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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
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$672M +$70.4M 8 6.59% Increased
377
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$671M -$28.5M 24 7.06% Reduced
378
TPSF
Texas Permanent School Fund
Texas
$666M -$38.8M 22 8.19% Reduced
379
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$665M +$24.9M 30 9.63% Increased
380
Personal Capital Advisors
Personal Capital Advisors
California
$664M +$22.9M 11 3.33% Increased
381
HCS
Himension Capital (Singapore)
Singapore
$661M +$148M 3 51.51% Increased
382
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$658M +$28.4M 22 10.34% Increased
383
Brighton Jones LLC
Brighton Jones LLC
Washington
$653M +$14.9M 19 33.7% Increased
384
Voloridge Investment Management
Voloridge Investment Management
Florida
$653M -$682M 48 4.21% Reduced
385
CIBC World Markets
CIBC World Markets
New York
$650M -$66.2M 15 4.42% Reduced
386
TCW Group
TCW Group
California
$646M -$32.6M 10 1.66% Reduced
387
LT
Lindsell Train
United Kingdom
$637M -$14.3M 1 8.79% Reduced
388
MSL
Mackay Shields LLC
New York
$636M -$14.1M 13 5.99% Reduced
389
Lyrical Asset Management
Lyrical Asset Management
New York
$633M +$141M 3 8.12% Increased
390
Sarasin & Partners
Sarasin & Partners
United Kingdom
$631M +$34.3M 5 6.37% Increased
391
Daiwa Securities Group
Daiwa Securities Group
Japan
$628M +$44.3M 44 4.1% Increased
392
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$628M -$30.6M 22 4.82% Reduced
393
Capital International Inc
Capital International Inc
California
$626M -$56M 9 6.04% Reduced
394
SP
Summit Partners
Massachusetts
$622M +$692M 1 21.45% New
395
Stockbridge Partners
Stockbridge Partners
Massachusetts
$619M +$246M 3 12.76% Increased
396
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$611M +$304M 4 5.49% Increased
397
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$610M +$48.6M 20 6.91% Increased
398
IFM Investors
IFM Investors
Australia
$610M +$16.2M 19 12.61% Increased
399
Atreides Management
Atreides Management
Massachusetts
$605M +$213M 5 14.28% Increased
400
SCA
Southpoint Capital Advisors
New York
$604M -$132M 4 12.9% Reduced