← All themes

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
476
CIP
CAS Investment Partners
Connecticut
$255M +$14.2M 1 42.01% Increased
477
HighTower Advisors
HighTower Advisors
Illinois
$255M -$645M 26 1.51% Reduced
478
GW&K Investment Management
GW&K Investment Management
Massachusetts
$254M +$68.8K 8 3.39% Increased
479
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$254M +$43M 4 0.88% Increased
480
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$254M -$23.8M 9 4.77% Reduced
481
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$252M -$69.9M 8 5.27% Reduced
482
AIM
AIA Investment Management
Singapore
$252M +$28.8M 12 52.75% Increased
483
Oppenheimer & Co
Oppenheimer & Co
New York
$252M +$2.08M 23 6.24% Increased
484
AVC
Arlington Value Capital
Utah
$251M -$11.7M 2 17.07% Reduced
485
MAMU
Marathon Asset Management (UK)
United Kingdom
$251M -$34.3M 4 3.3% Reduced
486
Fiduciary Trust
Fiduciary Trust
Massachusetts
$251M -$4.7M 8 5.84% Reduced
487
Voloridge Investment Management
Voloridge Investment Management
Florida
$250M -$180M 32 4.87% Reduced
488
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$248M +$5.63M 24 4.37% Increased
489
GIG
Goodnow Investment Group
Connecticut
$248M -$22.8M 4 33.16% Reduced
490
Country Trust Bank
Country Trust Bank
Illinois
$247M +$7.25M 5 9.74% Increased
491
UMB Bank
UMB Bank
Missouri
$247M +$3.35M 7 6.81% Increased
492
General Atlantic
General Atlantic
New York
$246M +$3.36M 2 6.61% Increased
493
Yacktman Asset Management
Yacktman Asset Management
Texas
$246M +$84.1M 1 3.11% Increased
494
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$246M -$25.9M 4 6.08% Reduced
495
PAR Capital Management
PAR Capital Management
Massachusetts
$246M -$64.4M 6 4.78% Reduced
496
John W. Bristol & Co
John W. Bristol & Co
New York
$245M -$17.7M 3 5.9% Reduced
497
RHBC
R.H. Bluestein & Co
Michigan
$244M +$915K 7 12.17% Increased
498
Bridges Investment Management
Bridges Investment Management
Nebraska
$243M +$5.26M 6 9.02% Increased
499
QS Investors
QS Investors
New York
$243M +$7.97M 27 2.43% Increased
500
CHCM
Columbus Hill Capital Management
New Jersey
$242M +$81.3M 5 26.1% Increased