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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
626
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$295M -$11.7M 6 4.29% Reduced
627
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$295M -$20.2M 14 9.9% Reduced
628
Cetera Advisors
Cetera Advisors
Colorado
$294M -$31.9M 20 5.95% Reduced
629
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$293M +$107M 55 2.66% Increased
630
TimesSquare Capital Management
TimesSquare Capital Management
New York
$293M -$93.1M 7 2.59% Reduced
631
CCM
Cadian Capital Management
New York
$292M -$62.7M 5 16.06% Reduced
632
SIG
Senator Investment Group
New York
$292M -$34.9M 3 5.65% Reduced
633
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$292M +$15.6M 9 11.86% Increased
634
TPC
Tiger Pacific Capital
New York
$291M +$125M 7 41.02% Increased
635
C
Consulta
United Kingdom
$288M $0 1 14.24% Maintained
636
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$288M +$12.9M 15 3.43% Increased
637
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$287M +$1.11M 6 5.45% Increased
638
LCM
Logan Capital Management
Pennsylvania
$286M -$5.69M 15 12.4% Reduced
639
Voyager Global Management
Voyager Global Management
New York
$286M +$294M 2 20.76% New
640
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$285M -$23.7M 19 7.43% Reduced
641
Eventide Asset Management
Eventide Asset Management
Massachusetts
$285M -$16.4M 5 3.64% Reduced
642
Abrams Capital Management
Abrams Capital Management
Massachusetts
$285M +$149M 1 6.25% Increased
643
Lazard Frères Gestion
Lazard Frères Gestion
France
$284M +$5.48M 3 7.68% Increased
644
Element Capital Management
Element Capital Management
New York
$284M +$261M 3 18.29% Increased
645
HMP9
Highland Management Partners 9
Massachusetts
$284M +$287M 2 93.19% New
646
Construction & Building Unions Superannuation Fund
Construction & Building Unions Superannuation Fund
Australia
$283M +$659K 6 12.99% Increased
647
GCGM
General Catalyst Group Management
Massachusetts
$283M -$132M 3 10.77% Reduced
648
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$283M +$48.5M 6 32.94% Increased
649
Sachem Head Capital Management
Sachem Head Capital Management
New York
$282M +$82.4M 2 6.63% Increased
650
RE
RBC Europe
United Kingdom
$281M -$118M 22 12.34% Reduced