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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
276
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$373M +$25.2M 7 33.08% Increased
277
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$368M -$4.08M 22 3.05% Reduced
278
GTP
Global Thematic Partners
New York
$366M -$70.8M 4 10.89% Reduced
279
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$363M +$59.4M 2 74.63% Increased
280
CFM
Coronation Fund Managers
South Africa
$362M +$10.7M 4 13.3% Increased
281
BRC
Blue Ridge Capital
New York
$360M +$49.7M 2 4.27% Increased
282
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$357M +$44.8M 1 13.64% Increased
283
Tocqueville Asset Management
Tocqueville Asset Management
New York
$355M -$3.41M 10 4.26% Reduced
284
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$352M +$67.1M 6 22.73% Increased
285
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$352M +$18.3M 23 4.43% Increased
286
Creative Planning
Creative Planning
Kansas
$351M +$24.9M 47 2.23% Increased
287
Natixis Advisors
Natixis Advisors
Massachusetts
$344M +$17.5M 12 4.45% Increased
288
TimesSquare Capital Management
TimesSquare Capital Management
New York
$341M -$54.8M 4 2.2% Reduced
289
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$341M +$147M 15 7.43% Increased
290
Polar Capital
Polar Capital
United Kingdom
$341M -$26.9M 6 5.88% Reduced
291
Polen Capital Management
Polen Capital Management
Florida
$338M +$8.76M 2 4.03% Increased
292
PIM
Platinum Investment Management
Australia
$337M -$56M 6 7.86% Reduced
293
IAM
Iridian Asset Management
Connecticut
$336M -$43M 1 2.94% Reduced
294
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$334M $0 2 36.35% Maintained
295
Baird Financial Group
Baird Financial Group
Wisconsin
$332M -$8.93M 10 2.98% Reduced
296
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$331M +$13.3M 16 2.95% Increased
297
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$330M -$28.6M 3 13.23% Reduced
298
Institutional Capital
Institutional Capital
Illinois
$326M -$94.5M 1 4.49% Reduced
299
Melvin Capital Management
Melvin Capital Management
New York
$326M -$21.9M 5 8.59% Reduced
300
UBS O'Connor
UBS O'Connor
Illinois
$325M +$72.6M 13 4.83% Increased