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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.92B -$529K 33 9.14% Reduced
177
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.9B +$160M 43 11.8% Increased
178
Nomura Asset Management
Nomura Asset Management
Japan
$1.89B +$11.2M 35 8.85% Increased
179
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.89B -$303M 19 4.97% Reduced
180
HA
HHLR Advisors
Cayman Islands
$1.85B -$283M 15 41.41% Reduced
181
Natixis Advisors
Natixis Advisors
Massachusetts
$1.83B +$70M 23 5.61% Increased
182
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.82B -$37.2M 28 7.34% Reduced
183
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.8B -$56.3M 1 8.34% Reduced
184
Maverick Capital
Maverick Capital
Texas
$1.8B +$7M 13 40.62% Increased
185
First Manhattan
First Manhattan
New York
$1.8B -$46.3M 32 6.63% Reduced
186
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.78B +$57.5M 15 6.88% Increased
187
Skye Global Management
Skye Global Management
Florida
$1.78B -$152M 4 51.6% Reduced
188
William Blair Investment Management
William Blair Investment Management
Illinois
$1.77B +$47.6M 14 5.9% Increased
189
Harris Associates
Harris Associates
Illinois
$1.75B -$729M 6 3.41% Reduced
190
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.73B +$193M 20 6.45% Increased
191
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.71B +$13.8M 46 7.92% Increased
192
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.68B +$238M 12 5.3% Increased
193
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.66B +$64.4M 38 10.92% Increased
194
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.66B -$23.8M 14 7.73% Reduced
195
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.65B -$1.51M 9 8.56% Reduced
196
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.61B +$756M 92 4.21% Increased
197
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.59B +$1.67B 4 39.56% Increased
198
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.56B -$317M 8 36.01% Reduced
199
KeyBank National Association
KeyBank National Association
Ohio
$1.55B -$10.7M 20 7.43% Reduced
200
WCM Investment Management
WCM Investment Management
California
$1.54B +$834M 5 4.51% Increased