← All themes

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
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$279M -$59.5M 2 9.55% Reduced
302
Tocqueville Asset Management
Tocqueville Asset Management
New York
$279M +$4.68M 11 3.78% Increased
303
John W. Bristol & Co
John W. Bristol & Co
New York
$278M -$19.6M 3 7.33% Reduced
304
LSV Asset Management
LSV Asset Management
Illinois
$278M +$59.5M 8 0.6% Increased
305
TCW Group
TCW Group
California
$278M -$8.01M 11 2% Reduced
306
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$276M -$19.1M 10 3.82% Reduced
307
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$274M -$9.67M 2 1.11% Reduced
308
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$274M +$41.8M 7 22.81% Increased
309
1832 Asset Management
1832 Asset Management
Ontario, Canada
$274M +$70.1M 10 1.18% Increased
310
IRF
IBM Retirement Fund
New York
$273M +$2.5M 16 5.24% Increased
311
TAM
Tiverton Asset Management
Delaware
$272M -$50.8M 5 8.63% Reduced
312
Aristotle Capital Management
Aristotle Capital Management
California
$269M +$3.51M 3 3.24% Increased
313
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$268M -$10.7M 9 5.72% Reduced
314
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$261M -$12.3M 10 5.18% Reduced
315
Nomura Asset Management
Nomura Asset Management
Japan
$259M +$15.4M 10 5.02% Increased
316
MCM
Manchester Capital Management
Vermont
$259M +$5.05M 10 36.59% Increased
317
Creative Planning
Creative Planning
Kansas
$258M +$2.57M 40 2.12% Increased
318
Baird Financial Group
Baird Financial Group
Wisconsin
$258M +$23.3M 9 2.58% Increased
319
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$257M +$3.19M 5 5.19% Increased
320
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$257M -$34.2M 14 1.1% Reduced
321
Everett Harris & Co
Everett Harris & Co
California
$257M -$10.5M 6 8.98% Reduced
322
CA
Cullinan Associates
Kentucky
$256M +$12.6M 6 22.3% Increased
323
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$256M +$4.43M 13 2.94% Increased
324
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$256M +$145M 4 7.46% Increased
325
PCM
Prime Capital Management
Hong Kong
$254M -$121M 4 56.1% Reduced