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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
226
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.47B +$186M 13 11.17% Increased
227
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.4B -$409M 52 8.82% Reduced
228
Skye Global Management
Skye Global Management
Florida
$2.38B -$33.1M 5 46.23% Reduced
229
Swiss Life Asset Management
Swiss Life Asset Management
$2.36B +$110M 35 9.75% Increased
230
Alkeon Capital Management
Alkeon Capital Management
New York
$2.34B -$35.8M 8 3.16% Reduced
231
Tidal Investments
Tidal Investments
Wisconsin
$2.34B +$281M 47 4.04% Increased
232
Commerce Bank
Commerce Bank
Missouri
$2.29B -$22M 20 10.06% Reduced
233
Life Cycle Investment Partners
Life Cycle Investment Partners
$2.29B +$360M 6 10.65% Increased
234
UniSuper Management
UniSuper Management
Australia
$2.29B +$252M 18 11.81% Increased
235
Resona Asset Management
Resona Asset Management
Japan
$2.27B -$197M 21 10.65% Reduced
236
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$2.26B +$194M 5 25.38% Increased
237
KeyBank National Association
KeyBank National Association
Ohio
$2.25B -$50.4M 22 7.39% Reduced
238
Viking Global Investors
Viking Global Investors
Connecticut
$2.24B -$313M 3 6.38% Reduced
239
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21B +$301M 63 6.75% Increased
240
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.21B -$220M 38 7.95% Reduced
241
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$2.2B +$369M 7 89.97% Increased
242
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$2.2B +$45.6M 47 5.78% Increased
243
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$2.2B +$10.1M 16 10.49% Increased
244
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$2.19B -$54.9M 5 14.35% Reduced
245
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.18B -$56.6M 19 7% Reduced
246
Calamos Advisors
Calamos Advisors
Illinois
$2.18B -$373M 10 7.24% Reduced
247
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$2.17B +$9.03M 3 9.15% Increased
248
Czech National Bank
Czech National Bank
Czech Republic
$2.17B +$96.3M 14 11.8% Increased
249
Durable Capital Partners
Durable Capital Partners
Maryland
$2.16B +$93.1M 6 21.06% Increased
250
Wellcome Trust
Wellcome Trust
United Kingdom
$2.15B $0 3 23.86% Maintained