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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
Manning & Napier Advisors
Manning & Napier Advisors
New York
$764M -$290M 7 5.92% Reduced
177
NC
Northern Cross
Massachusetts
$754M -$174M 1 10.23% Reduced
178
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$746M -$2.54B 29 0.38% Reduced
179
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$742M +$40.4M 12 4.94% Increased
180
PGP
Prescott General Partners
Florida
$736M $0 5 48.03% Maintained
181
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$729M -$14.8M 30 5.06% Reduced
182
Federated Hermes
Federated Hermes
Pennsylvania
$719M +$4.06M 34 2.05% Increased
183
Capital Guardian Trust
Capital Guardian Trust
California
$711M +$25.1M 17 5.31% Increased
184
LSV Asset Management
LSV Asset Management
Illinois
$707M +$44.7M 10 1.29% Increased
185
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$702M +$26.9M 16 5.57% Increased
186
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$698M +$146M 2 85.49% Increased
187
Two Sigma Investments
Two Sigma Investments
New York
$698M +$476M 31 2.35% Increased
188
Pzena Investment Management
Pzena Investment Management
New York
$694M -$441K 3 3.92% Reduced
189
TI
TRG Investments
Virginia
$688M $0 2 100% Maintained
190
Select Equity Group
Select Equity Group
New York
$682M +$102M 4 5.08% Increased
191
Westfield Capital Management
Westfield Capital Management
Massachusetts
$680M -$9.15M 4 5.84% Reduced
192
CCMH
Cornerstone Capital Management Holdings
New York
$679M -$20M 21 5.24% Reduced
193
Sculptor Capital
Sculptor Capital
New York
$672M +$11.7M 8 3.83% Increased
194
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$671M +$629M 22 2.46% New
195
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$662M +$24.5M 18 6.07% Increased
196
Longview Partners
Longview Partners
Guernsey
$659M -$38.8M 1 4.29% Reduced
197
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$654M -$21.2M 9 6.01% Reduced
198
Calamos Advisors
Calamos Advisors
Illinois
$650M -$112M 7 5.12% Reduced
199
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$649M +$110M 18 5.95% Increased
200
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$648M -$35M 12 12.11% Reduced