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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.09B -$468M 48 11.51% Reduced
202
TCM
Tybourne Capital Management
Hong Kong
$2.06B +$239M 6 43.48% Increased
203
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.06B -$88.7M 60 10.73% Reduced
204
Nomura Asset Management
Nomura Asset Management
Japan
$2.06B -$16.1M 34 11.9% Reduced
205
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.05B -$68.2M 19 7.82% Reduced
206
Marshall Wace North America
Marshall Wace North America
New York
$2.03B -$75.4M 47 8.45% Reduced
207
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.99B -$156M 30 9.67% Reduced
208
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.96B +$143M 39 10.67% Increased
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.95B -$74M 53 10.47% Reduced
210
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.95B -$204M 24 4.7% Reduced
211
JSP
Jackson Square Partners
California
$1.92B +$75.4M 9 10.98% Increased
212
DSM Capital Partners
DSM Capital Partners
Florida
$1.92B +$206M 6 18.48% Increased
213
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.91B +$167M 30 7% Increased
214
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.89B $0 3 7.93% Maintained
215
PGP
Prescott General Partners
Florida
$1.89B -$57.9M 4 61.53% Reduced
216
DVF
Discovery Value Fund
Singapore
$1.88B -$209M 5 50.99% Reduced
217
Carmignac Gestion
Carmignac Gestion
France
$1.85B +$351M 12 21.5% Increased
218
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.84B +$5.91M 23 10.68% Increased
219
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.84B +$134M 4 9.13% Increased
220
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.82B -$1.39M 13 8.89% Reduced
221
USS Investment Management
USS Investment Management
United Kingdom
$1.82B -$97.4M 25 14.38% Reduced
222
ACI
AMP Capital Investors
Australia
$1.78B -$73.5M 35 8.55% Reduced
223
GQG Partners
GQG Partners
Florida
$1.77B -$1.56B 3 5.2% Reduced
224
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.76B -$32.5M 44 7.74% Reduced
225
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.76B -$156M 35 10.83% Reduced