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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
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$363M -$6.59M 2 1.91% Reduced
302
GC
Greenlight Capital
New York
$360M -$262M 3 5.74% Reduced
303
PIA
Piedmont Investment Advisors
North Carolina
$360M +$3.17M 9 7.64% Increased
304
Everett Harris & Co
Everett Harris & Co
California
$359M +$613K 5 10.78% Increased
305
DFO
Duquesne Family Office
New York
$358M +$71.6M 3 16.28% Increased
306
Manning & Napier Advisors
Manning & Napier Advisors
New York
$356M -$87.5M 6 3.05% Reduced
307
Marshall Wace North America
Marshall Wace North America
New York
$355M +$23.3M 15 2.25% Increased
308
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$355M +$10.1M 10 4.03% Increased
309
Sarasin & Partners
Sarasin & Partners
United Kingdom
$354M -$83.3M 5 7.13% Reduced
310
Equity Investment Corp
Equity Investment Corp
Georgia
$353M -$19.4M 4 12.16% Reduced
311
PEAK6 Group
PEAK6 Group
Illinois
$352M +$103M 23 1.8% Increased
312
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$345M -$31.7M 7 5.33% Reduced
313
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$345M +$44.1M 2 9.79% Increased
314
Suntrust Banks
Suntrust Banks
Georgia
$338M +$9.04M 15 2.01% Increased
315
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$338M -$33.8M 4 0.51% Reduced
316
Riverbridge Partners
Riverbridge Partners
Minnesota
$338M -$13.7M 6 6.65% Reduced
317
AIA Group
AIA Group
Hong Kong
$335M +$38.8M 7 52.57% Increased
318
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$334M -$7.23M 14 5.49% Reduced
319
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$330M -$7.37M 15 2.8% Reduced
320
BAPIM
British Airways Pensions Investment Management
United Kingdom
$330M -$38.2M 7 10.01% Reduced
321
Hosking Partners
Hosking Partners
United Kingdom
$330M -$40.6M 6 8.58% Reduced
322
Wolverine Trading
Wolverine Trading
Illinois
$328M +$8.67M 26 1.25% Increased
323
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$327M +$14.2M 10 6.23% Increased
324
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$327M -$6.89M 3 11.32% Reduced
325
Harvest Fund Management
Harvest Fund Management
China
$326M -$36.1M 7 44.93% Reduced