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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
151
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$802M -$22.5M 12 4.75% Reduced
152
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$802M -$183M 15 6.72% Reduced
153
Raymond James & Associates
Raymond James & Associates
Florida
$800M +$52.3M 29 2.71% Increased
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$794M -$51.2M 27 5.21% Reduced
155
Janus Henderson Group
Janus Henderson Group
$792M -$79M 17 6.43% Reduced
156
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$775M +$31.4M 10 4.44% Increased
157
First Trust Advisors
First Trust Advisors
Illinois
$774M -$260M 29 2.49% Reduced
158
Acadian Asset Management
Acadian Asset Management
Massachusetts
$767M +$76M 25 3.87% Increased
159
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$766M -$12.1M 17 4.41% Reduced
160
BAMCO Inc
BAMCO Inc
New York
$747M +$3.71M 6 3.95% Increased
161
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$744M -$29.3M 8 6.45% Reduced
162
Westfield Capital Management
Westfield Capital Management
Massachusetts
$737M +$66.1M 8 5.61% Increased
163
Prudential plc
Prudential plc
United Kingdom
$735M -$18M 9 2.98% Reduced
164
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$735M -$122M 11 5.83% Reduced
165
Epoch Investment Partners
Epoch Investment Partners
New York
$733M +$95.3M 5 2.77% Increased
166
Guggenheim Capital
Guggenheim Capital
Illinois
$731M -$72.9M 36 2.3% Reduced
167
Bessemer Group
Bessemer Group
New Jersey
$728M -$131M 20 4.11% Reduced
168
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$718M +$52M 24 5.91% Increased
169
William Blair & Company
William Blair & Company
Illinois
$717M +$19.7M 19 6.75% Increased
170
Longview Partners
Longview Partners
Guernsey
$710M +$108M 1 4.72% Increased
171
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$686M -$144M 16 2.16% Reduced
172
Aviva
Aviva
United Kingdom
$673M -$829K 14 5% Reduced
173
HMP
HS Management Partners
New York
$659M -$13.4M 5 26.25% Reduced
174
Stifel Financial
Stifel Financial
Missouri
$641M -$4.29M 19 3.42% Reduced
175
Korea Investment Corp
Korea Investment Corp
South Korea
$637M -$16M 12 4.66% Reduced