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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
376
Marsico Capital Management
Marsico Capital Management
Colorado
$591M +$40.4M 8 16.4% Increased
377
FAM
Foxhaven Asset Management
Virginia
$589M +$57.9M 3 18.74% Increased
378
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$589M -$10.4M 8 28.52% Reduced
379
SEP
Soma Equity Partners
California
$583M -$12.8M 3 18.67% Reduced
380
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$581M +$8.39M 2 12.19% Increased
381
EC
Eminence Capital
New York
$579M -$612K 5 5.68% Reduced
382
Clal Insurance
Clal Insurance
Israel
$575M +$206M 8 9.7% Increased
383
Advisors Asset Management
Advisors Asset Management
Colorado
$571M +$3.66M 28 10.56% Increased
384
IVAV
Index Venture Associates V
Jersey
$571M $0 1 99.15% Maintained
385
Davenport & Co
Davenport & Co
Virginia
$568M +$20.4M 13 6.34% Increased
386
Regions Financial Corp
Regions Financial Corp
Alabama
$561M -$9.65M 17 6.11% Reduced
387
AAM
Anglepoint Asset Management
Cayman Islands
$553M +$257M 8 33.05% Increased
388
GP
Galileo PTC
British Virgin Islands
$552M $0 2 62.19% Maintained
389
Banco Santander
Banco Santander
Spain
$546M -$120M 15 7.18% Reduced
390
Harris Associates
Harris Associates
Illinois
$543M -$177M 4 1.32% Reduced
391
Boston Trust Walden
Boston Trust Walden
Massachusetts
$540M -$4.81M 7 6.72% Reduced
392
Balyasny Asset Management
Balyasny Asset Management
Illinois
$540M +$8.18M 34 3.96% Increased
393
PointState Capital
PointState Capital
New York
$534M +$14.5M 6 14% Increased
394
Mutual of America Capital Management
Mutual of America Capital Management
New York
$531M -$22.1M 24 7.1% Reduced
395
Private Advisor Group
Private Advisor Group
New Jersey
$529M -$79.3M 23 6.88% Reduced
396
CAM
ClariVest Asset Management
California
$528M -$206M 20 17.28% Reduced
397
Riverbridge Partners
Riverbridge Partners
Minnesota
$527M -$2.79M 5 7.36% Reduced
398
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$524M +$28.3M 13 15.63% Increased
399
MSA
Mason Street Advisors
Wisconsin
$523M -$11.2M 22 10.18% Reduced
400
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$519M -$42M 25 7.65% Reduced