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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
HMP
HS Management Partners
New York
$719M -$202M 4 19.02% Reduced
377
MSL
Mackay Shields LLC
New York
$709M -$15.9M 13 5.89% Reduced
378
Daiwa Securities Group
Daiwa Securities Group
Japan
$702M +$35.5M 46 4.13% Increased
379
Clal Insurance
Clal Insurance
Israel
$700M +$222M 10 7.57% Increased
380
Brighton Jones LLC
Brighton Jones LLC
Washington
$698M +$22.7M 18 32.97% Increased
381
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$698M $0 1 14.62% Maintained
382
Comgest Global Investors
Comgest Global Investors
France
$692M +$940K 7 9.2% Increased
383
AIM
Anatole Investment Management
Hong Kong
$690M -$23.2M 5 37.68% Reduced
384
Holocene Advisors
Holocene Advisors
New York
$685M -$108M 26 3.57% Reduced
385
IFM Investors
IFM Investors
Australia
$684M -$5.38M 19 12.55% Reduced
386
Regions Financial Corp
Regions Financial Corp
Alabama
$682M +$2.27M 15 5.32% Increased
387
TPSF
Texas Permanent School Fund
Texas
$681M -$76.6M 23 8.36% Reduced
388
RC
Raine Capital
New York
$679M -$41.4M 1 55.34% Reduced
389
LSV Asset Management
LSV Asset Management
Illinois
$678M -$104M 10 1.2% Reduced
390
LT
Lindsell Train
United Kingdom
$676M +$93.5M 2 9.79% Increased
391
Mercer Global Advisors
Mercer Global Advisors
Colorado
$676M +$34.1M 29 4.17% Increased
392
Mutual of America Capital Management
Mutual of America Capital Management
New York
$673M -$5.82M 23 6.81% Reduced
393
Capital International Inc
Capital International Inc
California
$668M +$76.3M 13 6.21% Increased
394
TCW Group
TCW Group
California
$668M +$10.2M 10 5.49% Increased
395
Swiss Life Asset Management
Swiss Life Asset Management
$665M -$28.5M 9 8.64% Reduced
396
RA
Rovida Advisors
Florida
$664M -$55.1M 9 29.79% Reduced
397
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$663M +$16.4M 8 6.47% Increased
398
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$657M +$4.29M 19 6.02% Increased
399
Rafferty Asset Management
Rafferty Asset Management
New York
$657M +$67M 41 3.46% Increased
400
Sarasin & Partners
Sarasin & Partners
United Kingdom
$652M -$16M 5 5.94% Reduced