← 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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.75B +$8.3M 20 8.99% Increased
227
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.74B +$143M 6 25.86% Increased
228
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.72B +$328M 11 8.11% Increased
229
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.67B +$20.5M 45 11.18% Increased
230
TC
Tairen Capital
Hong Kong
$1.66B +$948M 4 59.42% Increased
231
CF
Corebridge Financial
Texas
$1.65B +$1.52B 78 9.05% New
232
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.61B +$416M 40 2.82% Increased
233
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.61B -$210M 28 5.17% Reduced
234
Harding Loevner
Harding Loevner
New Jersey
$1.6B +$84.8M 7 8.82% Increased
235
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.59B -$29.4M 6 36.65% Reduced
236
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.57B +$67M 29 8.94% Increased
237
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.56B +$322M 5 29.77% Increased
238
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.55B -$24.3M 38 5.74% Reduced
239
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.55B +$1.72M 77 9.76% Increased
240
Third Point
Third Point
New York
$1.55B +$475M 3 17.73% Increased
241
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.55B +$165M 26 9.34% Increased
242
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.54B -$30.8M 17 5.03% Reduced
243
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.53B -$27.7M 1 8.51% Reduced
244
Natixis
Natixis
France
$1.53B -$122M 31 8.73% Reduced
245
Comerica Bank
Comerica Bank
Texas
$1.51B -$34.7M 51 6.28% Reduced
246
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.49B +$304M 30 9.35% Increased
247
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.49B +$100M 5 13.2% Increased
248
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.49B +$30.5M 6 8.63% Increased
249
Commerce Bank
Commerce Bank
Missouri
$1.48B -$9.28M 21 9.56% Reduced
250
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.47B +$76.8M 59 1.45% Increased