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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
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.84B +$95.6M 12 7.07% Increased
202
CIBC World Market
CIBC World Market
Ontario, Canada
$1.81B +$36.1M 23 4.29% Increased
203
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.8B +$151M 45 7.74% Increased
204
Axiom Investors
Axiom Investors
Connecticut
$1.78B -$145M 9 15.51% Reduced
205
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.77B -$6.97M 9 8% Reduced
206
Resona Asset Management
Resona Asset Management
Japan
$1.75B +$1.74B 23 10.42% New
207
ING Group
ING Group
Netherlands
$1.71B -$25.7M 14 11.7% Reduced
208
KeyBank National Association
KeyBank National Association
Ohio
$1.71B -$25.1M 17 7.04% Reduced
209
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B +$278M 18 6.14% Increased
210
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.69B +$44.6M 28 4.36% Increased
211
SG Americas Securities
SG Americas Securities
New York
$1.67B +$990M 59 8.02% Increased
212
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.62B -$1.76M 32 4.8% Reduced
213
Rathbones Group
Rathbones Group
United Kingdom
$1.61B +$12.2M 14 9.31% Increased
214
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.6B +$83M 28 5.54% Increased
215
Calamos Advisors
Calamos Advisors
Illinois
$1.59B +$7.06M 11 7.54% Increased
216
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.58B +$92M 5 24.34% Increased
217
M&T Bank
M&T Bank
New York
$1.58B -$42.6M 35 5.5% Reduced
218
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.57B -$8.21M 33 6.23% Reduced
219
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.57B +$250M 10 8.24% Increased
220
DnB Asset Management
DnB Asset Management
Norway
$1.56B -$190M 24 8.15% Reduced
221
Maverick Capital
Maverick Capital
Texas
$1.56B -$398M 19 29.36% Reduced
222
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.54B -$22.9M 19 8.26% Reduced
223
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.52B -$415M 38 3.69% Reduced
224
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.52B -$427M 17 4.9% Reduced
225
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.49B -$342M 33 5.44% Reduced