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 |
Alkeon Capital Management
New York
| $2.23B | -$93.2M | 8 | 3.74% | Reduced |
|
| 227 |
Teacher Retirement System of Texas
Austin,
Texas
| $2.22B | -$28.2M | 39 | 9.26% | Reduced |
|
| 228 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| $2.2B | +$33.4M | 21 | 10.97% | Increased |
|
| 229 |
AustralianSuper
Melbourne,
Australia
| $2.18B | -$331M | 12 | 11.39% | Reduced |
|
| 230 |
First Beijing Investment Ltd
Hong Kong
| $2.14B | +$28.7M | 7 | 92.38% | Increased |
|
| 231 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $2.13B | +$127M | 32 | 8.97% | Increased |
|
| 232 |
First Manhattan
New York
| $2.12B | +$145M | 14 | 5.87% | Increased |
|
| 233 |
Skye Global Management
West Palm Beach,
Florida
| $2.11B | +$198M | 7 | 42.15% | Increased |
|
| 234 |
Commerce Bank
Kansas City,
Missouri
| $2.08B | +$406M | 21 | 10.06% | Increased |
|
| 235 |
Aspex Management (HK)
Central,
Hong Kong
| $2.06B | +$764M | 7 | 29.91% | Increased |
|
| 236 |
CI Investments Inc
Toronto,
Ontario, Canada
| $2.06B | -$79M | 15 | 9.97% | Reduced |
|
| 237 |
Vontobel Holding
Zurich,
Switzerland
| $2.06B | -$189M | 35 | 7.07% | Reduced |
|
| 238 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $2.04B | +$376M | 17 | 11.18% | Increased |
|
| 239 |
KeyBank National Association
Cleveland,
Ohio
| $2.04B | +$12.1M | 22 | 7.44% | Increased |
|
| 240 |
Swiss Life Asset Management
Zurich,
| $2.02B | +$196M | 32 | 9.88% | Increased |
|
| 241 |
Natixis
Paris,
France
| $2.02B | +$978M | 27 | 7.21% | Increased |
|
| 242 |
Coatue Management
New York
| $2B | -$1.56B | 6 | 6.87% | Reduced |
|
| 243 |
Uber
San Francisco,
California
| $1.98B | $0 | 2 | 54.93% | Maintained |
|
| 244 |
Fjarde Ap-fonden
Stockholm,
Sweden
| $1.97B | +$778M | 17 | 10.76% | Increased |
|
| 245 |
Scotia Capital
Toronto,
Ontario, Canada
| $1.97B | +$27.4M | 14 | 8.1% | Increased |
|
| 246 |
Greenoaks Capital Partners
Orinda,
California
| $1.94B | +$289M | 5 | 84.57% | Increased |
|
| 247 |
Generation Investment Management
London,
United Kingdom
| $1.94B | +$640M | 4 | 17.39% | Increased |
|
| 248 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| $1.94B | +$98.4M | 3 | 9.45% | Increased |
|
| 249 |
AMF Tjänstepension
Stockholm,
Sweden
| $1.93B | +$85.6M | 5 | 12.83% | Increased |
|
| 250 |
Durable Capital Partners
Bethesda,
Maryland
| $1.92B | -$127M | 6 | 19.79% | Reduced |
|