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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
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$969M +$9.12M 16 7.58% Increased
302
SRS Investment Management
SRS Investment Management
New York
$961M -$110M 5 13.51% Reduced
303
Everett Harris & Co
Everett Harris & Co
California
$959M -$8.35M 6 15.16% Reduced
304
DSM Capital Partners
DSM Capital Partners
Florida
$958M -$736M 5 9.94% Reduced
305
Comerica Bank
Comerica Bank
Texas
$955M -$112M 43 5.75% Reduced
306
MetLife Investment Management
MetLife Investment Management
New Jersey
$955M -$11.3M 51 8.56% Reduced
307
Findlay Park Partners
Findlay Park Partners
United Kingdom
$950M +$254M 2 6.55% Increased
308
Congress Asset Management
Congress Asset Management
Massachusetts
$949M +$38.1M 10 7.41% Increased
309
Squarepoint
Squarepoint
New York
$944M +$355M 74 2.71% Increased
310
FAM
Foxhaven Asset Management
Virginia
$934M +$31.7M 5 26.91% Increased
311
AIM
Anatole Investment Management
Hong Kong
$929M +$235M 5 60.35% Increased
312
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$927M +$6.72M 33 11.9% Increased
313
Aristotle Capital Management
Aristotle Capital Management
California
$921M -$5.69M 4 1.74% Reduced
314
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$921M +$4.94M 12 9.59% Increased
315
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$920M -$35.2M 20 4.55% Reduced
316
WA
WFM Asia
British Virgin Islands
$919M -$58M 6 70.47% Reduced
317
Rathbones Group
Rathbones Group
United Kingdom
$911M +$26.3M 16 9.8% Increased
318
ING Group
ING Group
Netherlands
$909M +$326M 16 11.67% Increased
319
Private Advisor Group
Private Advisor Group
New Jersey
$909M +$275M 31 5.78% Increased
320
Axiom Investors
Axiom Investors
Connecticut
$908M +$36.8M 9 14.98% Increased
321
Scotia Capital
Scotia Capital
Ontario, Canada
$893M +$27M 17 6.5% Increased
322
AIM
Allen Investment Management
New York
$876M -$22.3M 14 12% Reduced
323
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$876M -$8.26M 13 5.9% Reduced
324
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$871M +$23.7M 20 4.36% Increased
325
PineBridge Investments
PineBridge Investments
New York
$869M +$6.92M 24 10.41% Increased