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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
676
AMF Tjänstepension
AMF Tjänstepension
Sweden
$73.6M -$75.5M 4 1.03% Reduced
677
OC
Oakmont Corp
California
$73.4M +$30.3M 3 9.62% Increased
678
TIAA CREF Trust
TIAA CREF Trust
Missouri
$73.2M +$805K 4 0.75% Increased
679
TDAM USA
TDAM USA
Ontario, Canada
$73.1M -$2.49M 7 3.54% Reduced
680
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$73M -$31.5M 1 7.45% Reduced
681
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$73M +$25.2M 20 2.05% Increased
682
Rockefeller Financial Services
Rockefeller Financial Services
New York
$72.8M -$2.63M 9 1.42% Reduced
683
Thomaspartners
Thomaspartners
Massachusetts
$72.8M +$6.21M 1 1.12% Increased
684
SIM
Summitview Investment Management
Cayman Islands
$72.4M +$77.5M 4 48.77% New
685
Blackstone Inc
Blackstone Inc
New York
$72M -$9.32M 1 0.27% Reduced
686
Renaissance Group
Renaissance Group
Kentucky
$71.8M +$27.2M 6 2.81% Increased
687
SC
Shellback Capital
Massachusetts
$71.6M +$25.9M 3 5.76% Increased
688
Oak Ridge Investments
Oak Ridge Investments
Illinois
$71.4M +$433K 2 1.71% Increased
689
MCM
McKinley Capital Management
Alaska
$71.3M -$14.7M 5 3.31% Reduced
690
Fairholme Capital Management
Fairholme Capital Management
Florida
$71.3M +$28.5M 1 2.93% Increased
691
Alta Capital Management
Alta Capital Management
Utah
$70.9M +$2.88M 3 5.72% Increased
692
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$70.1M -$5.23M 3 3.84% Reduced
693
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$69.7M +$5.29M 20 1.39% Increased
694
Driehaus Capital Management
Driehaus Capital Management
Illinois
$69.6M +$1.27M 15 2.35% Increased
695
People's United Financial
People's United Financial
Connecticut
$69.6M -$428K 9 3.68% Reduced
696
Cacti Asset Management
Cacti Asset Management
Georgia
$69.5M $0 3 7.46% Maintained
697
Bartlett & Co
Bartlett & Co
Ohio
$69.4M +$4.17M 9 3.58% Increased
698
BOK Financial
BOK Financial
Oklahoma
$69.2M -$36.1K 8 2.5% Reduced
699
DM
Diker Management
New York
$69.1M -$165K 3 19.28% Reduced
700
Personal Capital Advisors
Personal Capital Advisors
California
$69M +$23.5M 6 3.78% Increased