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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
EC
Eminence Capital
New York
$1.31B -$14.1M 6 18.44% Reduced
277
Everett Harris & Co
Everett Harris & Co
California
$1.29B -$8.89M 5 16.01% Reduced
278
SHIM
Spruce House Investment Management
New York
$1.28B $0 5 62.6% Maintained
279
Blackhill Capital
Blackhill Capital
New Jersey
$1.27B $0 3 73.35% Maintained
280
Prudential plc
Prudential plc
United Kingdom
$1.27B +$66.7M 25 6.37% Increased
281
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$1.27B -$277M 5 33.51% Reduced
282
DSM Capital Partners
DSM Capital Partners
Florida
$1.26B -$69.6M 5 19.18% Reduced
283
IFM Investors
IFM Investors
Australia
$1.25B -$2.07M 19 11.99% Reduced
284
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$1.25B -$41.1M 15 9.11% Reduced
285
Squarepoint
Squarepoint
New York
$1.24B -$210M 65 1.93% Reduced
286
Czech National Bank
Czech National Bank
Czech Republic
$1.23B +$116M 11 12.44% Increased
287
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.23B -$530M 53 2.01% Reduced
288
AIM
Allen Investment Management
New York
$1.22B +$4.34M 13 14.54% Increased
289
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.22B +$32.1M 26 12.14% Increased
290
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.21B +$101M 22 11.16% Increased
291
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.21B +$38.9M 11 9.16% Increased
292
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.21B -$347M 22 6.83% Reduced
293
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.2B -$147M 5 12.78% Reduced
294
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.2B -$6.26M 10 7.29% Reduced
295
PineBridge Investments
PineBridge Investments
New York
$1.2B -$64.8M 21 8.99% Reduced
296
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.2B +$10.8M 6 41.19% Increased
297
D1 Capital Partners
D1 Capital Partners
New York
$1.2B -$248M 3 23.11% Reduced
298
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.19B -$352M 14 6.09% Reduced
299
Empower Advisory Group
Empower Advisory Group
Colorado
$1.18B +$26.3M 12 3.98% Increased
300
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.18B -$8.74M 17 12.99% Reduced