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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.02B -$171M 21 1.74% Reduced
152
Boston Partners
Boston Partners
Massachusetts
$1.01B +$300M 12 1.45% Increased
153
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$975M -$173M 19 2.67% Reduced
154
Macquarie Group
Macquarie Group
Australia
$973M -$87.8M 47 1.88% Reduced
155
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$971M +$590K 8 5.85% Increased
156
D1 Capital Partners
D1 Capital Partners
New York
$930M +$1.02B 4 17.85% New
157
Royal London Asset Management
Royal London Asset Management
United Kingdom
$928M +$189M 18 8.12% Increased
158
Edgewood Management
Edgewood Management
Connecticut
$923M -$728M 2 3.79% Reduced
159
NEAM
New England Asset Management
Connecticut
$909M -$408K 4 19.14% Reduced
160
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$905M +$165M 17 7.22% Increased
161
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$895M +$169M 4 9.85% Increased
162
Longview Partners
Longview Partners
Guernsey
$891M +$429M 1 4.74% Increased
163
Artisan Partners
Artisan Partners
Wisconsin
$875M +$287M 7 1.97% Increased
164
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$874M -$53.3M 27 7.89% Reduced
165
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$868M +$103M 24 4.57% Increased
166
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$862M -$74.1M 15 3.87% Reduced
167
Aviva
Aviva
United Kingdom
$854M -$196M 22 6.37% Reduced
168
Acadian Asset Management
Acadian Asset Management
Massachusetts
$840M -$29.2M 32 4.16% Reduced
169
ACI
AMP Capital Investors
Australia
$839M -$3.21M 27 5.31% Reduced
170
VVP
Vulcan Value Partners
Alabama
$824M +$598M 2 7.6% Increased
171
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$824M -$7.03M 13 7.79% Reduced
172
GGHC
Gilder Gagnon Howe & Co
New York
$822M -$111M 16 11.63% Reduced
173
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$821M +$63M 20 4.36% Increased
174
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$802M +$71.3M 28 5.3% Increased
175
Carmignac Gestion
Carmignac Gestion
France
$783M -$257M 6 11.82% Reduced