← 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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$846M +$193M 19 8.08% Increased
327
INTECH Investment Management
INTECH Investment Management
Florida
$844M -$46.7M 19 11.89% Reduced
328
AKRE Capital Management
AKRE Capital Management
Virginia
$838M +$128M 2 6.93% Increased
329
Cardano Risk Management
Cardano Risk Management
Netherlands
$836M -$3.8M 2 25.93% Reduced
330
DSM Capital Partners
DSM Capital Partners
Florida
$828M +$134M 5 11.32% Increased
331
Brighton Jones LLC
Brighton Jones LLC
Washington
$823M +$32.9M 17 29.69% Increased
332
Eagle Asset Management
Eagle Asset Management
Florida
$820M +$94.3M 11 4.15% Increased
333
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$818M -$23.9M 22 1.9% Reduced
334
Prudential plc
Prudential plc
United Kingdom
$816M +$153M 21 6.22% Increased
335
Guggenheim Capital
Guggenheim Capital
Illinois
$814M -$22.8M 29 5.74% Reduced
336
Lone Pine Capital
Lone Pine Capital
Connecticut
$811M -$162M 1 6.4% Reduced
337
MCMC
Matrix Capital Management Company
New Hampshire
$803M -$482M 1 7.46% Reduced
338
CFM
Coronation Fund Managers
South Africa
$790M +$92M 12 21.49% Increased
339
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$787M -$24.7M 14 8.59% Reduced
340
Capital Wealth Planning
Capital Wealth Planning
Florida
$781M +$288M 9 8.35% Increased
341
E Fund Management
E Fund Management
China
$771M -$6.82M 18 47.77% Reduced
342
Carmignac Gestion
Carmignac Gestion
France
$764M -$41M 12 12.09% Reduced
343
Huntington National Bank
Huntington National Bank
Ohio
$761M -$5.1M 61 6.12% Reduced
344
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$759M +$13M 11 7.53% Increased
345
AP
Altarock Partners
Florida
$758M -$38.4M 1 16.3% Reduced
346
Dorsal Capital Management
Dorsal Capital Management
California
$757M +$40.9M 5 24.72% Increased
347
USS Investment Management
USS Investment Management
United Kingdom
$749M +$13.5M 14 6.13% Increased
348
Alyeska Investment Group
Alyeska Investment Group
Illinois
$746M +$170M 11 4.59% Increased
349
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$736M -$17.8M 8 7.59% Reduced
350
VVP
Vulcan Value Partners
Alabama
$735M +$11.6M 2 10.67% Increased