← 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
226
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$367M -$98.2M 20 1.91% Reduced
227
Acadian Asset Management
Acadian Asset Management
Massachusetts
$366M -$31.8M 18 1.92% Reduced
228
AL
AJO LP
Pennsylvania
$364M +$61.9M 3 1.59% Increased
229
HCM
Herndon Capital Management
Georgia
$364M -$5.83M 3 4.65% Reduced
230
GTP
Global Thematic Partners
New York
$364M +$243M 3 5.93% Increased
231
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$361M +$5.36M 19 4.26% Increased
232
SEI Trust Company
SEI Trust Company
Pennsylvania
$358M -$60.9M 23 3.56% Reduced
233
Los Angeles Capital Management
Los Angeles Capital Management
California
$356M +$63.9M 11 3.88% Increased
234
Two Sigma Investments
Two Sigma Investments
New York
$355M +$91.1M 24 1.9% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$354M -$7.46M 14 2.26% Reduced
236
Harding Loevner
Harding Loevner
New Jersey
$351M -$244M 2 2.68% Reduced
237
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$351M +$2.43M 4 5.08% Increased
238
NFA
Nationwide Fund Advisors
Ohio
$349M -$458M 33 1.61% Reduced
239
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$348M +$32.4M 11 1.25% Increased
240
TCM
Tybourne Capital Management
Hong Kong
$346M +$117M 4 39.36% Increased
241
Riverbridge Partners
Riverbridge Partners
Minnesota
$344M -$20.6M 6 6.23% Reduced
242
CCMH
Cornerstone Capital Management Holdings
New York
$341M -$12.1M 20 3.97% Reduced
243
Nuveen
Nuveen
North Carolina
$335M +$11.4M 15 2% Increased
244
RS Investment Management
RS Investment Management
California
$333M +$26.7M 7 1.96% Increased
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$332M -$4.39M 12 4.71% Reduced
246
Raymond James & Associates
Raymond James & Associates
Florida
$329M -$10.6M 16 2.26% Reduced
247
Findlay Park Partners
Findlay Park Partners
United Kingdom
$328M -$117M 4 3.72% Reduced
248
Arizona State Retirement System
Arizona State Retirement System
Arizona
$327M -$11.1M 15 4.14% Reduced
249
GH
GAM Holding
Switzerland
$327M +$94.8M 17 5.25% Increased
250
Glenmede Trust
Glenmede Trust
Pennsylvania
$326M -$4.94M 20 3.03% Reduced