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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
CAM
ClariVest Asset Management
California
$294M -$2.13M 13 7.84% Reduced
302
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$292M +$8.77M 6 4.88% Increased
303
BRC
Blue Ridge Capital
New York
$291M -$36.2M 2 3.67% Reduced
304
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$291M +$11.9M 7 7.49% Increased
305
Boston Trust Walden
Boston Trust Walden
Massachusetts
$290M +$8.31M 7 4.57% Increased
306
Everett Harris & Co
Everett Harris & Co
California
$289M -$56.1K 5 10.14% Reduced
307
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$289M -$224M 8 1.51% Reduced
308
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$287M -$8.74M 14 3.92% Reduced
309
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$287M -$11.2M 1 11.33% Reduced
310
HH
HSG Holding
Hong Kong
$287M -$89.7M 3 40.38% Reduced
311
Equity Investment Corp
Equity Investment Corp
Georgia
$286M +$287M 2 9.21% New
312
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$286M +$30.1M 22 1.96% Increased
313
IAM
Iridian Asset Management
Connecticut
$280M -$22.4M 1 2.59% Reduced
314
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$279M -$219M 12 3.36% Reduced
315
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$277M +$221M 15 22.19% Increased
316
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$276M -$771K 11 2.68% Reduced
317
Suntrust Banks
Suntrust Banks
Georgia
$276M +$1.61M 15 1.66% Increased
318
C WorldWide Group
C WorldWide Group
Denmark
$276M -$6.53M 2 5.32% Reduced
319
BAPIM
British Airways Pensions Investment Management
United Kingdom
$274M -$502K 6 7.94% Reduced
320
HCM
Holland Capital Management
Illinois
$273M +$1.84M 3 11.48% Increased
321
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$270M -$57.9M 2 31.49% Reduced
322
Axiom Investors
Axiom Investors
Connecticut
$268M -$16.5M 4 7.66% Reduced
323
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$267M -$7.35M 9 5.66% Reduced
324
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$265M -$29.1M 8 5.94% Reduced
325
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$261M -$64.1M 6 21.06% Reduced