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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$756M +$123M 22 11.18% Increased
202
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$756M -$195M 5 25.67% Reduced
203
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$751M +$23.5M 13 5.4% Increased
204
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$750M +$32.7M 21 4.07% Increased
205
Glenmede Trust
Glenmede Trust
Pennsylvania
$746M $0 31 3.11% Maintained
206
Appaloosa LP
Appaloosa LP
New Jersey
$744M -$827M 1 7.66% Reduced
207
Calamos Advisors
Calamos Advisors
Illinois
$737M -$86.3M 10 4.8% Reduced
208
Man Group
Man Group
United Kingdom
$731M +$756M 37 3.35% New
209
LPL Financial
LPL Financial
California
$721M +$93.7M 28 1.98% Increased
210
AIG
American International Group
New York
$717M -$24.8M 43 2.5% Reduced
211
Alkeon Capital Management
Alkeon Capital Management
New York
$717M +$14.8M 7 3.74% Increased
212
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$713M -$6.19M 14 27.38% Reduced
213
SG Americas Securities
SG Americas Securities
New York
$710M +$589M 40 5.68% Increased
214
SEI Investments
SEI Investments
Pennsylvania
$706M -$646M 44 2.71% Reduced
215
Marshall Wace North America
Marshall Wace North America
New York
$701M +$252M 21 3.51% Increased
216
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$700M -$46.7M 1 28.2% Reduced
217
Pzena Investment Management
Pzena Investment Management
New York
$695M -$123M 3 3.54% Reduced
218
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$694M +$56M 22 4.69% Increased
219
KeyBank National Association
KeyBank National Association
Ohio
$693M -$14.6M 15 4.09% Reduced
220
M&T Bank
M&T Bank
New York
$687M -$91.9M 23 3.69% Reduced
221
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$675M -$141M 12 4.25% Reduced
222
KBC Group
KBC Group
Belgium
$671M -$149M 24 6.21% Reduced
223
Silver Lake Group
Silver Lake Group
California
$658M $0 1 18.12% Maintained
224
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$651M +$12.7M 25 1.49% Increased
225
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$644M +$53.4M 23 3.7% Increased