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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
LSV Asset Management
LSV Asset Management
Illinois
$815M +$98.8M 10 1.45% Increased
177
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$806M -$3.3M 11 5.06% Reduced
178
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$793M -$13.5M 8 7.11% Reduced
179
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$790M -$103M 9 5.04% Reduced
180
Hermes Investment Management
Hermes Investment Management
United Kingdom
$765M +$77.5M 5 12.46% Increased
181
1832 Asset Management
1832 Asset Management
Ontario, Canada
$763M +$64.3M 15 3.45% Increased
182
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$752M +$42.9M 10 7.51% Increased
183
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$740M -$12.7M 33 5.11% Reduced
184
CCMH
Cornerstone Capital Management Holdings
New York
$732M +$18.5M 19 5.75% Increased
185
Pzena Investment Management
Pzena Investment Management
New York
$714M -$15M 3 3.91% Reduced
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$712M -$23.2M 18 5.68% Reduced
187
PAR Capital Management
PAR Capital Management
Massachusetts
$711M +$6.68M 9 7.98% Increased
188
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$709M -$63.1M 14 4.57% Reduced
189
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$707M -$63.5M 11 12.28% Reduced
190
Numeric Investors
Numeric Investors
Massachusetts
$707M +$169M 16 6.25% Increased
191
AL
AJO LP
Pennsylvania
$695M -$140M 13 2.97% Reduced
192
Calamos Advisors
Calamos Advisors
Illinois
$693M +$20.1M 11 5.12% Increased
193
USS Investment Management
USS Investment Management
United Kingdom
$690M +$47.6M 4 6.44% Increased
194
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$683M -$33.9M 19 6.05% Reduced
195
Point72 Asset Management
Point72 Asset Management
Connecticut
$681M +$6.55M 16 3.82% Increased
196
Longview Partners
Longview Partners
Guernsey
$678M +$174M 1 3.91% Increased
197
Glenview Capital Management
Glenview Capital Management
New York
$675M +$158M 2 4.38% Increased
198
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$672M -$34.9M 22 5.34% Reduced
199
GGHC
Gilder Gagnon Howe & Co
New York
$670M -$30M 9 9.9% Reduced
200
ProShare Advisors
ProShare Advisors
Maryland
$669M +$84.3M 18 6.66% Increased