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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
Melvin Capital Management
Melvin Capital Management
New York
$1.25B +$284M 5 6.12% Increased
277
CFM
Comprehensive Financial Management
California
$1.25B -$233M 8 16.07% Reduced
278
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.25B -$107M 24 5.93% Reduced
279
Two Sigma Investments
Two Sigma Investments
New York
$1.22B +$305M 79 2.61% Increased
280
Wasatch Advisors
Wasatch Advisors
Utah
$1.22B +$95M 12 4.98% Increased
281
Första AP-fonden
Första AP-fonden
Sweden
$1.2B +$26.8M 18 12.14% Increased
282
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.2B -$54.3M 11 25.02% Reduced
283
PGP
Prescott General Partners
Florida
$1.2B -$572K 4 40.95% Reduced
284
Findlay Park Partners
Findlay Park Partners
United Kingdom
$1.18B +$262M 2 7.88% Increased
285
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.18B -$40.1M 14 7.13% Reduced
286
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.17B -$101M 9 13.42% Reduced
287
Artemis Investment Management
Artemis Investment Management
United Kingdom
$1.16B +$193M 13 8.45% Increased
288
Everett Harris & Co
Everett Harris & Co
California
$1.14B -$5.73M 6 15.84% Reduced
289
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.06B +$130M 17 7.88% Increased
290
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.06B -$24.5M 49 8.74% Reduced
291
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.06B +$20.6M 35 4.25% Increased
292
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.06B -$774M 5 10.06% Reduced
293
PineBridge Investments
PineBridge Investments
New York
$1.04B +$54.7M 32 10.63% Increased
294
Scotia Capital
Scotia Capital
Ontario, Canada
$1.04B +$28.3M 16 6.81% Increased
295
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.04B -$4.25M 21 4.97% Reduced
296
Nomura Holdings
Nomura Holdings
Japan
$1.02B -$49M 49 2.59% Reduced
297
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.02B +$71.1M 91 7% Increased
298
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.01B -$20.6M 19 4.63% Reduced
299
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1B -$36.5M 37 8.9% Reduced
300
Jensen Investment Management
Jensen Investment Management
Oregon
$992M -$7.07M 4 6.97% Reduced