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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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$320M -$5.03M 12 2.98% Reduced
302
DnB Asset Management
DnB Asset Management
Norway
$319M -$55.3M 10 5.01% Reduced
303
WP
Wedgewood Partners
Missouri
$319M -$172M 1 8.21% Reduced
304
Melvin Capital Management
Melvin Capital Management
New York
$314M +$233M 4 5.4% Increased
305
BAPIM
British Airways Pensions Investment Management
United Kingdom
$313M -$14.1M 6 9.44% Reduced
306
Riverbridge Partners
Riverbridge Partners
Minnesota
$313M -$9.35M 6 6.28% Reduced
307
FCM
Flinton Capital Management
Pennsylvania
$312M +$8.73M 13 12.04% Increased
308
IVA
International Value Advisers
$311M -$28.2M 3 9.91% Reduced
309
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$305M -$1.7M 9 6.21% Reduced
310
Boston Trust Walden
Boston Trust Walden
Massachusetts
$305M -$8M 7 4.75% Reduced
311
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$303M -$1.55M 20 6.92% Reduced
312
CA
Cullinan Associates
Kentucky
$302M -$8.3M 7 24.65% Reduced
313
CIBC World Market
CIBC World Market
Ontario, Canada
$300M -$192M 10 0.97% Reduced
314
JC
Joho Capital
New York
$300M $0 3 57.34% Maintained
315
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$299M +$97M 10 4.07% Increased
316
TGA
Trilogy Global Advisors
Florida
$298M +$2.7M 4 9.99% Increased
317
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$298M -$14.3M 8 6.57% Reduced
318
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$297M -$248K 6 7.99% Reduced
319
Suntrust Banks
Suntrust Banks
Georgia
$292M -$30.7M 13 1.86% Reduced
320
SHIM
Spruce House Investment Management
New York
$291M +$98.8M 2 24.98% Increased
321
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$286M +$338K 3 10.05% Increased
322
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$285M +$10.4M 48 3.61% Increased
323
HMP
HS Management Partners
New York
$282M -$148M 2 9.87% Reduced
324
PIM
Platinum Investment Management
Australia
$281M +$57.9M 6 7.77% Increased
325
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$280M +$107M 12 4.97% Increased