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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
DnB Asset Management
DnB Asset Management
Norway
$1.13B +$28.8M 22 8.23% Increased
277
Melvin Capital Management
Melvin Capital Management
New York
$1.13B -$519M 5 6.44% Reduced
278
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.11B +$18.3M 45 6.05% Increased
279
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.11B -$60.3M 14 11.97% Reduced
280
DFO
Duquesne Family Office
New York
$1.1B +$376M 7 24.35% Increased
281
London Company of Virginia
London Company of Virginia
Virginia
$1.1B -$28.2M 4 6.31% Reduced
282
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.1B -$65.2M 26 7% Reduced
283
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.09B +$17.4M 23 8.19% Increased
284
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.09B +$43.4M 26 9.73% Increased
285
Natixis Advisors
Natixis Advisors
Massachusetts
$1.07B +$43M 24 5.6% Increased
286
PGGM Investments
PGGM Investments
Netherlands
$1.07B +$27.8M 10 4.63% Increased
287
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.07B -$22.8M 6 17.53% Reduced
288
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.06B +$382M 42 7.72% Increased
289
Comerica Bank
Comerica Bank
Texas
$1.05B -$18.8M 48 6.27% Reduced
290
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.05B +$6.89M 18 5.64% Increased
291
AIM
Allen Investment Management
New York
$1.04B +$23.8M 14 15.96% Increased
292
CFM
Coronation Fund Managers
South Africa
$1.04B +$180M 8 34.24% Increased
293
Commerce Bank
Commerce Bank
Missouri
$1.04B +$9.27M 21 7.89% Increased
294
FAM
Foxhaven Asset Management
Virginia
$1.01B +$234M 5 29.18% Increased
295
Candriam SCA
Candriam SCA
Luxembourg
$1B -$35.4M 24 8.34% Reduced
296
F
Formation8
California
$1B $0 1 83.51% Maintained
297
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$983M +$86.2M 16 7.35% Increased
298
KM
Kora Management
New York
$979M -$85.1M 3 100% Reduced
299
Skye Global Management
Skye Global Management
Florida
$971M +$404M 5 18.76% Increased
300
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$965M -$53.2M 41 9.51% Reduced