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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
FAM
Foxhaven Asset Management
Virginia
$1.17B -$134M 6 32.8% Reduced
302
Boston Partners
Boston Partners
Massachusetts
$1.16B -$205M 15 1.37% Reduced
303
Clear Street
Clear Street
New York
$1.16B +$2.72K 3 13.15% Increased
304
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$1.13B +$197M 6 83.28% Increased
305
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.13B -$403M 6 6.33% Reduced
306
SpiderRock Advisors
SpiderRock Advisors
Delaware
$1.13B +$62.4M 13 17.93% Increased
307
CIP
CAS Investment Partners
Connecticut
$1.12B -$11.1M 1 74.52% Reduced
308
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.12B +$94.2M 8 6.26% Increased
309
Davenport & Co
Davenport & Co
Virginia
$1.12B +$202M 16 6.34% Increased
310
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.11B -$920M 57 5.39% Reduced
311
MML Investors Services
MML Investors Services
Massachusetts
$1.09B +$45.6M 33 3.99% Increased
312
Harris Associates
Harris Associates
Illinois
$1.08B -$252M 6 1.41% Reduced
313
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.08B +$1.03B 16 11.03% New
314
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.07B -$52.9M 7 22.48% Reduced
315
VanEck Associates
VanEck Associates
New York
$1.07B +$81.8M 28 1.34% Increased
316
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.06B $0 4 2.36% Maintained
317
London Company of Virginia
London Company of Virginia
Virginia
$1.06B -$48M 5 5.58% Reduced
318
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.06B -$228M 12 8.35% Reduced
319
AssetMark Inc
AssetMark Inc
California
$1.04B +$100M 32 2.99% Increased
320
Jensen Investment Management
Jensen Investment Management
Oregon
$1.04B +$125M 3 8.72% Increased
321
AGF Management
AGF Management
Ontario, Canada
$1.04B -$20.2M 11 5.27% Reduced
322
SCGE Management
SCGE Management
California
$1.03B -$176M 6 22.53% Reduced
323
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.02B +$189M 1 7.62% Increased
324
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.02B +$5.3M 27 11.53% Increased
325
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.02B -$113M 16 8.92% Reduced