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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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$342M +$169M 16 2.94% Increased
277
Tocqueville Asset Management
Tocqueville Asset Management
New York
$331M -$9.79M 10 4.24% Reduced
278
GTP
Global Thematic Partners
New York
$329M -$26.9M 5 11.05% Reduced
279
Polar Capital
Polar Capital
United Kingdom
$329M +$1.53M 7 5.25% Increased
280
Comgest Global Investors
Comgest Global Investors
France
$327M +$75.3M 4 10.64% Increased
281
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$325M -$29.5M 8 15.29% Reduced
282
Two Sigma Advisers
Two Sigma Advisers
New York
$323M -$480M 37 1.24% Reduced
283
CFM
Coronation Fund Managers
South Africa
$320M -$30.5M 3 11.73% Reduced
284
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$317M -$21.7M 25 4.03% Reduced
285
PGGM Investments
PGGM Investments
Netherlands
$315M -$10.3M 3 1.61% Reduced
286
TCW Group
TCW Group
California
$314M +$22.4M 11 2.36% Increased
287
Arizona State Retirement System
Arizona State Retirement System
Arizona
$311M -$362K 17 4.58% Reduced
288
IVA
International Value Advisers
$310M -$60.3M 3 10.44% Reduced
289
Riverbridge Partners
Riverbridge Partners
Minnesota
$310M -$46.9M 6 6.47% Reduced
290
DnB Asset Management
DnB Asset Management
Norway
$310M +$62.1M 10 5.68% Increased
291
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$307M -$3.75M 18 2.99% Reduced
292
Marsico Capital Management
Marsico Capital Management
Colorado
$306M -$33.1M 5 13.56% Reduced
293
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$298M +$15.7M 11 6.17% Increased
294
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$298M +$5.72M 6 35.51% Increased
295
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$298M +$3.18M 8 5.58% Increased
296
MCM
Manchester Capital Management
Vermont
$297M -$7.49M 9 45.19% Reduced
297
JC
Joho Capital
New York
$296M +$32.9M 3 59.4% Increased
298
CA
Cullinan Associates
Kentucky
$295M +$536K 6 25.12% Increased
299
Institutional Capital
Institutional Capital
Illinois
$294M -$38.9M 1 4.36% Reduced
300
MC
Montag & Caldwell
Georgia
$294M -$16.2M 3 7.11% Reduced