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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
AIG
American International Group
New York
$598M -$18.6M 38 2.11% Reduced
227
Alkeon Capital Management
Alkeon Capital Management
New York
$586M +$49.7M 6 4.21% Increased
228
CIBC World Markets
CIBC World Markets
New York
$581M +$69.7M 12 5.57% Increased
229
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$576M +$47.2M 6 5.05% Increased
230
SCM
Suvretta Capital Management
New York
$575M -$19.4M 4 16.23% Reduced
231
Comerica Bank
Comerica Bank
Texas
$575M +$1.74M 31 4.16% Increased
232
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$574M +$91.4M 5 47.36% Increased
233
Moore Capital Management
Moore Capital Management
New York
$565M +$125M 10 10.93% Increased
234
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$561M -$14M 1 3.32% Reduced
235
WP
Warburg Pincus
New York
$560M $0 1 9.14% Maintained
236
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$549M +$18.9M 18 3.95% Increased
237
HighTower Advisors
HighTower Advisors
Illinois
$547M -$5.63M 18 4.67% Reduced
238
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$543M +$95.8M 11 23.59% Increased
239
Causeway Capital Management
Causeway Capital Management
California
$541M +$52.1M 4 6.07% Increased
240
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$536M +$24.1M 18 3.43% Increased
241
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$534M +$1.94M 5 27.75% Increased
242
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$527M +$3.5M 17 7.1% Increased
243
Creative Planning
Creative Planning
Kansas
$523M +$15.5M 18 2.43% Increased
244
Viking Global Investors
Viking Global Investors
Connecticut
$519M -$609M 2 3.36% Reduced
245
Natixis Advisors
Natixis Advisors
Massachusetts
$511M -$35.1M 13 5.4% Reduced
246
Nuveen
Nuveen
North Carolina
$509M -$17.5M 14 3.33% Reduced
247
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$507M +$476M 1 4.53% New
248
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$504M +$1.28M 4 5.52% Increased
249
GQG Partners
GQG Partners
Florida
$497M +$206M 5 17.46% Increased
250
CFM
Coronation Fund Managers
South Africa
$496M -$35.1M 4 14.8% Reduced