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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
Resona Asset Management
Resona Asset Management
Japan
$2.36B -$98.3M 22 11.33% Reduced
227
CI Investments Inc
CI Investments Inc
Ontario, Canada
$2.32B -$122M 16 10.17% Reduced
228
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26B +$82.4M 33 7.57% Increased
229
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$2.24B -$427M 4 75.01% Reduced
230
D1 Capital Partners
D1 Capital Partners
New York
$2.22B +$832M 4 20.75% Increased
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.22B -$47M 22 10.78% Reduced
232
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.21B +$491M 19 12.81% Increased
233
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.21B -$17.4M 32 8.54% Reduced
234
Wellcome Trust
Wellcome Trust
United Kingdom
$2.2B $0 3 23.64% Maintained
235
UniSuper Management
UniSuper Management
Australia
$2.19B +$75M 18 13.11% Increased
236
Viking Global Investors
Viking Global Investors
Connecticut
$2.18B +$608M 5 5.79% Increased
237
KeyBank National Association
KeyBank National Association
Ohio
$2.17B -$2.81M 23 7.79% Reduced
238
First Manhattan
First Manhattan
New York
$2.15B +$29.8M 15 5.65% Increased
239
Skye Global Management
Skye Global Management
Florida
$2.15B +$210M 5 39.57% Increased
240
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$2.14B +$154M 22 11.3% Increased
241
Calamos Advisors
Calamos Advisors
Illinois
$2.12B -$93.1M 13 7.95% Reduced
242
Scotia Capital
Scotia Capital
Ontario, Canada
$2.12B +$34.4M 16 8.53% Increased
243
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.11B -$77M 42 11.46% Reduced
244
HA
HHLR Advisors
Cayman Islands
$2.1B +$528M 6 67.64% Increased
245
Första AP-fonden
Första AP-fonden
Sweden
$2.1B -$15M 17 12.5% Reduced
246
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.07B -$489M 15 6.36% Reduced
247
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.07B +$37.5M 5 12.81% Increased
248
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.06B -$13.3M 73 1.3% Reduced
249
MetLife Investment Management
MetLife Investment Management
New Jersey
$2.05B -$56.3M 60 9.91% Reduced
250
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.04B +$2.22M 43 5.39% Increased