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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
326
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$288M +$55.6M 10 6.22% Increased
327
Everett Harris & Co
Everett Harris & Co
California
$285M -$2.85M 5 10.09% Reduced
328
LSCM
Light Street Capital Management
California
$285M +$38.5M 6 28.68% Increased
329
BAPIM
British Airways Pensions Investment Management
United Kingdom
$284M +$18.6M 6 8.37% Increased
330
Boston Trust Walden
Boston Trust Walden
Massachusetts
$279M +$22.3M 7 4.6% Increased
331
HCM
Holland Capital Management
Illinois
$278M -$39.5M 3 11.38% Reduced
332
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$278M +$43.2M 7 7.79% Increased
333
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$276M +$12.1M 8 5.71% Increased
334
Suntrust Banks
Suntrust Banks
Georgia
$274M +$263K 16 1.71% Increased
335
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$273M -$3.42M 11 2.65% Reduced
336
CIBC World Markets
CIBC World Markets
New York
$272M -$21.5M 6 5.16% Reduced
337
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$270M +$9.23M 14 2.65% Increased
338
HCM
Hitchwood Capital Management
New York
$269M +$9.14M 3 8.22% Increased
339
TGA
Trilogy Global Advisors
Florida
$269M +$8.23M 3 8.9% Increased
340
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$268M +$22.6M 3 9.29% Increased
341
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$263M +$13.6M 20 1.83% Increased
342
Blackhill Capital
Blackhill Capital
New Jersey
$263M +$515K 2 43.78% Increased
343
GHP
Great Hill Partners
Massachusetts
$262M -$20.2M 1 100% Reduced
344
Jane Street
Jane Street
New York
$259M +$74.9M 28 1.24% Increased
345
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$258M -$16.9K 19 6.41% Reduced
346
ING Group
ING Group
Netherlands
$258M -$12.3M 9 3.11% Reduced
347
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$258M +$4.22M 8 5.64% Increased
348
IIM
Ivory Investment Management
New York
$257M +$113M 4 7.36% Increased
349
Gotham Asset Management
Gotham Asset Management
New York
$255M -$20.7M 14 3.33% Reduced
350
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$251M -$10.1M 2 1.05% Reduced