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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
$411M -$1.82M 42 6.97% Reduced
327
TCW Group
TCW Group
California
$411M -$6.65M 7 4.68% Reduced
328
Barings
Barings
North Carolina
$411M -$23.5M 15 9.19% Reduced
329
Everett Harris & Co
Everett Harris & Co
California
$410M -$19.5M 6 10.14% Reduced
330
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$410M -$12M 8 7.76% Reduced
331
Voloridge Investment Management
Voloridge Investment Management
Florida
$409M +$261M 26 7.11% Increased
332
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$407M -$8.11M 25 2.39% Reduced
333
Sarasin & Partners
Sarasin & Partners
United Kingdom
$406M -$56M 6 6.72% Reduced
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$406M -$2.12M 21 7.73% Reduced
335
Manning & Napier Group
Manning & Napier Group
New York
$406M +$70.6M 10 4.54% Increased
336
LT
Lindsell Train
United Kingdom
$398M +$1.75M 1 6.73% Increased
337
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$397M +$17.6M 4 12.8% Increased
338
TPSF
Texas Permanent School Fund
Texas
$391M -$6.48M 21 6.19% Reduced
339
Harvest Fund Management
Harvest Fund Management
China
$391M -$25.3M 16 50.01% Reduced
340
TI
TT International
United Kingdom
$390M +$88.3M 2 34.96% Increased
341
LSCM
Light Street Capital Management
California
$389M -$71M 9 27.91% Reduced
342
Elliott Management
Elliott Management
New York
$386M $0 1 3.21% Maintained
343
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$384M +$8.37M 11 4.81% Increased
344
MCIM
Meadow Creek Investment Management
Georgia
$382M +$23M 22 7.5% Increased
345
AL
AJO LP
Pennsylvania
$377M -$57.1M 15 2.19% Reduced
346
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$376M -$5.67M 6 12.2% Reduced
347
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$376M -$211M 2 0.58% Reduced
348
Scotia Capital
Scotia Capital
Ontario, Canada
$375M -$8.51M 12 4.42% Reduced
349
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$374M -$82.2M 5 3.74% Reduced
350
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$373M -$131M 7 3.46% Reduced