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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
426
SG Americas Securities
SG Americas Securities
New York
$260M -$92.4M 45 2.39% Reduced
427
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$258M -$26.8M 2 7.13% Reduced
428
TAM
Tyers Asset Management
Texas
$256M -$10.7M 15 8.87% Reduced
429
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$256M -$8.55M 10 10.55% Reduced
430
DF Dent & Co
DF Dent & Co
Maryland
$251M +$12.9M 7 4.98% Increased
431
PineBridge Investments
PineBridge Investments
New York
$251M -$752K 15 5.09% Reduced
432
MVIP
Mar Vista Investment Partners
California
$250M +$23.6M 3 6.59% Increased
433
APG
Andrew P. Goldfarb
$249M -$3.62M 2 88.08% Reduced
434
IVA
International Value Advisers
$249M -$85.1M 3 9.19% Reduced
435
Harvest Fund Management
Harvest Fund Management
China
$247M +$21.2M 13 41.99% Increased
436
TAM
Tiverton Asset Management
Delaware
$246M +$13.9M 16 10.68% Increased
437
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$246M -$1.59M 8 5.01% Reduced
438
Nicholas Company
Nicholas Company
Wisconsin
$246M -$2.05M 5 5.82% Reduced
439
PWLP
Prio Wealth Limited Partnership
Massachusetts
$244M +$3.1M 8 11.43% Increased
440
Blackhill Capital
Blackhill Capital
New Jersey
$243M +$256K 3 41.71% Increased
441
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$243M +$2.57M 4 6.88% Increased
442
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$242M -$27.1M 14 5.97% Reduced
443
B
BP
United Kingdom
$240M -$8.78M 8 9.29% Reduced
444
Farallon Capital Management
Farallon Capital Management
California
$238M +$14.5M 2 1.79% Increased
445
PC
Pelham Capital
United Kingdom
$238M +$39.1M 3 31.01% Increased
446
SRS Investment Management
SRS Investment Management
New York
$236M +$56.6M 4 5.32% Increased
447
AC
Alleghany Corporation
New York
$236M -$10.8M 2 11.18% Reduced
448
Personal Capital Advisors
Personal Capital Advisors
California
$235M +$19.7M 8 2.64% Increased
449
TAMH
Taikang Asset Management (HK)
Hong Kong
$235M +$24.7M 7 32.35% Increased
450
Wolverine Trading
Wolverine Trading
Illinois
$234M -$160M 40 0.68% Reduced