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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
AIG
American International Group
New York
$1.49B -$20.4M 80 5.33% Reduced
227
Parnassus Investments
Parnassus Investments
California
$1.47B -$19.4M 5 3.15% Reduced
228
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.47B -$72.2M 3 11.05% Reduced
229
Harding Loevner
Harding Loevner
New Jersey
$1.46B +$517M 7 9% Increased
230
Aristotle Capital Management
Aristotle Capital Management
California
$1.46B -$1.66M 3 2.71% Reduced
231
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.45B -$42.1M 46 10.06% Reduced
232
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.45B -$66.2M 1 8.3% Reduced
233
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.45B -$74.5M 25 5.32% Reduced
234
Natixis
Natixis
France
$1.44B +$691M 24 7.5% Increased
235
Squarepoint
Squarepoint
New York
$1.44B +$208M 72 2.47% Increased
236
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.41B +$372M 19 7.12% Increased
237
Första AP-fonden
Första AP-fonden
Sweden
$1.38B +$91.5M 18 11.65% Increased
238
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.37B $0 1 18.83% Maintained
239
SP
Summit Partners
Massachusetts
$1.37B +$2.91M 3 75.53% Increased
240
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.37B -$13.2M 39 5.27% Reduced
241
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.36B -$195M 5 7.64% Reduced
242
Comerica Bank
Comerica Bank
Texas
$1.36B -$6.28M 54 5.87% Reduced
243
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.36B -$46.3M 62 9.13% Reduced
244
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.35B -$17.1M 65 8.8% Reduced
245
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.35B +$909M 14 9.77% Increased
246
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.33B +$1.3M 5 32.94% Increased
247
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.32B -$82.6M 32 8.41% Reduced
248
Wolverine Trading
Wolverine Trading
Illinois
$1.31B -$410M 40 1.33% Reduced
249
Commerce Bank
Commerce Bank
Missouri
$1.3B -$26.7M 20 8.62% Reduced
250
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.3B -$28.8M 2 9.45% Reduced