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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
476
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$593M -$2.81M 24 8.4% Reduced
477
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$592M +$39.5M 6 5.51% Increased
478
Castle Hook Partners
Castle Hook Partners
New York
$588M +$571M 5 7.27% New
479
&Partners
&Partners
Tennessee
$586M +$210M 20 7.03% Increased
480
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$585M +$16.8M 12 11.39% Increased
481
Groupe la Francaise
Groupe la Francaise
France
$585M +$570M 10 14.48% New
482
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$584M +$14M 16 13.62% Increased
483
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$584M +$5.39M 8 10.94% Increased
484
Riverbridge Partners
Riverbridge Partners
Minnesota
$584M -$51.2M 6 7.96% Reduced
485
Eastern Bank
Eastern Bank
Massachusetts
$583M -$4.11M 11 10.84% Reduced
486
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$582M +$133K 23 10.7% Increased
487
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$581M -$16.2M 25 10.94% Reduced
488
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$581M -$80M 4 7.21% Reduced
489
DJE Kapital
DJE Kapital
Germany
$580M +$567M 11 13.59% New
490
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$579M +$223M 6 5.05% Increased
491
Banco Santander
Banco Santander
Spain
$578M +$10.5M 17 6.96% Increased
492
Select Equity Group
Select Equity Group
New York
$576M +$67M 5 2.29% Increased
493
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$575M -$22.4M 17 4.85% Reduced
494
TC
TownSquare Capital
Utah
$572M +$8.99M 29 6.46% Increased
495
WA
WFM Asia
British Virgin Islands
$571M -$10.1M 4 62.02% Reduced
496
Erste Asset Management
Erste Asset Management
Austria
$571M +$10M 16 7.01% Increased
497
Railway Pension Investments
Railway Pension Investments
United Kingdom
$569M -$33.8M 9 7.55% Reduced
498
KM
Kora Management
New York
$561M -$29.7M 4 65.21% Reduced
499
AKO Capital
AKO Capital
United Kingdom
$561M +$27.2M 2 7.75% Increased
500
Capital Group Private Client Services
Capital Group Private Client Services
California
$561M +$33.7M 6 5.16% Increased