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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
176
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$539M -$296M 5 2.12% Reduced
177
Parnassus Investments
Parnassus Investments
California
$534M +$44.9M 2 5.16% Increased
178
First Trust Advisors
First Trust Advisors
Illinois
$532M +$90.4M 24 2.34% Increased
179
F&C Asset Management
F&C Asset Management
United Kingdom
$530M -$10.8M 8 6.7% Reduced
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$527M -$19.3M 20 4.51% Reduced
181
Alkeon Capital Management
Alkeon Capital Management
New York
$522M -$74.4M 6 8.81% Reduced
182
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$514M -$68.9M 9 4.33% Reduced
183
WP
Wedgewood Partners
Missouri
$514M +$42.9M 1 9.51% Increased
184
Aviva
Aviva
United Kingdom
$513M +$5.06M 9 4.16% Increased
185
LBG
Lloyds Banking Group
United Kingdom
$494M +$997K 9 4.41% Increased
186
Tiger Global Management
Tiger Global Management
New York
$491M -$289M 4 6.67% Reduced
187
HMP
HS Management Partners
New York
$486M +$39.1M 4 21.89% Increased
188
Sculptor Capital
Sculptor Capital
New York
$483M +$56.7M 8 1.59% Increased
189
VVP
Vulcan Value Partners
Alabama
$482M +$62.2M 2 8.52% Increased
190
Korea Investment Corp
Korea Investment Corp
South Korea
$481M -$28.5M 8 4.26% Reduced
191
Aristotle Capital Management
Aristotle Capital Management
California
$480M +$1.61M 4 6.96% Increased
192
John W. Bristol & Co
John W. Bristol & Co
New York
$466M -$8.29M 4 8.16% Reduced
193
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$464M +$54.8M 6 4.03% Increased
194
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$461M -$37M 10 3.49% Reduced
195
PIM
Platinum Investment Management
Australia
$456M +$85.2M 7 8.12% Increased
196
GA
Greenhaven Associates
New York
$455M +$38.8M 1 9.34% Increased
197
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$455M -$5.17M 8 16.28% Reduced
198
AIG
American International Group
New York
$454M +$5.44M 42 2.13% Increased
199
KeyBank National Association
KeyBank National Association
Ohio
$452M -$12.9M 17 3.5% Reduced
200
NMC
NEA Management Company
Maryland
$447M -$47.6M 2 21.95% Reduced