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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
401
VanEck Associates
VanEck Associates
New York
$231M +$2.04M 6 1.18% Increased
402
SAM
Shell Asset Management
Netherlands
$229M -$31M 20 5.09% Reduced
403
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$228M -$17.8M 2 0.9% Reduced
404
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$227M +$980K 11 5.96% Increased
405
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$226M -$23.2M 2 2.05% Reduced
406
WP
Wedgewood Partners
Missouri
$224M -$41.8M 1 7.64% Reduced
407
UBS O'Connor
UBS O'Connor
Illinois
$224M +$27.5M 12 3.25% Increased
408
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$222M -$3.23M 12 6.07% Reduced
409
EAM
EastBay Asset Management
New York
$220M -$19.3M 4 17.8% Reduced
410
Nicholas Company
Nicholas Company
Wisconsin
$219M -$15.9M 6 4.87% Reduced
411
Lyrical Asset Management
Lyrical Asset Management
New York
$218M +$11.4M 1 2.84% Increased
412
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$218M +$84.3M 9 10.64% Increased
413
QI
QV Investors
Alberta, Canada
$217M +$1.91M 3 4.69% Increased
414
Flossbach Von Storch
Flossbach Von Storch
Germany
$216M +$28M 7 2.25% Increased
415
EC
Eminence Capital
New York
$215M +$75.9M 2 3.47% Increased
416
MCIM
Meadow Creek Investment Management
Georgia
$214M -$16.1M 15 4.99% Reduced
417
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$214M -$16.1M 7 1.1% Reduced
418
Blackhill Capital
Blackhill Capital
New Jersey
$212M +$978K 3 39.79% Increased
419
MAMU
Marathon Asset Management (UK)
United Kingdom
$212M +$15.7M 5 3.48% Increased
420
AVC
Arlington Value Capital
Utah
$211M -$2.25M 2 21.08% Reduced
421
LSCM
Light Street Capital Management
California
$210M +$16.1M 4 17.19% Increased
422
VFA
Virtus Fund Advisers
Connecticut
$210M -$17M 5 2.14% Reduced
423
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$209M -$686K 18 2.39% Reduced
424
Advisor Group
Advisor Group
Arizona
$209M +$13.8M 54 3.29% Increased
425
Scotia Capital
Scotia Capital
Ontario, Canada
$209M +$40.2M 11 2.97% Increased