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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
251
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.35B +$55.7M 6 19.68% Increased
252
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.35B -$17.1M 35 5.43% Reduced
253
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.34B +$29.4M 35 7.88% Increased
254
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.33B -$89.1M 6 6.47% Reduced
255
M&T Bank
M&T Bank
New York
$1.32B -$191M 37 5.96% Reduced
256
M&G Investment Management
M&G Investment Management
United Kingdom
$1.32B +$172M 25 3.14% Increased
257
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.31B -$92.6M 21 7.45% Reduced
258
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.31B -$118M 29 7.22% Reduced
259
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.3B +$21.1M 47 10.59% Increased
260
CA
Capitolis Advisors
New York
$1.3B +$580M 11 11.79% Increased
261
London Company of Virginia
London Company of Virginia
Virginia
$1.29B -$6.56M 4 7.1% Reduced
262
Parnassus Investments
Parnassus Investments
California
$1.29B +$55.6M 4 2.72% Increased
263
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.28B +$29.3M 26 7.59% Increased
264
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.25B +$1.27B 2 3.45% Increased
265
Nomura Holdings
Nomura Holdings
Japan
$1.24B +$160M 43 3.07% Increased
266
Penserra Capital Management
Penserra Capital Management
California
$1.23B -$192M 74 25.52% Reduced
267
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.22B +$5.41M 18 11.3% Increased
268
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.22B -$32.2M 51 6.04% Reduced
269
DnB Asset Management
DnB Asset Management
Norway
$1.22B +$1.2M 19 7.92% Increased
270
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.22B +$343M 30 10.5% Increased
271
Vontobel Holding
Vontobel Holding
Switzerland
$1.21B +$17.5M 39 10.7% Increased
272
SG Americas Securities
SG Americas Securities
New York
$1.18B -$1.94B 83 5.52% Reduced
273
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.18B +$20.4M 22 6.09% Increased
274
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.17B -$21.4M 15 12.15% Reduced
275
Commerce Bank
Commerce Bank
Missouri
$1.16B +$25.2M 20 8.21% Increased