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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
476
Huntington National Bank
Huntington National Bank
Ohio
$176M -$958K 23 2.97% Reduced
477
Andra AP-fonden
Andra AP-fonden
Sweden
$176M +$8.75M 16 4.13% Increased
478
MP
Makaira Partners
California
$176M -$1.11M 1 22.86% Reduced
479
Capital International Inc
Capital International Inc
California
$176M -$36.5M 6 25.67% Reduced
480
UIA
UG Investment Advisers
Taiwan
$175M -$6.37M 3 85.36% Reduced
481
SSM
Sound Shore Management
Connecticut
$175M -$3.12M 1 2.86% Reduced
482
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$174M +$14.6M 6 4.02% Increased
483
Brighton Jones LLC
Brighton Jones LLC
Washington
$173M -$2.96M 7 22.25% Reduced
484
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$171M +$9.5M 13 2.52% Increased
485
GTP
Global Thematic Partners
New York
$170M -$44.2M 6 5.44% Reduced
486
SCGE Management
SCGE Management
California
$170M +$45.3M 3 35.41% Increased
487
SRIM
Saratoga Research & Investment Management
California
$170M -$2.9M 2 13% Reduced
488
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$169M -$2.54M 6 4.05% Reduced
489
WAM
World Asset Management
Michigan
$168M -$1.63M 20 5.57% Reduced
490
SC
Serenity Capital
California
$168M $0 2 46.5% Maintained
491
VCM
Valiant Capital Management
California
$168M -$35.4M 3 12.87% Reduced
492
JC
Joho Capital
New York
$168M -$75M 1 36.69% Reduced
493
MC
Montag & Caldwell
Georgia
$168M -$4.63M 3 5.17% Reduced
494
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$168M +$11.3M 24 1.2% Increased
495
Profund Advisors
Profund Advisors
Maryland
$167M +$5.63M 27 6.95% Increased
496
HP
Holowesko Partners
Bahamas
$166M -$49.7M 3 13.25% Reduced
497
Dragoneer Investment Group
Dragoneer Investment Group
California
$166M -$7.16M 4 27.3% Reduced
498
Martingale Asset Management
Martingale Asset Management
Massachusetts
$166M -$14.5M 6 2.23% Reduced
499
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$166M +$2.81M 7 4.38% Increased
500
CBOA
Commonwealth Bank of Australia
Australia
$165M -$32.8M 14 1.61% Reduced