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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
351
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$299M -$109M 3 0.45% Reduced
352
TGA
Trilogy Global Advisors
Florida
$295M +$6.72M 2 18.67% Increased
353
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$292M +$41.5M 12 6.84% Increased
354
CLC
Charles-Lim Capital
Hong Kong
$291M +$121M 3 53.68% Increased
355
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$288M -$2.07M 1 4.36% Reduced
356
Eagle Asset Management
Eagle Asset Management
Florida
$288M +$30.2M 7 1.58% Increased
357
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$288M -$10.9M 3 12.19% Reduced
358
Boston Trust Walden
Boston Trust Walden
Massachusetts
$287M +$554K 6 4.21% Increased
359
B
BP
United Kingdom
$282M -$25.7M 9 10.01% Reduced
360
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$281M +$7.47M 15 3.35% Increased
361
OAM
Origin Asset Management
United Kingdom
$281M -$15.7M 8 16.11% Reduced
362
H
Hexavest
Quebec, Canada
$280M -$174M 3 3.2% Reduced
363
Commerce Bank
Commerce Bank
Missouri
$279M +$701K 9 3.64% Increased
364
Congress Asset Management
Congress Asset Management
Massachusetts
$279M +$64.8M 7 4.06% Increased
365
LSCM
Light Street Capital Management
California
$278M +$43.8M 6 30.03% Increased
366
London Company of Virginia
London Company of Virginia
Virginia
$276M -$1.6M 4 2% Reduced
367
ACPU
Arrowgrass Capital Partners (US)
Delaware
$275M +$68.2M 6 2.66% Increased
368
PC
Pelham Capital
United Kingdom
$275M -$51.4M 1 73.05% Reduced
369
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$273M +$4.3M 12 5.31% Increased
370
SAM
Shell Asset Management
Netherlands
$273M +$22.6M 21 5.42% Increased
371
FAM
Foxhaven Asset Management
Virginia
$272M +$83.4M 5 18.91% Increased
372
FQ
First Quadrant
California
$272M -$37.1M 14 5.11% Reduced
373
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$272M +$7.69M 17 3.2% Increased
374
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$270M -$3.2M 5 6.83% Reduced
375
SCM
Suvretta Capital Management
New York
$270M -$323M 3 6.38% Reduced