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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
Everett Harris & Co
Everett Harris & Co
California
$837M -$18.7M 5 14.48% Reduced
252
Jensen Investment Management
Jensen Investment Management
Oregon
$817M +$27.8M 4 6.76% Increased
253
Första AP-fonden
Första AP-fonden
Sweden
$814M +$24.4M 19 10.59% Increased
254
Balyasny Asset Management
Balyasny Asset Management
Illinois
$809M +$352M 55 2.63% Increased
255
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$800M +$95.6M 13 4.39% Increased
256
CIBC World Market
CIBC World Market
Ontario, Canada
$798M -$240M 20 2.8% Reduced
257
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$797M +$63.5M 7 74.73% Increased
258
PineBridge Investments
PineBridge Investments
New York
$796M +$22M 22 10.02% Increased
259
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$784M +$70.2M 59 1.35% Increased
260
Voloridge Investment Management
Voloridge Investment Management
Florida
$777M +$232M 42 4.02% Increased
261
Scotia Capital
Scotia Capital
Ontario, Canada
$765M -$18.5M 12 5.69% Reduced
262
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$757M -$83.8M 12 9.34% Reduced
263
Carmignac Gestion
Carmignac Gestion
France
$745M -$269M 11 15.77% Reduced
264
Fundsmith LLP
Fundsmith LLP
United Kingdom
$735M +$133K 2 3.24% Increased
265
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$716M +$12.8M 16 7.08% Increased
266
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$714M -$172M 17 8.99% Reduced
267
CFM
Comprehensive Financial Management
California
$711M -$78.6M 7 19.95% Reduced
268
ARK Investment Management
ARK Investment Management
Florida
$705M -$502M 14 4.17% Reduced
269
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$701M -$8.3M 5 39.38% Reduced
270
Comerica Bank
Comerica Bank
Texas
$696M -$950K 40 5.72% Reduced
271
VanEck Associates
VanEck Associates
New York
$693M +$86.2M 29 1.84% Increased
272
TMC
Toyota Motor Corp
Japan
$690M $0 2 59.09% Maintained
273
BCM
Bares Capital Management
Texas
$673M +$113M 9 24.62% Increased
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$673M -$570M 41 2.98% Reduced
275
PIM
Platinum Investment Management
Australia
$658M +$73.8M 8 24.9% Increased