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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
SCGE Management
SCGE Management
California
$1.01B -$54.4M 6 28.91% Reduced
227
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1B -$61.9M 12 5.9% Reduced
228
VVP
Vulcan Value Partners
Alabama
$996M -$638M 2 9.74% Reduced
229
Acadian Asset Management
Acadian Asset Management
Massachusetts
$988M +$62.5M 36 5.05% Increased
230
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$986M -$1.22M 53 8.63% Reduced
231
AustralianSuper
AustralianSuper
Australia
$985M +$175M 6 6.08% Increased
232
Lone Pine Capital
Lone Pine Capital
Connecticut
$973M -$1.22B 4 9.17% Reduced
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$962M +$48.2M 27 3.9% Increased
234
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$960M -$49.9M 30 8.22% Reduced
235
Findlay Park Partners
Findlay Park Partners
United Kingdom
$944M +$133M 2 8.81% Increased
236
Amalgamated Bank
Amalgamated Bank
New York
$936M -$35.7M 81 8.73% Reduced
237
Glenmede Trust
Glenmede Trust
Pennsylvania
$931M -$31.1M 17 5.45% Reduced
238
Commerce Bank
Commerce Bank
Missouri
$926M -$31.4M 17 7.55% Reduced
239
CIBC World Markets
CIBC World Markets
New York
$925M +$173M 16 8.69% Increased
240
Veritas Asset Management
Veritas Asset Management
United Kingdom
$899M +$6.12M 4 6.71% Increased
241
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$895M +$108M 96 5.77% Increased
242
Dragoneer Investment Group
Dragoneer Investment Group
California
$879M +$104M 6 22.5% Increased
243
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$873M -$163M 32 7.38% Reduced
244
Winslow Capital Management
Winslow Capital Management
Minnesota
$866M -$726M 5 4.63% Reduced
245
Westfield Capital Management
Westfield Capital Management
Massachusetts
$863M -$27M 8 6.79% Reduced
246
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$861M +$7.67M 13 6.61% Increased
247
GP
Galileo PTC
British Virgin Islands
$860M +$64M 3 29.65% Increased
248
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$853M -$91.2K 5 15.54% Reduced
249
ING Group
ING Group
Netherlands
$849M -$78.9M 12 9.82% Reduced
250
Farallon Capital Management
Farallon Capital Management
California
$838M +$420M 4 4.55% Increased