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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
JSP
Jackson Square Partners
California
$682M -$146M 7 4.18% Reduced
202
KeyBank National Association
KeyBank National Association
Ohio
$666M -$4.65M 15 4.36% Reduced
203
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$665M +$159M 1 4.79% Increased
204
Westfield Capital Management
Westfield Capital Management
Massachusetts
$663M -$125M 4 5.65% Reduced
205
USS Investment Management
USS Investment Management
United Kingdom
$658M -$1.61M 4 8.11% Reduced
206
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$651M +$348M 22 1.71% Increased
207
MSL
Mackay Shields LLC
New York
$650M +$559M 20 5.28% Increased
208
HighTower Advisors
HighTower Advisors
Illinois
$649M +$57.1M 21 4.98% Increased
209
LSV Asset Management
LSV Asset Management
Illinois
$634M -$274M 10 1.13% Reduced
210
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$633M -$984K 31 4.61% Reduced
211
WP
Warburg Pincus
New York
$632M $0 2 18.8% Maintained
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$623M -$162M 14 5.59% Reduced
213
London Company of Virginia
London Company of Virginia
Virginia
$622M -$71.8M 4 5.94% Reduced
214
Alkeon Capital Management
Alkeon Capital Management
New York
$622M +$51.9M 6 4.04% Increased
215
1832 Asset Management
1832 Asset Management
Ontario, Canada
$619M -$298M 11 2.45% Reduced
216
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$614M +$35M 4 7.88% Increased
217
Epoch Investment Partners
Epoch Investment Partners
New York
$610M -$40.3M 6 2.83% Reduced
218
Baird Financial Group
Baird Financial Group
Wisconsin
$602M +$87.5M 15 4.09% Increased
219
DSM Capital Partners
DSM Capital Partners
Florida
$597M +$116M 6 10.28% Increased
220
Baupost Group
Baupost Group
Massachusetts
$589M +$618M 1 5.12% New
221
Cresset Asset Management
Cresset Asset Management
Illinois
$579M +$709M 27 34.36% New
222
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$577M -$47.4M 10 25.13% Reduced
223
Envestnet Asset Management
Envestnet Asset Management
Illinois
$576M +$555M 33 0.89% Increased
224
C WorldWide Group
C WorldWide Group
Denmark
$574M -$2.07M 2 8.31% Reduced
225
Creative Planning
Creative Planning
Kansas
$561M +$26.5M 20 2.3% Increased