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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.79B +$264M 46 8.78% Increased
202
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.74B +$1.17M 20 9.1% Increased
203
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.71B -$1.77M 46 8.68% Reduced
204
Durable Capital Partners
Durable Capital Partners
Maryland
$2.71B +$259M 6 20.1% Increased
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.65B +$361M 37 4.44% Increased
206
Alkeon Capital Management
Alkeon Capital Management
New York
$2.62B -$307M 8 3.85% Reduced
207
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.62B -$6.55M 36 8.71% Reduced
208
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$2.6B -$142M 4 84.75% Reduced
209
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.59B +$6.66M 28 7.51% Increased
210
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.59B +$80.3M 32 9.52% Increased
211
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.59B +$6.78M 1 8.23% Increased
212
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.57B +$35.1M 33 5.23% Increased
213
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.56B +$107M 19 7.63% Increased
214
Rathbones Group
Rathbones Group
United Kingdom
$2.55B +$58.7M 12 10.34% Increased
215
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$2.51B +$52.5M 25 13% Increased
216
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$2.43B +$656M 6 10.43% Increased
217
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$2.41B +$535M 4 93.24% Increased
218
Appaloosa LP
Appaloosa LP
New Jersey
$2.39B -$234M 5 32.41% Reduced
219
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.38B +$246M 30 8.66% Increased
220
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.36B +$351M 16 10.2% Increased
221
Resona Asset Management
Resona Asset Management
Japan
$2.35B -$112M 21 11.16% Reduced
222
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$2.34B +$303M 7 49.56% Increased
223
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.33B +$6.78M 9 9.61% Increased
224
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.33B +$44.7M 5 11.84% Increased
225
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.33B +$9.61M 41 5.51% Increased