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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
176
Longview Partners
Longview Partners
Guernsey
$1.03B +$75.2M 1 5.4% Increased
177
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.01B +$28.7M 23 4.68% Increased
178
VVP
Vulcan Value Partners
Alabama
$1.01B +$47.8M 2 8.72% Increased
179
ACI
AMP Capital Investors
Australia
$986M -$20.3M 25 5.57% Reduced
180
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$986M -$14.5M 10 25.99% Reduced
181
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$985M -$83.2M 27 5.87% Reduced
182
Nomura Asset Management
Nomura Asset Management
Japan
$976M +$108M 22 9.59% Increased
183
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$961M -$184M 21 2.44% Reduced
184
LPL Financial
LPL Financial
California
$953M +$58M 31 2.17% Increased
185
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$950M -$22.7M 13 8.43% Reduced
186
Melvin Capital Management
Melvin Capital Management
New York
$945M +$379M 5 11.07% Increased
187
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$945M +$27.9M 13 3.15% Increased
188
Alkeon Capital Management
Alkeon Capital Management
New York
$927M +$91.9M 7 4.62% Increased
189
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$925M +$47.2M 10 8.53% Increased
190
Cresset Asset Management
Cresset Asset Management
Illinois
$925M +$215M 38 35.87% Increased
191
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$909M -$787K 14 3.6% Reduced
192
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$908M +$35.4M 22 4.74% Increased
193
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$899M +$4.7M 18 7.52% Increased
194
HA
HHLR Advisors
Cayman Islands
$892M +$102M 6 24.85% Increased
195
JSP
Jackson Square Partners
California
$887M -$37.9M 8 4.85% Reduced
196
Point72 Asset Management
Point72 Asset Management
Connecticut
$880M +$215M 26 4% Increased
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$879M -$1.06M 19 7.5% Reduced
198
USS Investment Management
USS Investment Management
United Kingdom
$873M +$36.4M 4 9.81% Increased
199
1832 Asset Management
1832 Asset Management
Ontario, Canada
$869M +$75.3M 11 2.96% Increased
200
DSM Capital Partners
DSM Capital Partners
Florida
$865M +$71.6M 5 12.74% Increased