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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
501
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$399M -$164M 4 12.82% Reduced
502
Mirova US
Mirova US
Massachusetts
$399M -$2.4M 1 6.01% Reduced
503
HRT Financial
HRT Financial
New York
$399M +$151M 41 2.91% Increased
504
TC
Tairen Capital
Hong Kong
$395M +$199M 3 27.68% Increased
505
HM Payson & Co
HM Payson & Co
Maine
$395M +$15.2M 18 8.18% Increased
506
Capstone Investment Advisors
Capstone Investment Advisors
New York
$395M +$275M 28 1.19% Increased
507
Clal Insurance
Clal Insurance
Israel
$394M +$34.1M 5 5.16% Increased
508
Oppenheimer & Co
Oppenheimer & Co
New York
$392M +$8.31M 20 7.21% Increased
509
Tocqueville Asset Management
Tocqueville Asset Management
New York
$392M -$6.75M 9 7.1% Reduced
510
Stonegate Investment Group
Stonegate Investment Group
Alabama
$390M -$2.46M 11 12.89% Reduced
511
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$389M +$591K 27 8.02% Increased
512
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$386M +$475K 28 6.46% Increased
513
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$386M +$6.67M 12 12.04% Increased
514
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$386M +$9.47M 5 8.64% Increased
515
Pinnacle Associates
Pinnacle Associates
New York
$386M -$209K 18 6.49% Reduced
516
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$385M -$14.4M 10 9.14% Reduced
517
BCM
Brown Capital Management
Maryland
$385M -$39.4M 9 5.77% Reduced
518
Wasatch Advisors
Wasatch Advisors
Utah
$381M +$20.2M 8 2.1% Increased
519
General Atlantic
General Atlantic
New York
$380M -$176M 4 5.46% Reduced
520
ACM
Argent Capital Management
Missouri
$379M -$5.93M 4 12.37% Reduced
521
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$377M +$356M 23 4.96% New
522
CTEF
Capital Today Evergreen Fund
Cayman Islands
$377M $0 2 100% Maintained
523
RAA
RWC Asset Advisors
Florida
$375M -$49.8M 2 29.69% Reduced
524
GPCM
Greenbrier Partners Capital Management
Texas
$374M -$1.37M 2 37.77% Reduced
525
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$372M +$134M 8 5.05% Increased