← All themes

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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$944M -$795K 46 9.12% Reduced
227
Acadian Asset Management
Acadian Asset Management
Massachusetts
$937M +$210K 35 4.62% Increased
228
Cerity Partners
Cerity Partners
New York
$930M +$450M 26 5.96% Increased
229
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$927M -$3.33M 70 7.31% Reduced
230
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$922M +$91M 3 6.01% Increased
231
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$911M +$15.8M 27 4.58% Increased
232
Första AP-fonden
Första AP-fonden
Sweden
$909M +$139M 16 10.26% Increased
233
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$899M +$30.9M 33 6.87% Increased
234
Amalgamated Bank
Amalgamated Bank
New York
$892M -$3.76M 82 7.95% Reduced
235
NMO
Newlands Management Operations
Texas
$891M +$939M 6 23.44% New
236
Carmignac Gestion
Carmignac Gestion
France
$885M +$24.9M 12 15.98% Increased
237
Glenmede Trust
Glenmede Trust
Pennsylvania
$877M -$23M 16 5.14% Reduced
238
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$873M -$21M 1 5.17% Reduced
239
Harding Loevner
Harding Loevner
New Jersey
$872M -$60M 6 5.03% Reduced
240
TMC
Toyota Motor Corp
Japan
$870M $0 2 72.99% Maintained
241
Commerce Bank
Commerce Bank
Missouri
$859M -$7.52M 20 6.98% Reduced
242
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$857M -$30.2M 17 10.59% Reduced
243
Farallon Capital Management
Farallon Capital Management
California
$847M +$57.4M 6 5% Increased
244
CIBC World Markets
CIBC World Markets
New York
$847M +$464M 19 5.7% Increased
245
EVCM
Emerging Variant Capital Management
New York
$846M +$178K 1 93.47% Increased
246
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$843M +$217M 36 4.85% Increased
247
Squarepoint
Squarepoint
New York
$841M +$588M 79 3.32% Increased
248
Dragoneer Investment Group
Dragoneer Investment Group
California
$826M +$88.5M 5 25.59% Increased
249
Jensen Investment Management
Jensen Investment Management
Oregon
$822M +$46.9M 4 6.43% Increased
250
Voloridge Investment Management
Voloridge Investment Management
Florida
$820M +$174M 44 4.57% Increased