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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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$991M +$17.9M 10 7% Increased
302
KM
Kora Management
New York
$990M +$85.1K 3 100% Increased
303
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$985M -$500M 2 5.58% Reduced
304
MetLife Investment Management
MetLife Investment Management
New Jersey
$978M -$42M 42 9.25% Reduced
305
C WorldWide Group
C WorldWide Group
Denmark
$968M +$3.39M 5 9.7% Increased
306
AIM
Allen Investment Management
New York
$965M +$45.4M 13 16.39% Increased
307
Epoch Investment Partners
Epoch Investment Partners
New York
$962M -$66.6M 13 4.42% Reduced
308
Point72 Asset Management
Point72 Asset Management
Connecticut
$957M -$673M 30 4.67% Reduced
309
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$949M -$162M 21 9.57% Reduced
310
CFM
Coronation Fund Managers
South Africa
$949M +$88.5M 6 30.18% Increased
311
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$942M -$184M 11 9.97% Reduced
312
Everett Harris & Co
Everett Harris & Co
California
$931M -$5.67M 6 16.47% Reduced
313
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$925M -$18.1M 29 9.71% Reduced
314
Comgest Global Investors
Comgest Global Investors
France
$921M -$798M 8 16.16% Reduced
315
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$920M +$14.9M 8 5.42% Increased
316
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$918M -$81.6M 4 12.4% Reduced
317
AKRE Capital Management
AKRE Capital Management
Virginia
$893M +$6.28M 1 6.03% Increased
318
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$878M -$2.18M 12 11.94% Reduced
319
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$876M +$42.6M 13 6.79% Increased
320
Wasatch Advisors
Wasatch Advisors
Utah
$871M -$30.6M 10 4.28% Reduced
321
Congress Asset Management
Congress Asset Management
Massachusetts
$868M -$40.4M 10 8.18% Reduced
322
Första AP-fonden
Första AP-fonden
Sweden
$864M +$161M 16 13.03% Increased
323
Railway Pension Investments
Railway Pension Investments
United Kingdom
$863M +$84.5M 11 8.31% Increased
324
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$860M -$15.5M 18 5.18% Reduced
325
DCP
Darsana Capital Partners
New York
$858M +$690M 2 24.22% Increased