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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$867M +$285M 42 4.91% Increased
302
Utah Retirement Systems
Utah Retirement Systems
Utah
$861M -$13.6M 29 11.45% Reduced
303
Wasatch Advisors
Wasatch Advisors
Utah
$848M +$26.1M 11 4.17% Increased
304
SCA
Southpoint Capital Advisors
New York
$845M +$196M 4 16.38% Increased
305
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$844M -$46M 6 12.47% Reduced
306
Congress Asset Management
Congress Asset Management
Massachusetts
$841M +$6.69M 10 7.15% Increased
307
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$838M +$6.38M 29 12.52% Increased
308
GIM
Genesis Investment Management
United Kingdom
$832M +$96M 6 48.88% Increased
309
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$825M -$53.6M 10 5.49% Reduced
310
Huntington National Bank
Huntington National Bank
Ohio
$822M +$2.44M 49 7.61% Increased
311
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$821M +$172M 10 8.7% Increased
312
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$817M -$14.9M 25 8.6% Reduced
313
PGP
Prescott General Partners
Florida
$812M -$31.1M 4 37.03% Reduced
314
Comerica Bank
Comerica Bank
Texas
$812M -$5.2M 39 5.89% Reduced
315
Nissay Asset Management
Nissay Asset Management
Japan
$810M -$8.22M 21 7.05% Reduced
316
IFM Investors
IFM Investors
Australia
$808M +$140M 25 12.54% Increased
317
FAM
Foxhaven Asset Management
Virginia
$806M -$5.35M 4 29.94% Reduced
318
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$806M -$90.3M 13 5.42% Reduced
319
Boston Trust Walden
Boston Trust Walden
Massachusetts
$804M -$8.38M 9 6.64% Reduced
320
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$804M -$18.8M 4 10.87% Reduced
321
Sculptor Capital
Sculptor Capital
New York
$803M +$86.7M 15 6.22% Increased
322
C WorldWide Group
C WorldWide Group
Denmark
$803M -$20.2M 3 8.75% Reduced
323
Longview Partners
Longview Partners
Guernsey
$787M -$58.4M 1 5.15% Reduced
324
Personal Capital Advisors
Personal Capital Advisors
California
$787M +$30.5M 9 3.68% Increased
325
JSP
Jackson Square Partners
California
$786M -$194M 8 7.8% Reduced