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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
651
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$78.5M +$2.99M 11 10.92% Increased
652
IL
Investure LLC
Virginia
$78.4M $0 1 8.55% Maintained
653
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$78.2M -$48.7M 4 1.1% Reduced
654
BOK Financial
BOK Financial
Oklahoma
$78M +$1.11M 9 2.57% Increased
655
Meag Munich Ergo
Meag Munich Ergo
Germany
$77.8M -$57.2M 10 3.62% Reduced
656
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$77.2M +$214K 5 4.82% Increased
657
PPC
Park Presidio Capital
California
$76.2M +$1.74M 2 11.63% Increased
658
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$75.9M -$1.63M 14 3.92% Reduced
659
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$75.5M $0 1 0.7% Maintained
660
NIM
Northeast Investment Management
Massachusetts
$75.2M -$1.88M 5 7.22% Reduced
661
SL
Summitry LLC
California
$74.6M +$224K 3 7.24% Increased
662
NAM
NorthCoast Asset Management
Connecticut
$74.5M -$26.2M 5 7.46% Reduced
663
OI
Oakbrook Investments
Illinois
$74.4M -$28.1M 8 4.86% Reduced
664
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.2M -$2.21M 11 1.66% Reduced
665
SH
SeaTown Holdings
Singapore
$74.1M +$79.7M 2 17.05% New
666
Yacktman Asset Management
Yacktman Asset Management
Texas
$73.9M -$1.9M 1 0.67% Reduced
667
BCMNY
Buckingham Capital Management (New York)
New York
$73.5M +$5.32M 5 9.73% Increased
668
SCM
Suvretta Capital Management
New York
$73.4M -$452M 2 1.9% Reduced
669
BAM
Brilliance Asset Management
Hong Kong
$73.3M +$81.3M 2 47.92% New
670
Dragoneer Investment Group
Dragoneer Investment Group
California
$73.1M -$4.82M 2 17.29% Reduced
671
MSI Financial Services
MSI Financial Services
Massachusetts
$72.9M +$973K 37 2.37% Increased
672
WCM
Windward Capital Management
California
$72.9M -$9.64M 3 13.9% Reduced
673
CM
CS McKee
Pennsylvania
$72.1M -$18.3M 2 5.5% Reduced
674
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$71.8M +$4.96M 10 3.61% Increased
675
Bridgewater Associates
Bridgewater Associates
Connecticut
$71M +$11.3M 6 0.67% Increased