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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
M&T Bank
M&T Bank
New York
$890M -$79.6M 28 5.26% Reduced
227
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$886M -$101M 5 9.57% Reduced
228
SCGE Management
SCGE Management
California
$884M +$199M 6 27.81% Increased
229
MICM
Matthews International Capital Management
California
$872M -$16.8M 7 56.12% Reduced
230
Westfield Capital Management
Westfield Capital Management
Massachusetts
$863M +$85.6M 6 7.6% Increased
231
Sculptor Capital
Sculptor Capital
New York
$852M -$206M 9 12.03% Reduced
232
GCCM
Green Court Capital Management
Hong Kong
$851M -$91.4M 3 98.57% Reduced
233
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$841M -$555M 25 6.73% Reduced
234
Dragoneer Investment Group
Dragoneer Investment Group
California
$838M +$45.1M 4 37.44% Increased
235
CIBC World Markets
CIBC World Markets
New York
$824M -$85.8M 13 10.52% Reduced
236
C WorldWide Group
C WorldWide Group
Denmark
$814M +$35.8M 6 11.36% Increased
237
GGHC
Gilder Gagnon Howe & Co
New York
$814M -$105M 17 9.76% Reduced
238
TCM
Tybourne Capital Management
Hong Kong
$810M -$307M 4 29.62% Reduced
239
Calamos Advisors
Calamos Advisors
Illinois
$805M -$184M 15 6.32% Reduced
240
Creative Planning
Creative Planning
Kansas
$800M -$23.1M 21 2.84% Reduced
241
Millennium Management
Millennium Management
New York
$796M -$914M 74 1.79% Reduced
242
London Company of Virginia
London Company of Virginia
Virginia
$793M -$65.1M 4 7.58% Reduced
243
Marshall Wace North America
Marshall Wace North America
New York
$785M -$300M 36 5.95% Reduced
244
Holocene Advisors
Holocene Advisors
New York
$776M +$574M 11 8.33% Increased
245
Marshall Wace
Marshall Wace
United Kingdom
$774M -$59.5M 35 7.73% Reduced
246
Boston Partners
Boston Partners
Massachusetts
$772M -$316M 14 1.53% Reduced
247
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$764M +$133M 2 7.28% Increased
248
CI Investments Inc
CI Investments Inc
Ontario, Canada
$754M +$20.5M 16 4.57% Increased
249
SHIM
Spruce House Investment Management
New York
$751M -$79.7M 3 47.42% Reduced
250
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$749M -$49.1M 12 28.21% Reduced