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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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$391M -$377K 8 2.95% Reduced
302
Barings
Barings
North Carolina
$388M -$84.2M 16 5.57% Reduced
303
Jensen Investment Management
Jensen Investment Management
Oregon
$387M +$861K 3 5.06% Increased
304
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$384M -$5.93M 2 1.97% Reduced
305
KM
Kylin Management
New York
$381M -$25M 4 67.74% Reduced
306
Manning & Napier Group
Manning & Napier Group
New York
$376M +$24.4M 6 3.69% Increased
307
Suntrust Banks
Suntrust Banks
Georgia
$374M +$20.6M 17 2.09% Increased
308
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$372M -$109M 9 3.71% Reduced
309
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$371M +$18.4M 27 8.4% Increased
310
DnB Asset Management
DnB Asset Management
Norway
$370M -$49.7M 10 4.46% Reduced
311
Swiss Life Asset Management
Swiss Life Asset Management
$364M +$26.1M 8 6.36% Increased
312
Royce & Associates
Royce & Associates
New York
$362M -$41.4M 16 2.53% Reduced
313
Sterling Capital Management
Sterling Capital Management
North Carolina
$359M -$19.9M 13 3.38% Reduced
314
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$354M -$123M 13 1.83% Reduced
315
CA
Cullinan Associates
Kentucky
$353M -$310K 7 26.74% Reduced
316
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$352M -$33.5M 4 11.74% Reduced
317
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$350M -$11.2M 24 8.12% Reduced
318
Riverbridge Partners
Riverbridge Partners
Minnesota
$349M -$48.3M 5 6.37% Reduced
319
CCI
Columbus Circle Investors
$348M -$120M 8 7.06% Reduced
320
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$348M +$1.12M 33 4.91% Increased
321
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$347M -$13.8M 8 5.19% Reduced
322
BA
Boston Advisors
Massachusetts
$346M -$55.8M 9 8.86% Reduced
323
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$345M -$51.5M 3 3.23% Reduced
324
Candriam SCA
Candriam SCA
Luxembourg
$344M +$19.7M 12 5.86% Increased
325
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$343M +$15.6M 19 3.45% Increased