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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
First Trust Advisors
First Trust Advisors
Illinois
$778M +$145M 28 2.28% Increased
177
Aviva
Aviva
United Kingdom
$768M +$91.3M 9 5.26% Increased
178
Westfield Capital Management
Westfield Capital Management
Massachusetts
$752M +$11.1M 4 4.33% Increased
179
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$746M -$94.7M 15 4.13% Reduced
180
GGHC
Gilder Gagnon Howe & Co
New York
$725M +$18.1M 15 10.08% Increased
181
CI Investments Inc
CI Investments Inc
Ontario, Canada
$713M -$130M 4 7.51% Reduced
182
KM
Kylin Management
New York
$703M +$52.2M 3 63.09% Increased
183
AWM
Ashmore Wealth Management
Delaware
$697M $0 1 15.31% Maintained
184
PGGM Investments
PGGM Investments
Netherlands
$693M -$189M 4 3.29% Reduced
185
LPU
Lansdowne Partners (UK)
United Kingdom
$693M -$353M 4 6.23% Reduced
186
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$692M -$12.8M 27 5.09% Reduced
187
M&T Bank
M&T Bank
New York
$670M -$147M 22 4.18% Reduced
188
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$662M -$7.1M 21 5.45% Reduced
189
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$645M -$17.9M 11 5.41% Reduced
190
Royce & Associates
Royce & Associates
New York
$638M -$40.1M 14 2.42% Reduced
191
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$635M -$287M 6 3.53% Reduced
192
Pzena Investment Management
Pzena Investment Management
New York
$625M -$1.86M 3 3.47% Reduced
193
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$621M +$5.14M 9 2.67% Increased
194
ACI
AMP Capital Investors
Australia
$618M +$25M 16 3.75% Increased
195
Stifel Financial
Stifel Financial
Missouri
$616M +$15.2M 23 3.37% Increased
196
Viking Global Investors
Viking Global Investors
Connecticut
$615M +$149M 2 2.38% Increased
197
Wasatch Advisors
Wasatch Advisors
Utah
$613M -$71.9M 16 6.36% Reduced
198
NEAM
New England Asset Management
Connecticut
$611M +$2.22M 4 14.97% Increased
199
ProShare Advisors
ProShare Advisors
Maryland
$610M -$6.95M 13 7.19% Reduced
200
Raymond James & Associates
Raymond James & Associates
Florida
$607M +$29.6M 15 2.66% Increased