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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
Yacktman Asset Management
Yacktman Asset Management
Texas
$428M -$116M 2 4.47% Reduced
477
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$424M -$345M 18 1.22% Reduced
478
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$422M +$80M 21 15.24% Increased
479
Group One Trading
Group One Trading
Illinois
$420M +$120M 62 0.62% Increased
480
RHBC
R.H. Bluestein & Co
Michigan
$420M -$9.93M 12 17.79% Reduced
481
MC
Martin Currie
United Kingdom
$420M -$90.9M 3 16.2% Reduced
482
PWLP
Prio Wealth Limited Partnership
Massachusetts
$419M -$9.39M 8 15.1% Reduced
483
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$418M -$139M 4 3.93% Reduced
484
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$417M -$17.2M 11 10.96% Reduced
485
TIAA FSB
TIAA FSB
Florida
$417M -$29.3M 7 1.49% Reduced
486
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$416M -$44M 20 6.66% Reduced
487
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$414M +$74.7M 13 4.12% Increased
488
MVIP
Mar Vista Investment Partners
California
$412M -$33.4M 3 9.53% Reduced
489
Oppenheimer & Co
Oppenheimer & Co
New York
$408M +$5.87M 34 8.15% Increased
490
TCMI
Technology Crossover Management IX
California
$408M $0 2 56.32% Maintained
491
Balyasny Asset Management
Balyasny Asset Management
Illinois
$408M -$172M 38 2.01% Reduced
492
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$407M -$11.5M 6 5.21% Reduced
493
TCMV
Technology Crossover Management VIII
California
$405M $0 2 18.21% Maintained
494
MCMC
Matrix Capital Management Company
New Hampshire
$401M +$55.1M 3 4.63% Increased
495
AAM
Anglepoint Asset Management
Cayman Islands
$399M -$659M 8 31.13% Reduced
496
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$398M -$21.7M 19 5.48% Reduced
497
Banco Santander
Banco Santander
Spain
$393M -$332M 19 2.77% Reduced
498
Driehaus Capital Management
Driehaus Capital Management
Illinois
$392M -$224M 16 5.79% Reduced
499
Farallon Capital Management
Farallon Capital Management
California
$392M +$29M 3 1.95% Increased
500
SCM
Steadview Capital Management
United Kingdom
$390M +$209M 4 38.68% Increased