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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
301
OCAM
Owl Creek Asset Management
New York
$291M +$152M 2 14.47% Increased
302
CA
Cullinan Associates
Kentucky
$291M +$3.1M 3 33.13% Increased
303
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$290M -$6.05M 8 5.36% Reduced
304
MCM
Manchester Capital Management
Vermont
$288M +$14.7M 10 38.46% Increased
305
KDA
KPCB DGF Associates
California
$287M -$22.8M 2 36.03% Reduced
306
TCM
Tybourne Capital Management
Hong Kong
$287M -$149M 3 27.96% Reduced
307
Farallon Capital Management
Farallon Capital Management
California
$285M +$54M 4 4.57% Increased
308
ARC
Absolute Return Capital
Massachusetts
$283M +$42M 9 3.97% Increased
309
City National Bank
City National Bank
Delaware
$281M -$7.95M 9 2.57% Reduced
310
Scharf Investments
Scharf Investments
California
$279M +$122M 2 9.86% Increased
311
Glenview Capital Management
Glenview Capital Management
New York
$279M $0 1 1.46% Maintained
312
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$278M +$22.9M 7 2.07% Increased
313
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$275M +$15.6M 2 8.66% Increased
314
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$273M -$1.22M 10 3.13% Reduced
315
Numeric Investors
Numeric Investors
Massachusetts
$272M +$6.73M 10 4.03% Increased
316
MG
Meritage Group
California
$272M +$58.4K 1 5.22% Increased
317
BC
Brahman Capital
New York
$271M +$43.6M 1 5.95% Increased
318
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$270M -$7.44M 10 4.48% Reduced
319
Balyasny Asset Management
Balyasny Asset Management
Illinois
$269M +$122M 9 2.09% Increased
320
UBS O'Connor
UBS O'Connor
Illinois
$269M +$114M 10 4.64% Increased
321
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$268M +$1.29M 8 4.47% Increased
322
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$266M -$8.92M 8 5.67% Reduced
323
Flossbach Von Storch
Flossbach Von Storch
Germany
$264M -$112M 4 5.73% Reduced
324
ICP
Indus Capital Partners
New York
$263M +$203M 3 25.81% Increased
325
CLM
ClearBridge LLC (Maryland)
Maryland
$263M -$91.2M 8 4.88% Reduced