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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
551
Soros Fund Management
Soros Fund Management
New York
$252M +$90.9M 4 4.49% Increased
552
Durable Capital Partners
Durable Capital Partners
Maryland
$252M -$144M 6 2.89% Reduced
553
Kora Management
Kora Management
New York
$252M +$23.1M 1 83.07% Increased
554
RBC Europe
RBC Europe
United Kingdom
$249M +$18.4M 20 11.97% Increased
555
DFO
Duquesne Family Office
New York
$248M -$217M 3 17.96% Reduced
556
Sculptor Capital
Sculptor Capital
New York
$248M -$329M 11 2.64% Reduced
557
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$248M -$13.6M 6 6.4% Reduced
558
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$248M +$86.5M 15 5.81% Increased
559
Capitolis Advisors
Capitolis Advisors
New York
$248M +$9.01M 4 12.96% Increased
560
RWC Asset Management
RWC Asset Management
United Kingdom
$247M +$117M 6 7.74% Increased
561
EP Wealth Advisors
EP Wealth Advisors
California
$247M +$4.22M 7 5.56% Increased
562
TPC
Tiger Pacific Capital
New York
$246M +$1.69M 5 31.61% Increased
563
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$245M +$27.3M 7 11.33% Increased
564
First Eagle Investment Management
First Eagle Investment Management
New York
$245M -$347M 7 0.69% Reduced
565
Stephens Inc
Stephens Inc
Arkansas
$244M +$83.3K 21 4.93% Increased
566
Colony Group
Colony Group
Massachusetts
$241M +$43.1M 12 4.15% Increased
567
Baupost Group
Baupost Group
Massachusetts
$241M +$184M 3 3.56% Increased
568
Madison Asset Management
Madison Asset Management
Wisconsin
$240M +$64.5M 12 3.75% Increased
569
KCM Investment Advisors
KCM Investment Advisors
California
$240M -$6.93M 4 10.48% Reduced
570
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$237M -$3.65M 17 13.23% Reduced
571
Credit Agricole
Credit Agricole
France
$236M +$28.2M 20 5.77% Increased
572
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$236M -$4.53M 8 5.39% Reduced
573
Cetera Advisors
Cetera Advisors
Colorado
$235M +$6.3M 15 5.35% Increased
574
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$234M +$76.5M 3 6.24% Increased
575
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$234M +$32.9M 4 4.9% Increased