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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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$687M -$22.3M 27 6.02% Reduced
277
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$686M +$12.4M 35 7.2% Increased
278
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$685M $0 2 99.59% Maintained
279
Vontobel Holding
Vontobel Holding
Switzerland
$681M +$261M 35 6.87% Increased
280
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$676M -$28.2M 12 3.79% Reduced
281
CFM
Coronation Fund Managers
South Africa
$676M +$245M 16 18.77% Increased
282
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$675M -$102M 12 9.72% Reduced
283
FAM
Foxhaven Asset Management
Virginia
$671M +$106M 6 28.59% Increased
284
GP
Galileo PTC
British Virgin Islands
$659M -$435K 3 23.32% Reduced
285
BCP
BSN Capital Partners
United Kingdom
$650M +$635M 4 45.99% New
286
PIM
Platinum Investment Management
Australia
$649M +$16.7M 7 24.74% Increased
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$641M +$85.1M 33 5.42% Increased
288
VVP
Vulcan Value Partners
Alabama
$634M -$93.3M 2 8.52% Reduced
289
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$634M -$3.16M 9 8.19% Reduced
290
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$633M -$15.5M 5 38.11% Reduced
291
Comerica Bank
Comerica Bank
Texas
$631M -$6.45M 39 4.9% Reduced
292
Fundsmith LLP
Fundsmith LLP
United Kingdom
$630M -$18.9M 2 2.88% Reduced
293
Personal Capital Advisors
Personal Capital Advisors
California
$629M +$5.23M 9 3.05% Increased
294
Wolverine Trading
Wolverine Trading
Illinois
$623M +$276M 39 0.95% Increased
295
IFM Investors
IFM Investors
Australia
$620M +$19.4M 21 10.42% Increased
296
General Atlantic
General Atlantic
New York
$619M $0 5 8.2% Maintained
297
Mercer Global Advisors
Mercer Global Advisors
Colorado
$619M +$50.3M 30 3.1% Increased
298
TA
Trivest Advisors
Hong Kong
$606M +$455M 3 73.48% Increased
299
USS Investment Management
USS Investment Management
United Kingdom
$605M +$11.8M 18 8.47% Increased
300
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$602M +$52.8M 65 5.01% Increased