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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
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.97B +$68M 29 10.46% Increased
202
Nomura Asset Management
Nomura Asset Management
Japan
$1.96B -$18.2M 32 12.48% Reduced
203
Vontobel Holding
Vontobel Holding
Switzerland
$1.94B +$93.2M 36 14.38% Increased
204
PGP
Prescott General Partners
Florida
$1.92B -$36.5M 4 66.01% Reduced
205
Marshall Wace North America
Marshall Wace North America
New York
$1.91B +$321M 48 7.89% Increased
206
GGHC
Gilder Gagnon Howe & Co
New York
$1.9B -$79.5M 19 10.23% Reduced
207
Penserra Capital Management
Penserra Capital Management
California
$1.89B +$278M 63 34.99% Increased
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.87B -$167M 21 7.64% Reduced
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.84B -$145M 56 10.34% Reduced
210
USS Investment Management
USS Investment Management
United Kingdom
$1.83B +$28.2M 25 15.79% Increased
211
Two Sigma Investments
Two Sigma Investments
New York
$1.83B +$197M 67 4.76% Increased
212
JSP
Jackson Square Partners
California
$1.8B -$1.14B 9 10.22% Reduced
213
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.79B -$802M 3 8.54% Reduced
214
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.79B +$500M 6 9.78% Increased
215
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.78B +$461M 25 4.01% Increased
216
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.75B +$417K 37 11.54% Increased
217
Generation Investment Management
Generation Investment Management
United Kingdom
$1.73B +$1.13B 3 7.24% Increased
218
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.71B +$36.1M 30 10.07% Increased
219
TCM
Tybourne Capital Management
Hong Kong
$1.71B +$146M 8 37.44% Increased
220
DSM Capital Partners
DSM Capital Partners
Florida
$1.7B -$6.13M 8 18.07% Reduced
221
ACI
AMP Capital Investors
Australia
$1.68B +$19.2M 36 8.4% Increased
222
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.67B -$151M 64 9.93% Reduced
223
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.67B +$133M 34 7.02% Increased
224
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.67B -$162M 9 23.83% Reduced
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.66B -$8.03M 25 10.42% Reduced