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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
Nomura Asset Management
Nomura Asset Management
Japan
$2.08B +$61.9M 30 15.99% Increased
177
Baird Financial Group
Baird Financial Group
Wisconsin
$2.08B -$164M 22 7.11% Reduced
178
Osaic Holdings
Osaic Holdings
Arizona
$2.07B -$44.4M 90 6.19% Reduced
179
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$2.07B +$366M 33 9.18% Increased
180
SCGE Management
SCGE Management
California
$2.05B +$65.3M 7 32% Increased
181
Dodge & Cox
Dodge & Cox
California
$2.05B -$186M 9 1.87% Reduced
182
Axiom Investors
Axiom Investors
Connecticut
$2.03B +$186M 10 32.95% Increased
183
Millennium Management
Millennium Management
New York
$2.01B +$93M 89 2.47% Increased
184
USS Investment Management
USS Investment Management
United Kingdom
$1.99B -$47.6M 19 19.15% Reduced
185
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.98B -$525M 15 5.18% Reduced
186
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$1.97B -$663M 14 63.22% Reduced
187
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.97B -$33.7M 40 14.46% Reduced
188
KBC Group
KBC Group
Belgium
$1.97B -$274M 30 11.61% Reduced
189
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.96B -$2.71B 6 7.07% Reduced
190
William Blair Investment Management
William Blair Investment Management
Illinois
$1.94B -$135M 12 7.55% Reduced
191
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.93B +$33M 13 17.13% Increased
192
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.91B -$818M 1 6.85% Reduced
193
DSM Capital Partners
DSM Capital Partners
Florida
$1.88B -$40.4M 8 20.9% Reduced
194
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.88B +$211M 21 10.68% Increased
195
Parnassus Investments
Parnassus Investments
California
$1.86B -$24.9M 4 5.78% Reduced
196
GGHC
Gilder Gagnon Howe & Co
New York
$1.84B +$32.4M 15 11.36% Increased
197
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.84B +$58.6M 26 13.18% Increased
198
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.82B +$186M 22 10.21% Increased
199
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.82B +$41.8M 32 13.29% Increased
200
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.81B +$193M 62 12.8% Increased