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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
Quilter Plc
Quilter Plc
United Kingdom
$455M +$438M 5 10.76% Increased
477
MUFG Bank
MUFG Bank
Japan
$449M $0 1 12.78% Maintained
478
Wealthfront Advisers
Wealthfront Advisers
California
$448M -$4.21M 19 1.57% Reduced
479
SRS Investment Management
SRS Investment Management
New York
$447M -$87.9M 3 6.18% Reduced
480
DF Dent & Co
DF Dent & Co
Maryland
$447M -$2.69M 8 5.46% Reduced
481
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$446M +$3.88M 11 10.46% Increased
482
Erste Asset Management
Erste Asset Management
Austria
$445M +$38.4M 15 6.05% Increased
483
Welch & Forbes
Welch & Forbes
Massachusetts
$444M +$6.08M 9 6.1% Increased
484
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$441M -$122M 2 99.63% Reduced
485
Marsico Capital Management
Marsico Capital Management
Colorado
$441M +$96.8M 6 14.49% Increased
486
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$441M +$6.23M 18 3.97% Increased
487
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$438M -$3.45M 24 11.03% Reduced
488
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$437M +$428M 3 9.71% New
489
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$435M +$112M 14 11.09% Increased
490
Verition Fund Management
Verition Fund Management
Connecticut
$431M -$174M 59 2.95% Reduced
491
Shelton Capital Management
Shelton Capital Management
Colorado
$431M +$32.1M 15 12.23% Increased
492
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$431M +$144M 19 6.89% Increased
493
Banco Santander
Banco Santander
Spain
$430M -$11.8M 16 5.18% Reduced
494
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$428M -$41.2M 8 10.12% Reduced
495
Walleye Trading
Walleye Trading
New York
$428M -$288M 43 0.91% Reduced
496
PAR Capital Management
PAR Capital Management
Massachusetts
$425M -$26.3M 8 13.22% Reduced
497
Capital Group Private Client Services
Capital Group Private Client Services
California
$425M -$10.8M 6 4.34% Reduced
498
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$424M -$237M 12 0.22% Reduced
499
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$424M -$31.8M 21 8.42% Reduced
500
Madison Asset Management
Madison Asset Management
Wisconsin
$423M +$23.2M 8 5.2% Increased