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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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.9B -$86.5M 31 8.02% Reduced
227
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.9B -$8.91M 21 10.96% Reduced
228
HA
HHLR Advisors
Cayman Islands
$1.89B +$353M 11 53.49% Increased
229
Calamos Advisors
Calamos Advisors
Illinois
$1.88B +$16.9M 21 8.2% Increased
230
UniSuper Management
UniSuper Management
Australia
$1.87B +$48.8M 19 13.97% Increased
231
KeyBank National Association
KeyBank National Association
Ohio
$1.86B -$65.1M 21 7.46% Reduced
232
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.84B -$12.2M 64 9.92% Reduced
233
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.81B +$13.9M 44 11.55% Increased
234
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.8B -$32.6M 23 11.08% Reduced
235
Wellcome Trust
Wellcome Trust
United Kingdom
$1.8B $0 3 22.48% Maintained
236
GQG Partners
GQG Partners
Florida
$1.78B -$1.9B 7 2.83% Reduced
237
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.77B -$297M 27 4.03% Reduced
238
M&T Bank
M&T Bank
New York
$1.76B -$175M 28 6.4% Reduced
239
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75B +$144M 60 7.64% Increased
240
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.74B +$538M 34 4.08% Increased
241
BFMH
Baring Fintech Manager Holding
Guernsey
$1.68B $0 1 100% Maintained
242
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.65B +$518M 14 4.37% Increased
243
Krane Funds Advisors
Krane Funds Advisors
New York
$1.65B +$387M 12 47.37% Increased
244
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$1.65B +$4.75M 4 91.12% Increased
245
Första AP-fonden
Första AP-fonden
Sweden
$1.64B -$49.7M 17 12.43% Reduced
246
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.64B +$45M 31 3.77% Increased
247
Durable Capital Partners
Durable Capital Partners
Maryland
$1.63B -$77.1M 6 14.56% Reduced
248
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.63B -$14.3M 42 5.48% Reduced
249
CF
Corebridge Financial
Texas
$1.61B -$59.1M 76 9.28% Reduced
250
Axiom Investors
Axiom Investors
Connecticut
$1.61B -$304M 11 15.41% Reduced