← 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
251
TPSF
Texas Permanent School Fund
Texas
$417M -$14M 15 4.58% Reduced
252
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$414M -$20.4M 4 4.57% Reduced
253
Sentry Investments
Sentry Investments
Ontario, Canada
$413M -$120M 2 5.17% Reduced
254
MSA
Mason Street Advisors
Wisconsin
$411M +$1.13M 24 2.88% Increased
255
PGP
Prescott General Partners
Florida
$411M +$237K 3 25.15% Increased
256
GTP
Global Thematic Partners
New York
$409M +$80.8M 3 6.44% Increased
257
Nuveen
Nuveen
North Carolina
$409M +$39.6M 19 2.3% Increased
258
H
Hexavest
Quebec, Canada
$405M +$9.12M 3 6.06% Increased
259
TSU
TD Securities (USA)
New York
$404M +$26.4M 7 5.79% Increased
260
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$403M -$69.6M 14 2.62% Reduced
261
Glenmede Trust
Glenmede Trust
Pennsylvania
$402M -$24.6M 19 3.15% Reduced
262
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$401M +$112M 8 7.83% Increased
263
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$399M +$279M 1 5.33% Increased
264
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$398M +$279M 8 1.53% Increased
265
Riverbridge Partners
Riverbridge Partners
Minnesota
$395M +$25M 6 7.35% Increased
266
Select Equity Group
Select Equity Group
New York
$394M +$41.9M 4 3.69% Increased
267
Polar Capital
Polar Capital
United Kingdom
$391M +$21.2M 6 7.63% Increased
268
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$389M +$5.04M 16 4.65% Increased
269
PIM
Platinum Investment Management
Australia
$387M +$29.5M 10 7.41% Increased
270
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$386M -$12.2M 11 5.3% Reduced
271
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$383M -$34.9M 18 4.35% Reduced
272
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$382M -$36.5M 7 24.78% Reduced
273
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$378M -$23M 6 5.09% Reduced
274
NMC
NEA Management Company
Maryland
$377M -$72.3M 2 18.27% Reduced
275
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$373M +$9.22M 13 4.7% Increased