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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
Nomura Asset Management
Nomura Asset Management
Japan
$1.04B -$12.4M 21 10.09% Reduced
177
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.04B +$32.3M 27 4.98% Increased
178
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.03B +$72M 27 4.66% Increased
179
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.03B -$61.2M 11 10.54% Reduced
180
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.03B +$24.9M 13 7.52% Increased
181
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.02B -$2.89M 32 4.23% Reduced
182
Two Sigma Investments
Two Sigma Investments
New York
$1.02B +$422M 39 2.78% Increased
183
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.02B +$4.53M 13 7.33% Increased
184
Polar Capital
Polar Capital
United Kingdom
$1B +$96.1M 6 8.53% Increased
185
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$991M -$73.8K 27 5.86% Reduced
186
JSP
Jackson Square Partners
California
$987M -$300M 7 4.99% Reduced
187
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$978M -$14.6M 8 7.38% Reduced
188
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$969M -$119M 5 8.91% Reduced
189
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$954M +$9.78M 26 4.66% Increased
190
LPL Financial
LPL Financial
California
$949M +$11.3M 31 2.27% Increased
191
Calamos Advisors
Calamos Advisors
Illinois
$931M -$11.4M 10 5.12% Reduced
192
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$914M +$156M 9 25.42% Increased
193
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$913M -$52.7M 42 7.75% Reduced
194
Boston Partners
Boston Partners
Massachusetts
$910M +$9.06M 11 1.06% Increased
195
KeyBank National Association
KeyBank National Association
Ohio
$909M -$7.85M 16 5.06% Reduced
196
London Company of Virginia
London Company of Virginia
Virginia
$908M -$16.2M 4 7.06% Reduced
197
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$904M +$259M 15 4.02% Increased
198
AIG
American International Group
New York
$898M +$8.37M 50 2.98% Increased
199
Man Group
Man Group
United Kingdom
$895M -$262M 36 3.27% Reduced
200
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$891M +$49.1M 17 6.84% Increased