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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
Congress Asset Management
Congress Asset Management
Massachusetts
$597M -$23.6M 11 5.72% Reduced
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$596M -$67.4M 32 6.38% Reduced
303
Mercer Global Advisors
Mercer Global Advisors
Colorado
$596M +$55.2M 29 3.65% Increased
304
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$590M -$200M 30 5.6% Reduced
305
Gates Foundation Trust
Gates Foundation Trust
Washington
$590M +$31.3M 5 3.34% Increased
306
Nissay Asset Management
Nissay Asset Management
Japan
$588M -$12.2M 20 5.86% Reduced
307
Epoch Investment Partners
Epoch Investment Partners
New York
$586M -$85.9M 7 3.44% Reduced
308
Longview Partners
Longview Partners
Guernsey
$582M -$119M 1 4.45% Reduced
309
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$582M +$34.9M 2 3.61% Increased
310
WCM Investment Management
WCM Investment Management
California
$577M -$164M 8 2.07% Reduced
311
General Atlantic
General Atlantic
New York
$575M +$67.4M 5 7.5% Increased
312
Wasatch Advisors
Wasatch Advisors
Utah
$573M +$31.6M 9 3.62% Increased
313
Eagle Asset Management
Eagle Asset Management
Florida
$573M -$27.1M 11 3.59% Reduced
314
Stockbridge Partners
Stockbridge Partners
Massachusetts
$571M +$240M 3 14.95% Increased
315
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$567M -$281M 31 3.44% Reduced
316
Private Advisor Group
Private Advisor Group
New Jersey
$565M -$24.3M 30 5.04% Reduced
317
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$558M -$42.2M 4 9.15% Reduced
318
Riverbridge Partners
Riverbridge Partners
Minnesota
$556M -$95.7M 8 8.9% Reduced
319
Vontobel Holding
Vontobel Holding
Switzerland
$551M -$550K 36 5.96% Reduced
320
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$546M -$53.8M 12 5.09% Reduced
321
New York Life Investment Management
New York Life Investment Management
New York
$545M +$613M 21 6.32% New
322
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$545M -$7.52M 15 7.78% Reduced
323
Yousif Capital Management
Yousif Capital Management
Michigan
$543M -$17.4M 34 7.15% Reduced
324
FAM
Foxhaven Asset Management
Virginia
$541M +$32.3M 4 24.44% Increased
325
WA
WFM Asia
British Virgin Islands
$538M +$139M 5 50.61% Increased