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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
401
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$516M +$21.9M 15 7.01% Increased
402
CCM
Cadian Capital Management
New York
$516M -$15M 4 16.79% Reduced
403
Elliott Investment Management
Elliott Investment Management
Florida
$516M $0 1 5.41% Maintained
404
Maverick Capital
Maverick Capital
Texas
$513M -$90.5M 23 9.53% Reduced
405
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$508M -$779K 12 6.38% Reduced
406
PIM
Platinum Investment Management
Australia
$507M -$246M 7 12.56% Reduced
407
Harvest Fund Management
Harvest Fund Management
China
$506M -$45.7M 21 41.9% Reduced
408
Capital International Inc
Capital International Inc
California
$503M +$7.88M 7 5.54% Increased
409
LT
Lindsell Train
United Kingdom
$498M -$23.1M 1 8.09% Reduced
410
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$497M +$1.56M 20 8.92% Increased
411
RG
Riverstone Group
Virginia
$497M -$8.72M 2 96.79% Reduced
412
MS
Mizuho Securities
Japan
$496M +$17.3M 6 89.3% Increased
413
Tocqueville Asset Management
Tocqueville Asset Management
New York
$496M -$15.4M 12 9.48% Reduced
414
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$495M -$17.8M 53 8.21% Reduced
415
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$491M +$648M 3 63.3% Increased
416
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$486M -$47.9M 6 18.2% Reduced
417
Pacer Advisors
Pacer Advisors
Pennsylvania
$483M -$61.6M 22 10.27% Reduced
418
CA
Cullinan Associates
Kentucky
$482M -$21.3M 7 31.06% Reduced
419
PGGM Investments
PGGM Investments
Netherlands
$481M +$23.1M 5 2.51% Increased
420
M&G Investment Management
M&G Investment Management
United Kingdom
$480M +$52.9M 15 4.78% Increased
421
OAM
Origin Asset Management
United Kingdom
$480M +$77.6M 7 51.02% Increased
422
VP
Vitruvian Partners
United Kingdom
$479M $0 1 96% Maintained
423
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$475M +$106M 4 30.5% Increased
424
Verition Fund Management
Verition Fund Management
Connecticut
$475M +$420M 24 9.48% Increased
425
MICM
Matthews International Capital Management
California
$474M -$45.7M 7 31.96% Reduced