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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
251
H&H International Investment
H&H International Investment
California
$450M +$548M 3 53.81% New
252
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$448M -$1.82M 2 0.85% Reduced
253
CAM
ClariVest Asset Management
California
$445M -$35.2M 16 9.59% Reduced
254
PCM
Primavera Capital Management
Cayman Islands
$444M $0 1 26.92% Maintained
255
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$440M -$17.4M 7 8.99% Reduced
256
CIBC World Markets
CIBC World Markets
New York
$439M -$175M 10 4.08% Reduced
257
TCW Group
TCW Group
California
$435M -$18.3M 7 4.5% Reduced
258
Guggenheim Capital
Guggenheim Capital
Illinois
$434M -$134M 33 3.68% Reduced
259
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$433M +$41.9M 20 3.88% Increased
260
Generation Investment Management
Generation Investment Management
United Kingdom
$433M -$5.38M 2 3.63% Reduced
261
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$431M +$12.5M 28 3.66% Increased
262
Natixis Advisors
Natixis Advisors
Massachusetts
$430M -$31.5M 17 4.25% Reduced
263
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$428M -$215M 21 8.48% Reduced
264
CI Investments Inc
CI Investments Inc
Ontario, Canada
$422M +$56.6M 7 2.73% Increased
265
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$412M -$69.1M 21 2.8% Reduced
266
Wasatch Advisors
Wasatch Advisors
Utah
$409M +$66.2M 8 5.45% Increased
267
Pzena Investment Management
Pzena Investment Management
New York
$404M -$107M 3 2.36% Reduced
268
Krane Funds Advisors
Krane Funds Advisors
New York
$404M +$77.8M 11 23.24% Increased
269
Nomura Holdings
Nomura Holdings
Japan
$404M -$149M 26 1.5% Reduced
270
LCG
Luxor Capital Group
New York
$403M +$146M 8 14.88% Increased
271
Suntrust Banks
Suntrust Banks
Georgia
$403M +$30.8M 18 2.31% Increased
272
Eagle Asset Management
Eagle Asset Management
Florida
$402M +$21.2M 9 2.53% Increased
273
Marsico Capital Management
Marsico Capital Management
Colorado
$401M -$77.5M 4 16.93% Reduced
274
Melvin Capital Management
Melvin Capital Management
New York
$399M -$188M 3 5.42% Reduced
275
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$394M -$8.48M 2 2.81% Reduced