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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
Candriam SCA
Candriam SCA
Luxembourg
$979M +$410M 21 6.9% Increased
227
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$978M +$11.4M 27 4.29% Increased
228
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$977M +$72.7M 27 5.69% Increased
229
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$975M -$67.3M 17 12.18% Reduced
230
CIBC World Market
CIBC World Market
Ontario, Canada
$973M +$205M 18 3.74% Increased
231
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$970M -$4.2M 9 6.73% Reduced
232
SCGE Management
SCGE Management
California
$968M +$49.8M 6 32.66% Increased
233
Commerce Bank
Commerce Bank
Missouri
$962M +$7.4M 16 8.36% Increased
234
Glenmede Trust
Glenmede Trust
Pennsylvania
$954M +$22.4M 16 6.01% Increased
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$936M +$49.1M 33 7.89% Increased
236
Findlay Park Partners
Findlay Park Partners
United Kingdom
$933M -$109M 2 9.24% Reduced
237
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$920M +$41.2M 5 17.36% Increased
238
Magellan Asset Management
Magellan Asset Management
Australia
$917M +$324M 4 6.41% Increased
239
Ninety One (UK)
Ninety One (UK)
United Kingdom
$903M -$139M 8 2.98% Reduced
240
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$881M -$181M 19 5.08% Reduced
241
Westfield Capital Management
Westfield Capital Management
Massachusetts
$881M -$8.49M 8 7% Reduced
242
Första AP-fonden
Första AP-fonden
Sweden
$871M +$44.7M 18 10.66% Increased
243
GQG Partners
GQG Partners
Florida
$865M -$2.72B 5 2.5% Reduced
244
Dragoneer Investment Group
Dragoneer Investment Group
California
$859M -$9.17M 6 22.6% Reduced
245
Point72 Asset Management
Point72 Asset Management
Connecticut
$853M +$238M 30 3.41% Increased
246
Fundsmith LLP
Fundsmith LLP
United Kingdom
$850M +$72.3M 3 4.03% Increased
247
VVP
Vulcan Value Partners
Alabama
$849M -$254M 2 9.94% Reduced
248
Everett Harris & Co
Everett Harris & Co
California
$844M -$9.36M 5 15.53% Reduced
249
Carmignac Gestion
Carmignac Gestion
France
$833M +$137M 13 17.89% Increased
250
Balyasny Asset Management
Balyasny Asset Management
Illinois
$830M +$35.2M 47 2.55% Increased