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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
201
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$933M +$6.75M 23 4.86% Increased
202
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$932M +$210M 28 7.87% Increased
203
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$929M -$398M 23 8.41% Reduced
204
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$921M +$5.73M 56 7.71% Increased
205
DSM Capital Partners
DSM Capital Partners
Florida
$917M -$44.2M 5 14.1% Reduced
206
TCM
Tybourne Capital Management
Hong Kong
$915M +$241M 5 39.75% Increased
207
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$912M +$24.4M 37 5.47% Increased
208
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$900M -$77.2M 12 9.07% Reduced
209
1832 Asset Management
1832 Asset Management
Ontario, Canada
$899M +$68.9M 12 2.86% Increased
210
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$898M +$1.76M 8 6.54% Increased
211
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$898M -$68.5M 17 6.91% Reduced
212
HighTower Advisors
HighTower Advisors
Illinois
$889M +$2.98M 26 4.84% Increased
213
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$886M +$13.9M 2 6.54% Increased
214
Dragoneer Investment Group
Dragoneer Investment Group
California
$882M $0 5 37.33% Maintained
215
VVP
Vulcan Value Partners
Alabama
$872M -$89.7M 2 7.38% Reduced
216
GGHC
Gilder Gagnon Howe & Co
New York
$872M -$194M 16 10.01% Reduced
217
Select Equity Group
Select Equity Group
New York
$865M +$144M 4 5.86% Increased
218
KeyBank National Association
KeyBank National Association
Ohio
$863M -$2.15M 18 4.92% Reduced
219
AIG
American International Group
New York
$861M +$15.3M 61 3.47% Increased
220
H&H International Investment
H&H International Investment
California
$855M -$73M 3 54.22% Reduced
221
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$853M -$25.2M 5 8.56% Reduced
222
London Company of Virginia
London Company of Virginia
Virginia
$846M -$28.7M 4 6.97% Reduced
223
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$824M +$7.97M 15 31.53% Increased
224
GCCM
Green Court Capital Management
Hong Kong
$808M -$11.5M 4 95.19% Reduced
225
Polar Capital
Polar Capital
United Kingdom
$803M -$14M 9 7.22% Reduced