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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
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.05B +$1.22B 39 4.52% Increased
227
UniSuper Management
UniSuper Management
Australia
$2.03B +$39.4M 20 14.55% Increased
228
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$2.02B +$223M 24 12.04% Increased
229
Jane Street
Jane Street
New York
$2.01B -$529M 110 0.44% Reduced
230
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.01B +$99.1M 27 5.74% Increased
231
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.01B +$69.6M 44 12.26% Increased
232
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2B -$9.25M 9 14.25% Reduced
233
Axiom Investors
Axiom Investors
Connecticut
$1.96B -$75.1M 8 14.47% Reduced
234
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.94B -$22.2M 17 6.15% Reduced
235
Wellcome Trust
Wellcome Trust
United Kingdom
$1.93B -$196M 3 23.29% Reduced
236
Two Sigma Investments
Two Sigma Investments
New York
$1.92B -$384M 84 4.18% Reduced
237
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.91B +$586M 50 2.85% Increased
238
Första AP-fonden
Första AP-fonden
Sweden
$1.88B +$55M 17 13.33% Increased
239
CF
Corebridge Financial
Texas
$1.85B -$51.8M 76 10.02% Reduced
240
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.85B +$187M 35 8.25% Increased
241
SP
Summit Partners
Massachusetts
$1.85B -$214M 3 82.73% Reduced
242
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.83B -$22M 41 6.12% Reduced
243
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.83B -$58.8M 4 31.88% Reduced
244
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.82B +$29.4M 75 7.06% Increased
245
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.81B +$202M 8 21.47% Increased
246
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.78B +$1.41B 31 4.35% Increased
247
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.77B -$129M 8 7.72% Reduced
248
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.74B +$430M 62 7.87% Increased
249
Scotia Capital
Scotia Capital
Ontario, Canada
$1.74B +$70.5M 15 9.15% Increased
250
Durable Capital Partners
Durable Capital Partners
Maryland
$1.73B +$284M 6 14.11% Increased