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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
CIBC World Market
CIBC World Market
Ontario, Canada
$1.76B +$104M 22 4.45% Increased
202
KeyBank National Association
KeyBank National Association
Ohio
$1.75B -$10.8M 20 7.79% Reduced
203
Maverick Capital
Maverick Capital
Texas
$1.75B -$77.2M 15 35.15% Reduced
204
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.74B +$70.3M 46 8.46% Increased
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.73B +$73.4M 38 4.18% Increased
206
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.72B +$234M 9 7.25% Increased
207
ING Group
ING Group
Netherlands
$1.7B +$244M 17 13.66% Increased
208
DnB Asset Management
DnB Asset Management
Norway
$1.69B +$79.5M 22 8.76% Increased
209
Two Sigma Investments
Two Sigma Investments
New York
$1.68B +$394M 84 3.85% Increased
210
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.67B +$20.4M 28 4.84% Increased
211
M&T Bank
M&T Bank
New York
$1.66B -$43.9M 36 6.11% Reduced
212
Parnassus Investments
Parnassus Investments
California
$1.66B +$4.86M 5 3.69% Increased
213
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.65B +$80.6M 36 5.69% Increased
214
SP
Summit Partners
Massachusetts
$1.64B -$52.1M 3 59.98% Reduced
215
Wolverine Trading
Wolverine Trading
Illinois
$1.63B +$1.03B 40 1.71% Increased
216
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.62B -$139M 8 35.25% Reduced
217
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.62B -$64.8M 4 7.36% Reduced
218
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.61B -$37.2M 34 5.24% Reduced
219
Calamos Advisors
Calamos Advisors
Illinois
$1.56B -$62M 9 7.57% Reduced
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.54B +$21M 20 9.17% Increased
221
Appaloosa LP
Appaloosa LP
New Jersey
$1.53B -$37.3M 6 26.36% Reduced
222
Harris Associates
Harris Associates
Illinois
$1.52B -$461M 5 2.63% Reduced
223
Rathbones Group
Rathbones Group
United Kingdom
$1.52B +$18.5M 14 9.79% Increased
224
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.51B -$59.6M 27 5.65% Reduced
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.51B +$89.3M 4 12.71% Increased