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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
GCCM
Green Court Capital Management
Hong Kong
$473M -$85.2M 3 63.08% Reduced
277
Arizona State Retirement System
Arizona State Retirement System
Arizona
$468M -$19.7M 20 4.73% Reduced
278
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$467M +$1.98M 10 7.14% Increased
279
Causeway Capital Management
Causeway Capital Management
California
$463M -$39.3M 3 4.96% Reduced
280
Glenview Capital Management
Glenview Capital Management
New York
$463M -$287M 1 2.71% Reduced
281
IVA
International Value Advisers
$461M +$50.6M 4 12.96% Increased
282
TPSF
Texas Permanent School Fund
Texas
$454M -$28.3M 19 6.05% Reduced
283
MICM
Matthews International Capital Management
California
$453M +$1.82M 5 20.49% Increased
284
DFO
Duquesne Family Office
New York
$450M +$168M 4 24.85% Increased
285
Capital Guardian Trust
Capital Guardian Trust
California
$446M -$47.5M 6 6.29% Reduced
286
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$446M -$119M 1 3.63% Reduced
287
TCW Group
TCW Group
California
$443M -$75.1K 8 3.61% Reduced
288
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$436M +$44.1M 58 4.06% Increased
289
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$435M -$34M 31 5.26% Reduced
290
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$429M -$38.2M 17 2.04% Reduced
291
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$426M +$3.37M 14 6.43% Increased
292
Hosking Partners
Hosking Partners
United Kingdom
$423M -$37M 6 9.36% Reduced
293
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$417M +$52.3M 13 3.18% Increased
294
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$417M -$27.3M 17 5.64% Reduced
295
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$414M -$28.3M 18 2.51% Reduced
296
Tocqueville Asset Management
Tocqueville Asset Management
New York
$409M -$49.2M 18 5.21% Reduced
297
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$408M +$291M 5 3.42% Increased
298
AGDR
AdamCapital Gestao de Recursos
Brazil
$407M +$63.7M 1 14.5% Increased
299
Everett Harris & Co
Everett Harris & Co
California
$405M +$15.5M 6 11.21% Increased
300
Thomaspartners
Thomaspartners
Massachusetts
$403M +$250M 2 2.95% Increased