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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
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$615M +$104M 19 7.45% Increased
277
Third Point
Third Point
New York
$614M +$281M 2 9.8% Increased
278
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$612M -$46.9M 21 6.58% Reduced
279
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$610M +$18.6M 22 4.82% Increased
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$606M -$29M 13 9.76% Reduced
281
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$601M -$61.4M 10 12.94% Reduced
282
PGP
Prescott General Partners
Florida
$595M +$107M 4 51.18% Increased
283
TI
TRG Investments
Virginia
$594M $0 2 100% Maintained
284
WP
Warburg Pincus
New York
$585M $0 2 21.86% Maintained
285
DVF
Discovery Value Fund
Singapore
$583M +$139M 4 54.18% Increased
286
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$575M -$61.3M 9 8.22% Reduced
287
MetLife Investment Management
MetLife Investment Management
New Jersey
$570M -$18.4M 35 7.76% Reduced
288
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$565M +$9.48M 24 5.42% Increased
289
Eagle Asset Management
Eagle Asset Management
Florida
$565M +$80.3M 13 3.51% Increased
290
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$563M +$25.6M 38 11.96% Increased
291
VVP
Vulcan Value Partners
Alabama
$562M -$338M 1 5.82% Reduced
292
Epoch Investment Partners
Epoch Investment Partners
New York
$556M +$231M 7 3.37% Increased
293
Harris Associates
Harris Associates
Illinois
$556M -$278M 4 1.54% Reduced
294
Alphabet Inc
Alphabet Inc
California
$552M -$123M 3 36.21% Reduced
295
Commerce Bank
Commerce Bank
Missouri
$547M +$16.6M 14 6.62% Increased
296
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$546M +$171M 5 14.9% Increased
297
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$544M -$1.26M 9 11.19% Reduced
298
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$541M -$179M 13 10.55% Reduced
299
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$537M +$36.2M 23 7.4% Increased
300
PCM
Primavera Capital Management
Cayman Islands
$532M $0 1 32.53% Maintained