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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$958M -$119M 6 5.49% Reduced
302
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$953M -$374M 6 25.49% Reduced
303
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$945M +$630M 5 15.16% Increased
304
VanEck Associates
VanEck Associates
New York
$938M +$17M 28 1.42% Increased
305
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$937M +$149M 4 13.93% Increased
306
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$929M +$51.8M 10 76.62% Increased
307
Pathstone Holdings
Pathstone Holdings
New Jersey
$925M +$6.33M 31 4.31% Increased
308
Cresset Asset Management
Cresset Asset Management
Illinois
$922M +$102M 42 4.44% Increased
309
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$908M +$3.76M 6 38.1% Increased
310
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$900M +$57.3M 1 8.7% Increased
311
Nissay Asset Management
Nissay Asset Management
Japan
$900M +$88.4M 20 6.24% Increased
312
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$899M -$35.9M 3 5.39% Reduced
313
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$883M +$10.6M 18 9.76% Increased
314
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$881M +$109M 7 4.08% Increased
315
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$877M +$78.2M 2 4.52% Increased
316
Utah Retirement Systems
Utah Retirement Systems
Utah
$876M -$4.8M 25 10.25% Reduced
317
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$875M -$11.7M 22 6.71% Reduced
318
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$874M -$43.7M 32 7.82% Reduced
319
MML Investors Services
MML Investors Services
Massachusetts
$870M +$25.4M 34 3.59% Increased
320
Gates Foundation Trust
Gates Foundation Trust
Washington
$870M $0 5 1.9% Maintained
321
Cetera Advisor Networks
Cetera Advisor Networks
California
$858M +$27.8M 31 4.25% Increased
322
Czech National Bank
Czech National Bank
Czech Republic
$853M +$1.86M 12 10.99% Increased
323
GP
Galileo PTC
British Virgin Islands
$852M -$250M 4 50.35% Reduced
324
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$850M +$32.4M 24 9.75% Increased
325
SHIM
Spruce House Investment Management
New York
$847M -$352M 5 60.93% Reduced