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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
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$385M -$207M 1 2.86% Reduced
327
IVA
International Value Advisers
$384M -$9.64M 4 10.52% Reduced
328
Glenview Capital Management
Glenview Capital Management
New York
$382M -$12.5M 1 2.43% Reduced
329
Manning & Napier Group
Manning & Napier Group
New York
$379M +$17.7M 8 3.72% Increased
330
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$379M -$7.27M 15 5.57% Reduced
331
CA
Cullinan Associates
Kentucky
$377M -$3.75M 7 27.28% Reduced
332
FCM
Flinton Capital Management
Pennsylvania
$374M -$15.5M 14 11.55% Reduced
333
SAM
Shell Asset Management
Netherlands
$373M +$23.9M 27 7.35% Increased
334
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$372M -$3.52M 23 6.26% Reduced
335
HL Financial Services
HL Financial Services
Kentucky
$368M +$5.53M 5 5.69% Increased
336
CCI
Columbus Circle Investors
$368M +$68.6M 7 7.34% Increased
337
Riverbridge Partners
Riverbridge Partners
Minnesota
$365M -$34M 5 6.1% Reduced
338
Boston Trust Walden
Boston Trust Walden
Massachusetts
$364M +$1.07M 6 5.01% Increased
339
FAM
Foxhaven Asset Management
Virginia
$363M -$1.24M 6 20.29% Reduced
340
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$363M -$2.81M 4 3.37% Reduced
341
Sarasin & Partners
Sarasin & Partners
United Kingdom
$358M -$24.6M 6 6.75% Reduced
342
Scotia Capital
Scotia Capital
Ontario, Canada
$355M +$29.1M 12 4.5% Increased
343
Alphabet Inc
Alphabet Inc
California
$354M $0 1 33.87% Maintained
344
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$353M -$549K 14 5.01% Reduced
345
NSLI
Nan Shan Life Insurance
Taiwan
$352M +$11.5M 4 6.83% Increased
346
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$349M -$26.5M 1 5.05% Reduced
347
CBT
Capital Bank & Trust
California
$348M -$12.6M 20 4.34% Reduced
348
LSCM
Light Street Capital Management
California
$348M -$86.4M 6 23.76% Reduced
349
CFM
Coronation Fund Managers
South Africa
$345M +$127M 5 14.86% Increased
350
SGAM
Smith Group Asset Management
Texas
$343M +$9.98M 8 9.75% Increased