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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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$380M -$5.19M 32 6.16% Reduced
327
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$377M -$15.2M 4 12.4% Reduced
328
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$374M +$12.5M 16 5.58% Increased
329
Riverbridge Partners
Riverbridge Partners
Minnesota
$374M -$15.7M 5 6.74% Reduced
330
LSCM
Light Street Capital Management
California
$369M +$2.18M 4 25.81% Increased
331
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$368M +$20.1M 7 22.32% Increased
332
SC
Spinnaker Capital
Massachusetts
$367M -$106M 1 99.72% Reduced
333
ARK Investment Management
ARK Investment Management
Florida
$361M +$85.2M 10 13.24% Increased
334
Manning & Napier Group
Manning & Napier Group
New York
$360M -$34M 7 3.55% Reduced
335
Utah Retirement Systems
Utah Retirement Systems
Utah
$357M -$4.74M 17 7.39% Reduced
336
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$352M +$16M 7 3.62% Increased
337
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$351M +$169M 9 6.36% Increased
338
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$350M -$9.56M 13 7.91% Reduced
339
HCM
Hitchwood Capital Management
New York
$350M +$106M 7 10.98% Increased
340
Norinchukin Bank
Norinchukin Bank
Japan
$349M +$41.3M 8 5.2% Increased
341
CA
Cullinan Associates
Kentucky
$346M -$520K 7 26.47% Reduced
342
Regions Financial Corp
Regions Financial Corp
Alabama
$345M +$5.03M 27 3.9% Increased
343
H
Hexavest
Quebec, Canada
$345M +$67.6M 3 4.46% Increased
344
Gotham Asset Management
Gotham Asset Management
New York
$345M +$43.1M 21 4.98% Increased
345
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$343M +$1.4M 21 3.62% Increased
346
Sarasin & Partners
Sarasin & Partners
United Kingdom
$341M -$29.7M 5 6.7% Reduced
347
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$338M +$99.5M 16 5.16% Increased
348
SA
SPO Advisory
California
$338M +$100M 2 7.11% Increased
349
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$336M -$4.06M 2 9.12% Reduced
350
Congress Asset Management
Congress Asset Management
Massachusetts
$336M -$2.77M 7 4.62% Reduced