← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$585M +$6.63M 16 3.97% Increased
252
GQG Partners
GQG Partners
Florida
$579M +$23.5M 5 13.83% Increased
253
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$576M +$25.5M 13 3.53% Increased
254
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$570M -$149M 10 3.64% Reduced
255
MetLife Investment Management
MetLife Investment Management
New Jersey
$567M -$24.1M 25 6.69% Reduced
256
Marsico Capital Management
Marsico Capital Management
Colorado
$562M -$27.3M 4 20.15% Reduced
257
Nuveen
Nuveen
North Carolina
$558M -$45.7M 14 3.51% Reduced
258
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555M +$85.4M 22 3.12% Increased
259
Axiom Investors
Axiom Investors
Connecticut
$553M -$114M 7 16.63% Reduced
260
Victory Capital Management
Victory Capital Management
Texas
$546M +$71.5M 23 1.16% Increased
261
Natixis Advisors
Natixis Advisors
Massachusetts
$545M -$57.2M 17 5.21% Reduced
262
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$543M -$940K 2 3.47% Reduced
263
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$540M -$33.1M 8 10.62% Reduced
264
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$536M +$147M 14 2.94% Increased
265
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$533M +$83.3M 19 2.3% Increased
266
Alphabet Inc
Alphabet Inc
California
$528M +$523M 1 44.35% New
267
Appaloosa LP
Appaloosa LP
New Jersey
$524M -$234M 2 5.97% Reduced
268
PGGM Investments
PGGM Investments
Netherlands
$515M $0 3 2.82% Maintained
269
CIBC World Market
CIBC World Market
Ontario, Canada
$514M -$58M 15 2.25% Reduced
270
Arizona State Retirement System
Arizona State Retirement System
Arizona
$513M -$2.56M 20 5.16% Reduced
271
Two Sigma Investments
Two Sigma Investments
New York
$510M -$78.2M 35 1.52% Reduced
272
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$509M -$11.4M 11 7.69% Reduced
273
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$509M -$77.9M 5 6.04% Reduced
274
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$506M -$25.1M 10 9.93% Reduced
275
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$505M +$141M 18 4.31% Increased