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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
126
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$875M +$415M 1 1.25% Increased
127
Primecap Management
Primecap Management
California
$866M -$100M 5 0.98% Reduced
128
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$821M +$148M 9 6.17% Increased
129
USAA
United Services Automobile Association
Texas
$816M -$20.6M 11 3.17% Reduced
130
Yacktman Asset Management
Yacktman Asset Management
Texas
$788M -$48M 3 3.28% Reduced
131
MC
Montag & Caldwell
Georgia
$780M +$12.6M 4 6.82% Increased
132
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$778M -$22.6M 8 6.31% Reduced
133
SAM
Southeastern Asset Management
Tennessee
$775M +$222M 2 4.21% Increased
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$770M -$69.7M 20 4.48% Reduced
135
TCW Group
TCW Group
California
$766M +$1.81M 9 3.18% Increased
136
Wasatch Advisors
Wasatch Advisors
Utah
$765M +$15.8M 13 7.42% Increased
137
Axa
Axa
France
$762M +$28.6M 16 3.31% Increased
138
ING Group
ING Group
Netherlands
$749M -$221M 10 3.96% Reduced
139
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$748M -$43.3M 8 2.25% Reduced
140
Canada Life
Canada Life
Manitoba, Canada
$743M +$22.4M 25 2.61% Increased
141
Edgewood Management
Edgewood Management
Connecticut
$733M +$48.4M 3 7.8% Increased
142
BAMCO Inc
BAMCO Inc
New York
$726M +$36.5M 10 2.96% Increased
143
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$712M +$64.5M 15 4.15% Increased
144
Guggenheim Capital
Guggenheim Capital
Illinois
$710M +$61.1M 29 2.02% Increased
145
PGGM Investments
PGGM Investments
Netherlands
$710M +$102M 4 3.7% Increased
146
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$693M -$9.42M 9 4.02% Reduced
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$690M +$3.71M 7 4.95% Increased
148
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$673M +$142M 4 8.15% Increased
149
1832 Asset Management
1832 Asset Management
Ontario, Canada
$670M +$66M 12 2.3% Increased
150
Bessemer Group
Bessemer Group
New Jersey
$666M +$41.7M 18 4.49% Increased