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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
201
Wasatch Advisors
Wasatch Advisors
Utah
$486M -$88.6M 19 6.5% Reduced
202
NEAM
New England Asset Management
Connecticut
$483M -$532K 4 12.19% Reduced
203
Nuveen
Nuveen
North Carolina
$483M +$18.5M 15 2.74% Increased
204
Royce & Associates
Royce & Associates
New York
$481M -$55.5M 15 2.55% Reduced
205
Numeric Investors
Numeric Investors
Massachusetts
$474M +$46.8M 11 5.5% Increased
206
National Pension Service
National Pension Service
South Korea
$473M +$47.3M 7 5.98% Increased
207
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$471M -$34.3M 11 4.81% Reduced
208
CI Investments Inc
CI Investments Inc
Ontario, Canada
$465M -$37.5M 6 6.05% Reduced
209
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$460M +$60.4M 13 2.79% Increased
210
GA
Greenhaven Associates
New York
$457M -$18.2M 1 9.12% Reduced
211
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$454M -$3.36M 14 3.98% Reduced
212
CCMH
Cornerstone Capital Management Holdings
New York
$447M -$1.88M 21 4.16% Reduced
213
KeyBank National Association
KeyBank National Association
Ohio
$447M -$4.14M 13 3.16% Reduced
214
Royal London Asset Management
Royal London Asset Management
United Kingdom
$445M +$464M 7 7.18% New
215
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$445M -$27M 1 2.46% Reduced
216
SCM
Steadfast Capital Management
New York
$445M -$11.3M 2 8.91% Reduced
217
Balyasny Asset Management
Balyasny Asset Management
Illinois
$438M -$47.1M 15 3.23% Reduced
218
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$435M +$144M 10 7.39% Increased
219
Aperio Group
Aperio Group
California
$435M +$19.4M 24 4.43% Increased
220
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$434M +$16.9M 13 2.47% Increased
221
KM
Kylin Management
New York
$434M +$31.6M 2 46.27% Increased
222
Glenmede Trust
Glenmede Trust
Pennsylvania
$431M -$44.4M 28 3.16% Reduced
223
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$430M +$47M 13 5.4% Increased
224
Sarasin & Partners
Sarasin & Partners
United Kingdom
$428M +$16.4M 3 7.7% Increased
225
EC
Eminence Capital
New York
$422M -$60.1M 5 6.49% Reduced