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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.93B -$11.9M 49 10.29% Reduced
202
Nomura Asset Management
Nomura Asset Management
Japan
$1.9B -$22.4M 36 10.71% Reduced
203
Carmignac Gestion
Carmignac Gestion
France
$1.89B +$273M 11 23.57% Increased
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.84B +$12.7M 25 10.65% Increased
205
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.84B -$474K 58 9.63% Reduced
206
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.82B -$67.9M 2 8.65% Reduced
207
CIBC World Market
CIBC World Market
Ontario, Canada
$1.82B -$544M 24 5.97% Reduced
208
Man Group
Man Group
United Kingdom
$1.8B -$193M 54 6.33% Reduced
209
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.8B -$13.6M 12 8.85% Reduced
210
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.79B +$65.9M 31 9.84% Increased
211
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.77B +$4.69M 42 7.67% Increased
212
TCM
Tybourne Capital Management
Hong Kong
$1.76B +$23.5M 6 44.41% Increased
213
Skye Global Management
Skye Global Management
Florida
$1.74B +$281M 9 29.23% Increased
214
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.74B -$59.1M 45 6.48% Reduced
215
VP
Vitruvian Partners
United Kingdom
$1.74B -$296M 3 72.44% Reduced
216
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.71B +$67.7M 31 8.94% Increased
217
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.71B +$83M 75 9.23% Increased
218
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.69B +$548M 29 9.23% Increased
219
BCM
Bares Capital Management
Texas
$1.68B +$239M 7 30.11% Increased
220
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.65B -$414M 53 6.28% Reduced
221
Vontobel Asset Management
Vontobel Asset Management
New York
$1.65B +$37.5M 6 9.26% Increased
222
KeyBank National Association
KeyBank National Association
Ohio
$1.62B -$16.1M 19 7.06% Reduced
223
JSP
Jackson Square Partners
California
$1.59B +$36.8M 9 10.08% Increased
224
Calamos Advisors
Calamos Advisors
Illinois
$1.56B +$105M 17 6.83% Increased
225
CFM
Comprehensive Financial Management
California
$1.56B -$1.24M 6 14.65% Reduced