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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$959M -$15.1M 8 4.73% Reduced
302
Axiom Investors
Axiom Investors
Connecticut
$959M -$530M 10 17.34% Reduced
303
C WorldWide Group
C WorldWide Group
Denmark
$950M +$11.4M 4 9.3% Increased
304
Wasatch Advisors
Wasatch Advisors
Utah
$949M +$85.2M 9 4.26% Increased
305
Harris Associates
Harris Associates
Illinois
$948M +$184M 4 1.62% Increased
306
Aristotle Capital Management
Aristotle Capital Management
California
$936M +$2.28M 4 1.91% Increased
307
CIBC World Markets
CIBC World Markets
New York
$933M -$432M 20 5.82% Reduced
308
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$929M -$337M 24 5.07% Reduced
309
MSL
Mackay Shields LLC
New York
$915M -$283M 36 6.67% Reduced
310
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$912M -$96.4M 30 12.54% Reduced
311
RC
Raine Capital
New York
$903M +$1.03B 1 44.23% New
312
Longview Partners
Longview Partners
Guernsey
$901M -$171M 1 4.78% Reduced
313
MetLife Investment Management
MetLife Investment Management
New Jersey
$900M -$24.1M 43 8.24% Reduced
314
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$898M +$29.4M 29 8.78% Increased
315
VanEck Associates
VanEck Associates
New York
$898M +$189M 23 2.44% Increased
316
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$893M +$8.27M 11 8.61% Increased
317
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$883M +$123M 11 6.81% Increased
318
CIP
CAS Investment Partners
Connecticut
$867M +$27.6M 1 44.31% Increased
319
Congress Asset Management
Congress Asset Management
Massachusetts
$860M -$70.9M 10 7.77% Reduced
320
WA
WFM Asia
British Virgin Islands
$860M -$33.6M 5 65.26% Reduced
321
Crake Asset Management
Crake Asset Management
United Kingdom
$860M +$445M 4 26.03% Increased
322
Everett Harris & Co
Everett Harris & Co
California
$857M -$9.18M 6 14.86% Reduced
323
Railway Pension Investments
Railway Pension Investments
United Kingdom
$856M +$29.1M 14 7.91% Increased
324
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$854M -$681M 10 6.91% Reduced
325
Comgest Global Investors
Comgest Global Investors
France
$848M -$19.5M 8 12.99% Reduced