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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$521M +$25.9M 14 4.9% Increased
202
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$509M +$41.9M 10 8.28% Increased
203
NEAM
New England Asset Management
Connecticut
$508M -$566K 4 15.7% Reduced
204
AL
AJO LP
Pennsylvania
$507M -$17.1M 9 2.19% Reduced
205
AWM
Ashmore Wealth Management
Delaware
$506M -$95.4M 1 13.25% Reduced
206
ProShare Advisors
ProShare Advisors
Maryland
$501M -$66.5M 15 6.9% Reduced
207
IVA
International Value Advisers
$501M -$17.3M 3 14.5% Reduced
208
GGHC
Gilder Gagnon Howe & Co
New York
$498M -$39.4M 11 9.79% Reduced
209
Aperio Group
Aperio Group
California
$495M +$18.2M 28 4.24% Increased
210
GH
GAM Holding
Switzerland
$485M +$5.68M 20 8.07% Increased
211
1832 Asset Management
1832 Asset Management
Ontario, Canada
$485M +$28.2M 10 1.18% Increased
212
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$473M +$12M 15 4% Increased
213
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$468M +$79.4M 6 37.32% Increased
214
Citadel Advisors
Citadel Advisors
Florida
$467M -$387M 41 0.59% Reduced
215
Nuveen
Nuveen
North Carolina
$464M -$16.4M 14 2.43% Reduced
216
KeyBank National Association
KeyBank National Association
Ohio
$459M -$5.29M 12 3.05% Reduced
217
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$454M +$33.3M 1 2.67% Increased
218
Institutional Capital
Institutional Capital
Illinois
$450M +$10M 1 4.79% Increased
219
Balyasny Asset Management
Balyasny Asset Management
Illinois
$447M -$95.9M 19 2.66% Reduced
220
HCM
Holland Capital Management
Illinois
$439M +$79.7M 3 11.63% Increased
221
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$435M +$16.9M 3 2.77% Increased
222
SIG
Senator Investment Group
New York
$435M +$99M 3 5.73% Increased
223
CCMH
Cornerstone Capital Management Holdings
New York
$433M -$26.4M 20 3.61% Reduced
224
M&T Bank
M&T Bank
New York
$430M -$66.5M 18 2.91% Reduced
225
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$423M +$213M 13 4.75% Increased