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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
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.19B +$383M 14 51.19% Increased
252
ARK Investment Management
ARK Investment Management
Florida
$1.19B +$278M 14 4.95% Increased
253
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.18B -$64M 42 4.85% Reduced
254
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.18B -$85.2M 18 11.58% Reduced
255
BCM
Bares Capital Management
Texas
$1.17B +$417M 9 27.27% Increased
256
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.17B -$1.05B 4 14.46% Reduced
257
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.16B -$196M 5 16.84% Reduced
258
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.15B -$60M 6 5.47% Reduced
259
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.14B -$9.52M 13 7.26% Reduced
260
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$1.14B -$1.24B 7 70.84% Reduced
261
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.13B -$267M 2 3.89% Reduced
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12B +$125M 18 5.4% Increased
263
Everett Harris & Co
Everett Harris & Co
California
$1.12B -$7.33M 5 15.88% Reduced
264
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.11B +$15.7M 2 8.38% Increased
265
Harding Loevner
Harding Loevner
New Jersey
$1.1B -$211M 8 6.08% Reduced
266
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.1B -$108M 35 7.03% Reduced
267
Första AP-fonden
Första AP-fonden
Sweden
$1.08B -$69M 18 12.24% Reduced
268
CFM
Comprehensive Financial Management
California
$1.07B -$3.62M 6 19.4% Reduced
269
Melvin Capital Management
Melvin Capital Management
New York
$1.07B -$39.1M 4 10.84% Reduced
270
GGHC
Gilder Gagnon Howe & Co
New York
$1.06B -$154M 17 9.8% Reduced
271
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.05B +$59M 90 6.82% Increased
272
Magellan Asset Management
Magellan Asset Management
Australia
$1.04B -$1.5B 5 4.04% Reduced
273
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.04B +$12.7M 17 8.03% Increased
274
Scotia Capital
Scotia Capital
Ontario, Canada
$1.03B +$36.4M 14 6.56% Increased
275
CIBC World Markets
CIBC World Markets
New York
$1.03B -$273M 17 8.02% Reduced