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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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$904M -$14.9M 11 6.83% Reduced
277
Squarepoint
Squarepoint
New York
$885M +$190M 61 2.19% Increased
278
TPSF
Texas Permanent School Fund
Texas
$880M -$12.9M 20 8.58% Reduced
279
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$879M +$88.1M 25 8.35% Increased
280
Empower Advisory Group
Empower Advisory Group
Colorado
$868M -$15.7M 8 3.84% Reduced
281
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$864M +$77.9M 4 12.61% Increased
282
INTECH Investment Management
INTECH Investment Management
Florida
$863M -$253M 20 12.74% Reduced
283
PineBridge Investments
PineBridge Investments
New York
$856M -$23.8M 18 9.49% Reduced
284
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$851M +$8.76M 7 41.34% Increased
285
Natixis
Natixis
France
$841M +$480M 26 6.44% Increased
286
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$840M +$173M 4 15.95% Increased
287
Carmignac Gestion
Carmignac Gestion
France
$838M -$51.7M 11 15.38% Reduced
288
SHIM
Spruce House Investment Management
New York
$830M +$12.2M 4 73.77% Increased
289
WPL
WINDACRE PARTNERSHIP LLC
Texas
$825M +$233M 1 15.01% Increased
290
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$824M -$16.1M 34 8.35% Reduced
291
Balyasny Asset Management
Balyasny Asset Management
Illinois
$813M -$495M 44 1.66% Reduced
292
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$809M -$25.4M 15 9.55% Reduced
293
Vontobel Holding
Vontobel Holding
Switzerland
$803M +$9.79M 34 7.42% Increased
294
Gates Foundation Trust
Gates Foundation Trust
Washington
$799M +$19.6M 7 2.05% Increased
295
AGF Management
AGF Management
Ontario, Canada
$799M +$556M 14 5.67% Increased
296
Sarasin & Partners
Sarasin & Partners
United Kingdom
$790M +$146M 3 9.87% Increased
297
Pacer Advisors
Pacer Advisors
Pennsylvania
$788M +$15.2M 31 3.02% Increased
298
Third Point
Third Point
New York
$788M -$103M 2 11.95% Reduced
299
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$785M -$143M 12 9.55% Reduced
300
AE Wealth Management
AE Wealth Management
Kansas
$780M +$56.5M 22 4.66% Increased