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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
226
WBC
Westpac Banking Corp
Australia
$453M +$205M 15 5.01% Increased
227
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$448M +$4.07M 5 37% Increased
228
Sarasin & Partners
Sarasin & Partners
United Kingdom
$439M -$64.5M 4 7.29% Reduced
229
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$439M -$36.9M 8 17.83% Reduced
230
TCM
Tran Capital Management
California
$432M +$242M 4 11.59% Increased
231
PIM
Platinum Investment Management
Australia
$425M +$82.1M 11 9.36% Increased
232
Institutional Capital
Institutional Capital
Illinois
$424M +$103M 1 3.67% Increased
233
Royce & Associates
Royce & Associates
New York
$423M -$49.8M 15 2.52% Reduced
234
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$420M +$2.27M 5 5.65% Increased
235
TCM
Tybourne Capital Management
Hong Kong
$418M -$388M 2 32.72% Reduced
236
KM
Kylin Management
New York
$409M -$22.9M 3 49.31% Reduced
237
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$408M -$149M 5 2.59% Reduced
238
UBS O'Connor
UBS O'Connor
Illinois
$405M +$1.18M 9 3.58% Increased
239
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$405M +$242M 12 2.08% Increased
240
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$404M -$19.1M 15 4.14% Reduced
241
Winton Group
Winton Group
United Kingdom
$401M +$107M 5 3.56% Increased
242
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$397M +$9.41M 3 2.64% Increased
243
Polar Capital
Polar Capital
United Kingdom
$394M +$12.1M 6 7.13% Increased
244
TimesSquare Capital Management
TimesSquare Capital Management
New York
$391M -$30.1M 4 2.46% Reduced
245
TPSF
Texas Permanent School Fund
Texas
$385M -$8.32M 17 4.74% Reduced
246
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$382M +$33.6M 9 2.43% Increased
247
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$380M +$134M 11 12.55% Increased
248
Glenmede Trust
Glenmede Trust
Pennsylvania
$377M -$46.6M 28 2.58% Reduced
249
Flossbach Von Storch
Flossbach Von Storch
Germany
$372M +$132M 5 6.35% Increased
250
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$366M +$47.2M 36 4.63% Increased