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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$539M -$64.3M 11 10.89% Reduced
277
CIBC World Markets
CIBC World Markets
New York
$537M -$89.4M 13 5.01% Reduced
278
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$534M +$33.6M 34 6.42% Increased
279
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$531M -$103M 18 1.98% Reduced
280
BCM
Bares Capital Management
Texas
$529M -$19M 3 15.87% Reduced
281
Jane Street
Jane Street
New York
$528M -$301M 46 0.87% Reduced
282
SCGE Management
SCGE Management
California
$522M +$11.9M 5 26.35% Increased
283
WP
Warburg Pincus
New York
$517M $0 2 10.83% Maintained
284
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$513M -$301M 7 9.74% Reduced
285
Generation Investment Management
Generation Investment Management
United Kingdom
$511M -$122M 2 3.51% Reduced
286
Banco Santander
Banco Santander
Spain
$509M +$42.1M 18 4.95% Increased
287
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$502M -$59.3M 22 3.44% Reduced
288
Congress Asset Management
Congress Asset Management
Massachusetts
$496M +$50.2M 10 6.39% Increased
289
Krane Funds Advisors
Krane Funds Advisors
New York
$491M +$35.2M 12 38.38% Increased
290
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$491M -$27.5M 15 3.43% Reduced
291
Wasatch Advisors
Wasatch Advisors
Utah
$488M -$33.2M 6 4.65% Reduced
292
CAM
ClariVest Asset Management
California
$486M -$551K 12 10.92% Reduced
293
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$483M +$13.4M 29 4.24% Increased
294
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$482M +$13M 2 3.85% Increased
295
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$478M -$11.5M 15 5.4% Reduced
296
Candriam SCA
Candriam SCA
Luxembourg
$477M -$14.1M 20 6.32% Reduced
297
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$476M -$9.87M 15 3.32% Reduced
298
Farallon Capital Management
Farallon Capital Management
California
$468M +$288M 2 3.54% Increased
299
Eagle Asset Management
Eagle Asset Management
Florida
$467M -$40.6M 11 2.41% Reduced
300
Comgest Global Investors
Comgest Global Investors
France
$464M +$248M 5 9.46% Increased