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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
551
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$102M +$6.54M 12 2.17% Increased
552
CBOA
Commonwealth Bank of Australia
Australia
$102M +$6.51M 10 1.24% Increased
553
MC
Martin Currie
United Kingdom
$101M +$21.2M 5 9.59% Increased
554
Rathbones Group
Rathbones Group
United Kingdom
$100M +$789K 5 6.1% Increased
555
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$99.1M -$6.55M 14 3.16% Reduced
556
Andra AP-fonden
Andra AP-fonden
Sweden
$98.7M +$2.21M 12 2.58% Increased
557
Foresters Investment Management
Foresters Investment Management
New York
$97.9M -$106K 6 1.99% Reduced
558
Profund Advisors
Profund Advisors
Maryland
$97.7M -$10.6M 21 5.06% Reduced
559
Washington Trust
Washington Trust
Rhode Island
$97.5M +$2.32M 7 6.5% Increased
560
Williams Jones & Associates
Williams Jones & Associates
New York
$97.4M -$6.17M 7 4.54% Reduced
561
SCM
Stevens Capital Management
Pennsylvania
$97.3M +$8.26M 13 3.85% Increased
562
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$97.2M +$15.4M 7 5.9% Increased
563
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$97.2M +$5.99M 1 7.74% Increased
564
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$97M +$829K 5 10.21% Increased
565
Fiduciary Trust
Fiduciary Trust
Massachusetts
$96.9M +$12.8M 6 3.43% Increased
566
ACM
Alta Capital Management
Utah
$96.8M +$21.4M 3 5.97% Increased
567
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$96.2M +$74.3M 2 1.04% Increased
568
Ruffer LLP
Ruffer LLP
United Kingdom
$96M +$25.7M 3 4.01% Increased
569
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$95.4M +$5.75M 29 2.97% Increased
570
SD
Sumway Development
China
$95.1M +$14.3M 2 48.55% Increased
571
VSI
Verde Servicos Internacionais
Brazil
$94.9M -$24.3M 3 7.01% Reduced
572
SBIA
Sheaff Brock Investment Advisors
Indiana
$94.8M -$1.58M 6 11.64% Reduced
573
AAM
Ardevora Asset Management
United Kingdom
$94.2M +$20M 5 4.6% Increased
574
Dorsal Capital Management
Dorsal Capital Management
California
$94M +$73.8M 4 8.94% Increased
575
Axiom Investors
Axiom Investors
Connecticut
$93.9M -$12M 2 2.92% Reduced