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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
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.34B -$31.1M 4 12.4% Reduced
227
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.34B +$8.52M 63 9.79% Increased
228
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.32B -$34.3M 1 9.49% Reduced
229
SCGE Management
SCGE Management
California
$1.31B -$365M 7 30.96% Reduced
230
Viking Global Investors
Viking Global Investors
Connecticut
$1.31B +$168M 6 5.37% Increased
231
Appaloosa LP
Appaloosa LP
New Jersey
$1.3B +$762M 6 24.18% Increased
232
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29B -$63.3M 20 5.99% Reduced
233
Holocene Advisors
Holocene Advisors
New York
$1.28B +$688M 19 5.46% Increased
234
Amalgamated Bank
Amalgamated Bank
New York
$1.28B -$25.4M 72 10.33% Reduced
235
Commerce Bank
Commerce Bank
Missouri
$1.26B -$9.66M 20 9.46% Reduced
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25B -$67.6M 31 8.59% Reduced
237
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.24B +$302M 6 12.9% Increased
238
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.21B -$491M 49 3.61% Reduced
239
Första AP-fonden
Första AP-fonden
Sweden
$1.21B -$6.25M 19 13.02% Reduced
240
Magellan Asset Management
Magellan Asset Management
Australia
$1.21B +$123M 5 10.76% Increased
241
INTECH Investment Management
INTECH Investment Management
Florida
$1.2B -$343M 21 12.37% Reduced
242
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.17B -$102M 7 6.93% Reduced
243
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.16B +$110M 9 7.36% Increased
244
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.14B -$20.5M 14 13.4% Reduced
245
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.12B +$3.51M 57 1.45% Increased
246
CIBC World Markets
CIBC World Markets
New York
$1.11B +$381M 15 9.03% Increased
247
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.11B -$14.7M 3 7.92% Reduced
248
Everett Harris & Co
Everett Harris & Co
California
$1.09B -$9.96M 5 16.55% Reduced
249
Candriam SCA
Candriam SCA
Luxembourg
$1.09B -$178M 17 7.88% Reduced
250
Jensen Investment Management
Jensen Investment Management
Oregon
$1.07B +$7.72M 4 7.87% Increased