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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
Durable Capital Partners
Durable Capital Partners
Maryland
$2.3B -$94.1M 11 17.39% Reduced
177
Sanders Capital
Sanders Capital
Florida
$2.28B +$80.8M 1 5.18% Increased
178
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.27B -$958M 7 10.5% Reduced
179
Altshuler Shaham
Altshuler Shaham
Israel
$2.25B -$860M 9 16.47% Reduced
180
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.25B -$923M 67 3.18% Reduced
181
Renaissance Technologies
Renaissance Technologies
New York
$2.24B -$1.77B 88 2.89% Reduced
182
Harding Loevner
Harding Loevner
New Jersey
$2.23B +$150M 8 8.88% Increased
183
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$2.22B +$157M 17 5.4% Increased
184
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.22B -$132M 21 8.24% Reduced
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.22B -$38.3M 16 8.3% Reduced
186
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.19B -$138M 5 5.59% Reduced
187
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$2.18B +$18.4M 6 17.13% Increased
188
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.17B +$262M 39 10.69% Increased
189
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.15B +$280M 26 5.14% Increased
190
Veritas Asset Management
Veritas Asset Management
United Kingdom
$2.14B +$792M 5 12.3% Increased
191
Edgewood Management
Edgewood Management
Connecticut
$2.13B -$2.95M 2 3.57% Reduced
192
Aviva
Aviva
United Kingdom
$2.08B -$15.4M 43 9.28% Reduced
193
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.06B +$23.1M 53 11.12% Increased
194
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.04B -$426M 19 3.82% Reduced
195
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.03B +$3.98M 24 7.93% Increased
196
Marshall Wace North America
Marshall Wace North America
New York
$2B +$19.8M 36 8.52% Increased
197
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$2B +$14.1M 9 15.99% Increased
198
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.98B +$21.2M 32 9.7% Increased
199
GGHC
Gilder Gagnon Howe & Co
New York
$1.96B -$3.44M 24 10.16% Reduced
200
DVF
Discovery Value Fund
Singapore
$1.93B -$79.3M 3 56.52% Reduced