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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
$2.05B +$74.3M 36 9.42% Increased
177
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.03B +$2.87M 29 8.49% Increased
178
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.02B +$471M 25 8.79% Increased
179
First Manhattan
First Manhattan
New York
$2.01B -$98.5M 31 7.37% Reduced
180
Skye Global Management
Skye Global Management
Florida
$1.99B +$260M 3 54.99% Increased
181
Wellcome Trust
Wellcome Trust
United Kingdom
$1.97B -$56.7M 5 25.93% Reduced
182
Natixis Advisors
Natixis Advisors
Massachusetts
$1.91B +$145M 24 5.89% Increased
183
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.9B -$125M 1 8.54% Reduced
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.89B +$85M 40 11.12% Increased
185
HA
HHLR Advisors
Cayman Islands
$1.86B -$282M 14 39.69% Reduced
186
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.86B -$2.12M 24 7.21% Reduced
187
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.85B -$25.6M 48 8.18% Reduced
188
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.85B +$262M 7 38.21% Increased
189
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.83B -$285M 15 8.2% Reduced
190
Maverick Capital
Maverick Capital
Texas
$1.82B +$125M 14 38.7% Increased
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.81B -$30M 9 8.99% Reduced
192
William Blair Investment Management
William Blair Investment Management
Illinois
$1.79B -$18.5M 15 5.74% Reduced
193
Parnassus Investments
Parnassus Investments
California
$1.75B +$260M 5 4.06% Increased
194
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.74B -$30.3M 36 11.44% Reduced
195
KeyBank National Association
KeyBank National Association
Ohio
$1.72B -$23.3M 17 7.79% Reduced
196
M&T Bank
M&T Bank
New York
$1.71B -$10.3M 36 6.39% Reduced
197
Two Sigma Investments
Two Sigma Investments
New York
$1.69B +$235M 85 4.24% Increased
198
Tiger Global Management
Tiger Global Management
New York
$1.66B -$854M 7 13.91% Reduced
199
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.66B +$203M 16 5.71% Increased
200
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.65B +$264M 50 8.25% Increased