← All themes

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
326
Comgest Global Investors
Comgest Global Investors
France
$350M -$98.9M 5 7.61% Reduced
327
TCM
Tybourne Capital Management
Hong Kong
$350M -$132M 1 22.45% Reduced
328
TAMH
Taikang Asset Management (HK)
Hong Kong
$349M +$357M 5 38.77% New
329
Riverbridge Partners
Riverbridge Partners
Minnesota
$349M -$13.1M 5 6.75% Reduced
330
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$348M -$18.1M 8 6.44% Reduced
331
Suntrust Banks
Suntrust Banks
Georgia
$346M -$29.5M 15 2.01% Reduced
332
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$330M +$16.9M 25 7.91% Increased
333
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$328M -$524M 34 4.35% Reduced
334
FCM
Flinton Capital Management
Pennsylvania
$323M -$11.1M 15 10.97% Reduced
335
PointState Capital
PointState Capital
New York
$318M -$130M 1 3.09% Reduced
336
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$318M +$14.6M 18 3.3% Increased
337
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$316M +$5.71M 13 2.77% Increased
338
Manning & Napier Group
Manning & Napier Group
New York
$316M +$306M 6 2.84% New
339
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$315M -$7.54M 23 1.93% Reduced
340
Swiss Life Asset Management
Swiss Life Asset Management
$314M +$22.2M 7 7.01% Increased
341
Sarasin & Partners
Sarasin & Partners
United Kingdom
$313M -$73.2M 5 6.09% Reduced
342
Utah Retirement Systems
Utah Retirement Systems
Utah
$310M +$1.06M 16 6.51% Increased
343
MG
Meritage Group
California
$308M -$54.6M 1 5.18% Reduced
344
Equity Investment Corp
Equity Investment Corp
Georgia
$307M -$70.8M 4 10.22% Reduced
345
Regions Financial Corp
Regions Financial Corp
Alabama
$307M +$28.8M 26 3.32% Increased
346
Candriam SCA
Candriam SCA
Luxembourg
$304M -$21.1M 12 5.26% Reduced
347
TimesSquare Capital Management
TimesSquare Capital Management
New York
$302M +$4.3M 5 1.98% Increased
348
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$301M +$92.1M 6 10.38% Increased
349
MCM
Manchester Capital Management
Vermont
$301M -$5.62M 11 44.76% Reduced
350
AGDR
AdamCapital Gestao de Recursos
Brazil
$300M +$289M 2 17.38% New