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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.81B +$74.5M 17 5.75% Increased
227
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.8B +$104M 32 8.57% Increased
228
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8B +$190M 28 9.71% Increased
229
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.78B -$1.54B 64 2.62% Reduced
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.77B -$16M 45 11.14% Reduced
231
CF
Corebridge Financial
Texas
$1.74B -$3.99M 77 9.3% Reduced
232
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.73B -$1.18M 27 5.13% Reduced
233
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.71B -$385M 8 7.72% Reduced
234
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.69B +$25.3M 39 5.74% Increased
235
Harding Loevner
Harding Loevner
New Jersey
$1.68B -$60.2M 7 9.66% Reduced
236
Första AP-fonden
Första AP-fonden
Sweden
$1.66B +$121M 16 12.76% Increased
237
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.64B -$26.7M 74 9.7% Reduced
238
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.62B +$55.5M 30 3.42% Increased
239
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.61B -$462M 17 5.13% Reduced
240
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.61B -$137M 8 35.59% Reduced
241
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.6B -$72.6M 23 9.6% Reduced
242
Comerica Bank
Comerica Bank
Texas
$1.58B -$33.5M 50 6.24% Reduced
243
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$1.57B +$5.59M 7 84.23% Increased
244
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.56B +$343M 8 21.87% Increased
245
Commerce Bank
Commerce Bank
Missouri
$1.55B -$17.6M 21 9.49% Reduced
246
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.54B -$14.4M 22 7.36% Reduced
247
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.52B +$12.4M 11 48.16% Increased
248
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.51B -$303M 5 22.39% Reduced
249
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.51B -$52.6M 58 1.34% Reduced
250
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.5B +$161M 35 6.94% Increased