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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
Vontobel Asset Management
Vontobel Asset Management
New York
$1.78B +$381M 9 11.78% Increased
202
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.77B -$29.1M 40 6.52% Reduced
203
Edgewood Management
Edgewood Management
Connecticut
$1.74B -$12M 2 3.48% Reduced
204
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.69B $0 2 8.25% Maintained
205
Man Group
Man Group
United Kingdom
$1.67B -$224M 54 5.82% Reduced
206
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.64B +$47.9M 12 9.82% Increased
207
Mariner
Mariner
Kansas
$1.61B +$279M 18 6.08% Increased
208
HA
HHLR Advisors
Cayman Islands
$1.58B +$712M 13 33.05% Increased
209
AIG
American International Group
New York
$1.57B -$50.3M 79 8.61% Reduced
210
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.56B +$306M 12 11.43% Increased
211
Natixis Advisors
Natixis Advisors
Massachusetts
$1.54B +$90.2M 27 5.88% Increased
212
DnB Asset Management
DnB Asset Management
Norway
$1.52B +$53M 22 9.03% Increased
213
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.52B +$130M 4 8.4% Increased
214
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.49B +$434M 58 9.63% Increased
215
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.47B +$646M 8 7.82% Increased
216
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.47B -$6.4M 16 8.49% Reduced
217
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.46B +$408M 7 18.61% Increased
218
M&T Bank
M&T Bank
New York
$1.46B -$27.6M 34 6.43% Reduced
219
CIBC World Market
CIBC World Market
Ontario, Canada
$1.45B -$54.5M 22 4.6% Reduced
220
London Company of Virginia
London Company of Virginia
Virginia
$1.45B -$12.2M 4 7.66% Reduced
221
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.45B -$59.2M 86 6.99% Reduced
222
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.43B -$9.5M 12 6.44% Reduced
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.4B +$702K 53 11.24% Increased
224
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.39B +$69.3M 22 7.48% Increased
225
USS Investment Management
USS Investment Management
United Kingdom
$1.38B -$43.7M 22 11.34% Reduced