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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
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$392M +$93M 8 3.96% Increased
277
Soroban Capital Partners
Soroban Capital Partners
New York
$391M +$173M 1 8.19% Increased
278
VP
Vitruvian Partners
United Kingdom
$390M +$478M 1 90.12% New
279
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$390M -$337K 20 5.27% Reduced
280
Norinchukin Bank
Norinchukin Bank
Japan
$388M +$79.5M 9 5.43% Increased
281
Flossbach Von Storch
Flossbach Von Storch
Germany
$388M +$321M 6 3.69% Increased
282
PGGM Investments
PGGM Investments
Netherlands
$387M $0 3 2.25% Maintained
283
Everett Harris & Co
Everett Harris & Co
California
$387M +$1.11M 6 10.98% Increased
284
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$385M +$2.13M 32 5.31% Increased
285
LPU
Lansdowne Partners (UK)
United Kingdom
$385M -$487M 3 5.68% Reduced
286
IVA
International Value Advisers
$384M -$12M 4 11.7% Reduced
287
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$382M +$6.99M 14 3.04% Increased
288
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$382M -$40.9M 13 6.59% Reduced
289
Balyasny Asset Management
Balyasny Asset Management
Illinois
$380M +$122M 20 2.74% Increased
290
Axiom Investors
Axiom Investors
Connecticut
$373M -$49.7M 4 12.99% Reduced
291
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$371M +$15.6M 22 3.58% Increased
292
Jensen Investment Management
Jensen Investment Management
Oregon
$370M +$21.8M 3 5.23% Increased
293
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$369M -$101M 10 2.74% Reduced
294
MICM
Matthews International Capital Management
California
$369M +$39.5M 6 22.61% Increased
295
Candriam SCA
Candriam SCA
Luxembourg
$365M +$35.6M 14 5.61% Increased
296
Arizona State Retirement System
Arizona State Retirement System
Arizona
$360M -$85M 21 4.64% Reduced
297
Jane Street
Jane Street
New York
$360M -$751M 47 0.76% Reduced
298
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$359M +$113M 13 3.03% Increased
299
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$355M +$13.2M 8 3.48% Increased
300
Congress Asset Management
Congress Asset Management
Massachusetts
$354M -$6.06M 9 5.32% Reduced