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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
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$345M -$9.06M 8 8.2% Reduced
302
Royce & Associates
Royce & Associates
New York
$344M -$2.8M 14 2.28% Reduced
303
NSLI
Nan Shan Life Insurance
Taiwan
$342M +$158M 2 8.7% Increased
304
Sterling Capital Management
Sterling Capital Management
North Carolina
$342M -$28.8M 13 3.3% Reduced
305
IVA
International Value Advisers
$341M -$1.65M 3 10.52% Reduced
306
PIA
Piedmont Investment Advisors
North Carolina
$340M -$84.1M 9 7.56% Reduced
307
BAPIM
British Airways Pensions Investment Management
United Kingdom
$339M -$651K 7 9.82% Reduced
308
Riverbridge Partners
Riverbridge Partners
Minnesota
$338M -$1.43M 6 6.47% Reduced
309
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$338M -$228M 2 4.94% Reduced
310
Everett Harris & Co
Everett Harris & Co
California
$337M +$5.07M 5 10.44% Increased
311
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$329M +$25.5M 7 8.4% Increased
312
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$327M +$39.5M 14 5.52% Increased
313
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$320M +$20.2M 13 1.56% Increased
314
GHP
Great Hill Partners
Massachusetts
$320M -$119M 1 100% Reduced
315
Marshall Wace North America
Marshall Wace North America
New York
$319M -$112M 21 2.33% Reduced
316
CA
Cullinan Associates
Kentucky
$317M -$733K 7 24.66% Reduced
317
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$316M -$5.28M 13 2.83% Reduced
318
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$314M +$42M 8 3.8% Increased
319
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$314M -$53.7M 8 6.04% Reduced
320
CIBC World Market
CIBC World Market
Ontario, Canada
$310M -$2.82M 14 1.32% Reduced
321
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$309M -$2.35M 3 10.91% Reduced
322
Suntrust Banks
Suntrust Banks
Georgia
$308M +$7.84M 15 1.89% Increased
323
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$307M -$50M 19 2.02% Reduced
324
GCCM
Green Court Capital Management
Hong Kong
$305M +$277M 4 70.17% New
325
Wolverine Trading
Wolverine Trading
Illinois
$304M +$132M 30 1.39% Increased