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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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.13B +$37.1M 34 8.18% Increased
227
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.13B +$88.6M 40 6.13% Increased
228
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.13B +$516M 53 2.83% Increased
229
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.13B -$9.45M 67 8.84% Reduced
230
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.13B -$76.6M 12 7.16% Reduced
231
Boston Partners
Boston Partners
Massachusetts
$1.13B +$631M 19 1.55% Increased
232
Amalgamated Bank
Amalgamated Bank
New York
$1.11B +$10M 81 9.44% Increased
233
Carmignac Gestion
Carmignac Gestion
France
$1.09B +$85.3M 11 18.21% Increased
234
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.07B $0 1 6.76% Maintained
235
Commerce Bank
Commerce Bank
Missouri
$1.07B +$5.4M 23 8.4% Increased
236
Candriam SCA
Candriam SCA
Luxembourg
$1.04B -$73.1M 22 7.25% Reduced
237
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.03B -$34.4M 12 5.87% Reduced
238
Första AP-fonden
Första AP-fonden
Sweden
$1.03B -$94.6M 19 12.15% Reduced
239
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1,000M -$138M 11 57.81% Reduced
240
Veritas Asset Management
Veritas Asset Management
United Kingdom
$993M +$52.2M 3 7.34% Increased
241
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$992M -$70.3M 8 6.12% Reduced
242
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$985M -$64.6M 15 12.05% Reduced
243
Axiom Investors
Axiom Investors
Connecticut
$967M +$297M 9 15.93% Increased
244
WPL
WINDACRE PARTNERSHIP LLC
Texas
$957M +$81.6M 1 20.44% Increased
245
Jensen Investment Management
Jensen Investment Management
Oregon
$951M -$32.5M 4 7.5% Reduced
246
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$944M +$35.4M 65 1.32% Increased
247
Viking Global Investors
Viking Global Investors
Connecticut
$942M -$661M 3 4.42% Reduced
248
Everett Harris & Co
Everett Harris & Co
California
$937M -$10.9M 5 15.19% Reduced
249
Pacer Advisors
Pacer Advisors
Pennsylvania
$936M +$494M 28 4% Increased
250
ING Group
ING Group
Netherlands
$922M -$223M 18 8.95% Reduced