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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
MSL
Mackay Shields LLC
New York
$1.16B +$39.5M 38 7.89% Increased
252
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.14B +$118M 29 5.8% Increased
253
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.13B -$103M 18 8.95% Reduced
254
BCM
Bares Capital Management
Texas
$1.12B -$90.4M 5 23.67% Reduced
255
Natixis Advisors
Natixis Advisors
Massachusetts
$1.12B -$55.9M 21 7.05% Reduced
256
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.12B +$27.4M 12 12.16% Increased
257
Appaloosa LP
Appaloosa LP
New Jersey
$1.1B -$568M 2 19.42% Reduced
258
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.08B -$55.8M 44 10.16% Reduced
259
Sculptor Capital
Sculptor Capital
New York
$1.08B -$11.1M 11 6.83% Reduced
260
London Company of Virginia
London Company of Virginia
Virginia
$1.08B -$308M 4 7.68% Reduced
261
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.08B +$20M 26 6.14% Increased
262
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.06B +$43M 36 7.18% Increased
263
SC US (TTGP)
SC US (TTGP)
California
$1.06B +$548M 3 10.24% Increased
264
Alphabet Inc
Alphabet Inc
California
$1.06B -$1.14M 3 49.83% Reduced
265
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.06B -$99.6M 10 11.27% Reduced
266
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.06B -$100M 2 8.34% Reduced
267
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.05B -$13.2M 4 23.5% Reduced
268
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.04B -$1.38B 7 5.09% Reduced
269
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$1.04B -$10M 26 14.67% Reduced
270
SRS Investment Management
SRS Investment Management
New York
$1.04B +$33.3M 3 19.21% Increased
271
Krane Funds Advisors
Krane Funds Advisors
New York
$1.03B +$211M 16 47.62% Increased
272
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02B -$30.3M 25 8.32% Reduced
273
SG Americas Securities
SG Americas Securities
New York
$1.02B +$227M 48 6.47% Increased
274
AIM
Allen Investment Management
New York
$1.01B -$29.9M 12 18.82% Reduced
275
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.01B +$796M 21 10.66% Increased