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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
Raymond James & Associates
Raymond James & Associates
Florida
$649M +$25M 14 2.65% Increased
177
Vontobel Asset Management
Vontobel Asset Management
New York
$640M -$517M 5 5.46% Reduced
178
Aviva
Aviva
United Kingdom
$628M -$90.5M 9 5.21% Reduced
179
Stifel Financial
Stifel Financial
Missouri
$625M -$25.1M 21 3.51% Reduced
180
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$621M -$38.1M 33 4.47% Reduced
181
AWM
Ashmore Wealth Management
Delaware
$618M $0 1 13.95% Maintained
182
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$612M -$35.6M 9 5.62% Reduced
183
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$608M -$11.2M 24 5.37% Reduced
184
Natixis
Natixis
France
$605M -$87.5M 8 12.65% Reduced
185
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$593M +$3.13M 9 4.88% Increased
186
HH
HSG Holding
Hong Kong
$590M $0 2 56.3% Maintained
187
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$583M -$92.7M 10 5.66% Reduced
188
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$575M +$97.4M 7 3.75% Increased
189
Federated Hermes
Federated Hermes
Pennsylvania
$566M -$1.7M 30 1.83% Reduced
190
HMP
HS Management Partners
New York
$564M +$74.6M 5 22.58% Increased
191
Korea Investment Corp
Korea Investment Corp
South Korea
$562M +$89.8M 9 4.48% Increased
192
M&T Bank
M&T Bank
New York
$561M +$77.9M 19 3.82% Increased
193
GGHC
Gilder Gagnon Howe & Co
New York
$559M -$129M 13 8.86% Reduced
194
WP
Wedgewood Partners
Missouri
$558M +$81.1M 1 8.12% Increased
195
AIG
American International Group
New York
$546M -$24.4M 48 2.38% Reduced
196
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$533M -$5.12M 9 4.06% Reduced
197
ACI
AMP Capital Investors
Australia
$529M -$63.5M 17 3.85% Reduced
198
ProShare Advisors
ProShare Advisors
Maryland
$528M +$67.3M 13 7.42% Increased
199
IVA
International Value Advisers
$515M +$48.8M 3 13.5% Increased
200
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$511M -$27.2M 10 1.75% Reduced