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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.65B +$198M 38 10.84% Increased
227
DVF
Discovery Value Fund
Singapore
$1.64B +$24.2M 4 53.56% Increased
228
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.64B -$29.6M 12 8.79% Reduced
229
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.64B +$231M 2 8.46% Increased
230
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.61B -$15.1M 43 7.5% Reduced
231
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.59B -$184M 1 4.9% Reduced
232
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.59B -$194M 21 6.44% Reduced
233
Carmignac Gestion
Carmignac Gestion
France
$1.58B +$40.9M 12 18.14% Increased
234
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.57B +$67.9M 14 9.71% Increased
235
VS
VK Services
California
$1.56B -$3.23M 1 36.17% Reduced
236
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.55B +$391M 6 8.9% Increased
237
M&T Bank
M&T Bank
New York
$1.53B -$168M 36 6.6% Reduced
238
Creative Planning
Creative Planning
Kansas
$1.52B +$28M 46 3.06% Increased
239
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.51B +$604M 5 7.93% Increased
240
BCM
Bares Capital Management
Texas
$1.5B +$371M 6 28.05% Increased
241
KeyBank National Association
KeyBank National Association
Ohio
$1.5B -$31.8M 23 6.97% Reduced
242
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.49B +$554M 31 6.96% Increased
243
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.48B +$346M 8 5.2% Increased
244
CFM
Comprehensive Financial Management
California
$1.48B +$951K 5 14.64% Increased
245
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.46B -$58.2M 29 8.15% Reduced
246
AIG
American International Group
New York
$1.45B -$41.5M 65 5.09% Reduced
247
Vontobel Asset Management
Vontobel Asset Management
New York
$1.42B -$422M 6 8.64% Reduced
248
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.38B +$1.56B 14 58.53% New
249
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1.36B +$253M 46 1.18% Increased
250
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.36B -$31.9M 8 8.45% Reduced