← All themes

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
First Manhattan
First Manhattan
New York
$852M +$49.5M 23 4.92% Increased
202
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$845M -$17.4M 47 7.57% Reduced
203
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$835M -$82.7M 5 9.24% Reduced
204
Select Equity Group
Select Equity Group
New York
$827M -$124M 3 5.6% Reduced
205
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$825M -$4.32M 8 6.31% Reduced
206
AIG
American International Group
New York
$815M -$12M 50 3.1% Reduced
207
Calamos Advisors
Calamos Advisors
Illinois
$814M -$35.8M 11 5.08% Reduced
208
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$797M +$48.5M 32 5.12% Increased
209
KBC Group
KBC Group
Belgium
$797M +$184M 29 6.56% Increased
210
Carmignac Gestion
Carmignac Gestion
France
$793M -$210M 5 9.24% Reduced
211
Westfield Capital Management
Westfield Capital Management
Massachusetts
$788M -$6.5M 6 6% Reduced
212
KeyBank National Association
KeyBank National Association
Ohio
$787M -$3.49M 16 4.68% Reduced
213
M&T Bank
M&T Bank
New York
$785M -$72.4M 25 4.1% Reduced
214
Polar Capital
Polar Capital
United Kingdom
$781M -$86.1M 7 7.25% Reduced
215
HighTower Advisors
HighTower Advisors
Illinois
$775M +$7.94M 27 5.18% Increased
216
London Company of Virginia
London Company of Virginia
Virginia
$773M +$25.8M 4 6.62% Increased
217
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$772M -$49.3M 18 6.03% Reduced
218
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$769M -$27.5M 10 27.28% Reduced
219
IVAV
Index Venture Associates V
Jersey
$763M $0 1 99% Maintained
220
Envestnet Asset Management
Envestnet Asset Management
Illinois
$761M +$69.6M 35 1.04% Increased
221
MSL
Mackay Shields LLC
New York
$756M -$12.2M 21 5.48% Reduced
222
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$746M -$28.1M 20 5.14% Reduced
223
Canada Life
Canada Life
Manitoba, Canada
$730M -$994M 48 1.94% Reduced
224
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$725M -$15.3M 4 8.56% Reduced
225
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$715M -$23.5M 14 5.74% Reduced