← 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
SG Americas Securities
SG Americas Securities
New York
$2.29B -$1.77B 71 7.73% Reduced
227
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.27B +$234M 49 2.88% Increased
228
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.27B +$1.47B 43 3.79% Increased
229
Wellcome Trust
Wellcome Trust
United Kingdom
$2.25B $0 3 24.53% Maintained
230
Two Sigma Investments
Two Sigma Investments
New York
$2.18B -$399M 73 3.25% Reduced
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.17B -$20M 21 10.42% Reduced
232
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.16B -$86.1M 33 8.59% Reduced
233
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.12B -$183M 50 8.52% Reduced
234
Calamos Advisors
Calamos Advisors
Illinois
$2.12B -$18.2M 14 7.81% Reduced
235
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.1B -$218M 32 7.71% Reduced
236
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$2.09B +$303M 9 27.56% Increased
237
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.08B -$3.64M 42 11.11% Reduced
238
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.06B -$1.94M 7 12.06% Reduced
239
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.05B -$80.3M 5 13% Reduced
240
KeyBank National Association
KeyBank National Association
Ohio
$2.05B -$26.3M 22 7.2% Reduced
241
First Manhattan
First Manhattan
New York
$2.04B +$1.35M 15 5.38% Increased
242
AGF Management
AGF Management
Ontario, Canada
$2.03B +$514M 16 8.95% Increased
243
UniSuper Management
UniSuper Management
Australia
$2.02B +$55.7M 20 12.38% Increased
244
Första AP-fonden
Första AP-fonden
Sweden
$2.02B +$82.3M 17 11.96% Increased
245
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.01B +$1.57B 60 9.65% Increased
246
Scotia Capital
Scotia Capital
Ontario, Canada
$1.98B +$67M 18 8.44% Increased
247
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.98B +$31.8M 56 1.32% Increased
248
HA
HHLR Advisors
Cayman Islands
$1.94B +$377M 8 47.33% Increased
249
Swiss Life Asset Management
Swiss Life Asset Management
$1.94B +$50.4M 27 10.08% Increased
250
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.93B +$40.8M 39 5.3% Increased