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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
Polar Capital
Polar Capital
United Kingdom
$1.76B +$8.88M 11 13.04% Increased
202
Viking Global Investors
Viking Global Investors
Connecticut
$1.75B -$1.68B 4 6.33% Reduced
203
Comgest Global Investors
Comgest Global Investors
France
$1.75B +$36.8M 7 26.19% Increased
204
Two Sigma Advisers
Two Sigma Advisers
New York
$1.74B -$630M 59 4.98% Reduced
205
First Manhattan
First Manhattan
New York
$1.72B -$38.7M 33 8.89% Reduced
206
Prudential plc
Prudential plc
United Kingdom
$1.72B -$503M 18 8.57% Reduced
207
M&T Bank
M&T Bank
New York
$1.72B +$355M 33 8.43% Increased
208
ACI
AMP Capital Investors
Australia
$1.65B -$136M 31 9.77% Reduced
209
GIM
Genesis Investment Management
United Kingdom
$1.64B -$36M 3 47.61% Reduced
210
HighTower Advisors
HighTower Advisors
Illinois
$1.64B -$4.22M 33 7.91% Reduced
211
PGP
Prescott General Partners
Florida
$1.63B -$149M 4 64.68% Reduced
212
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.63B -$37.4M 9 10.27% Reduced
213
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.6B -$1.82M 24 12.06% Reduced
214
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.59B -$39.4M 36 8.79% Reduced
215
Baupost Group
Baupost Group
Massachusetts
$1.57B -$109M 1 16.96% Reduced
216
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.55B -$96.6M 24 10.03% Reduced
217
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54B +$118M 25 10.26% Increased
218
CIBC World Market
CIBC World Market
Ontario, Canada
$1.54B +$36.4M 20 6.69% Increased
219
KeyBank National Association
KeyBank National Association
Ohio
$1.51B -$29.3M 21 8.18% Reduced
220
Soroban Capital Partners
Soroban Capital Partners
New York
$1.51B -$95.8M 2 15.21% Reduced
221
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.5B +$93.1M 28 7.67% Increased
222
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.48B -$400M 5 14.71% Reduced
223
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.45B -$1.1B 3 8.93% Reduced
224
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.43B $0 2 9.19% Maintained
225
Creative Planning
Creative Planning
Kansas
$1.43B +$1.85M 28 3.72% Increased