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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
GIM
Genesis Investment Management
United Kingdom
$1.25B +$146M 2 37.92% Increased
227
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.24B +$50.8M 31 8.75% Increased
228
AIG
American International Group
New York
$1.23B -$45.5M 62 5.91% Reduced
229
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.22B -$1.1M 6 8.37% Reduced
230
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.21B -$2.15M 5 8.85% Reduced
231
Durable Capital Partners
Durable Capital Partners
Maryland
$1.2B +$591M 6 15.01% Increased
232
Longview Partners
Longview Partners
Guernsey
$1.2B -$77M 1 5.69% Reduced
233
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.18B -$23.9M 12 28.11% Reduced
234
Two Sigma Investments
Two Sigma Investments
New York
$1.16B +$339M 53 5.77% Increased
235
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.16B +$24.2M 2 8.09% Increased
236
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.15B -$113M 26 7.52% Reduced
237
Creative Planning
Creative Planning
Kansas
$1.15B +$20.5M 23 3.34% Increased
238
M&T Bank
M&T Bank
New York
$1.14B -$115M 33 6.14% Reduced
239
Marshall Wace North America
Marshall Wace North America
New York
$1.14B +$36M 32 7.5% Increased
240
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.12B +$58.1M 16 5.98% Increased
241
C WorldWide Group
C WorldWide Group
Denmark
$1.1B -$13.9M 6 12.86% Reduced
242
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.09B -$139M 14 12.91% Reduced
243
SCM
Steadfast Capital Management
New York
$1.09B +$299M 7 12.48% Increased
244
London Company of Virginia
London Company of Virginia
Virginia
$1.07B +$5.04M 4 8.34% Increased
245
TCM
Tybourne Capital Management
Hong Kong
$1.05B -$287M 5 31.91% Reduced
246
Natixis
Natixis
France
$1.04B -$508M 14 8.1% Reduced
247
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.03B +$64.6M 31 11.79% Increased
248
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.03B +$29.5M 37 9.47% Increased
249
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.02B +$236M 26 10.11% Increased
250
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.01B +$26.9M 15 8.88% Increased