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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$353M +$1.6M 14 5.29% Increased
302
EIM
Elephas Investment Management
Hong Kong
$348M +$302M 4 20.82% Increased
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$347M +$17.9M 19 3.84% Increased
304
TI
TRG Investments
Virginia
$344M +$102M 2 100% Increased
305
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$343M +$81.1M 4 3.66% Increased
306
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$341M +$14.1M 11 3.58% Increased
307
Maverick Capital
Maverick Capital
Texas
$339M +$165M 8 4.97% Increased
308
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$336M -$4.32M 22 8.47% Reduced
309
Swiss Life Asset Management
Swiss Life Asset Management
$335M -$29.8M 5 6.82% Reduced
310
CA
Cullinan Associates
Kentucky
$333M -$23.3M 8 27.51% Reduced
311
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$331M -$11.5M 5 2.75% Reduced
312
Barings
Barings
North Carolina
$329M +$3.41M 15 5.78% Increased
313
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$329M +$2.08M 4 22.3% Increased
314
DVF
Discovery Value Fund
Singapore
$329M +$357M 2 48.36% New
315
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$328M +$146M 14 4.98% Increased
316
TPSF
Texas Permanent School Fund
Texas
$327M -$43.9M 19 5.77% Reduced
317
TimesSquare Capital Management
TimesSquare Capital Management
New York
$326M +$33.3M 7 2.81% Increased
318
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$326M -$17.2M 7 3.89% Reduced
319
Wolverine Trading
Wolverine Trading
Illinois
$325M -$235M 33 0.92% Reduced
320
Hosking Partners
Hosking Partners
United Kingdom
$324M -$20.1M 7 9.2% Reduced
321
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$321M -$2.12M 28 8.25% Reduced
322
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$320M -$364K 1 2.66% Reduced
323
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$318M -$2.48M 36 6.37% Reduced
324
Capital Guardian Trust
Capital Guardian Trust
California
$318M -$45.9M 6 5.06% Reduced
325
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$318M +$61.4M 1 3.25% Increased