
Magnetar Financial
Magnetar Financial
Illinois
$285M -$270M 5 4.05% Reduced
316
Capital Guardian Trust
Capital Guardian Trust
California
$283M -$17.9M 15 2.04% Reduced
317
CA
Cullinan Associates
Kentucky
$283M -$3.92M 6 23.31% Reduced
318
TCP
Tourbillon Capital Partners
New York
$282M +$126M 2 6.13% Increased
319
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$282M -$42.5M 9 5.36% Reduced
320
VFA
Virtus Fund Advisers
Connecticut
$276M -$30.6M 7 2.06% Reduced
321
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$275M -$294K 2 2.52% Reduced
322
SH
SeaTown Holdings
Singapore
$273M -$270M 1 32.52% Reduced
323
GHP
Great Hill Partners
Massachusetts
$269M $0 1 100% Maintained
324
SCGE Management
SCGE Management
California
$269M +$72.1M 7 35.8% Increased
325
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$269M -$11M 6 5.4% Reduced