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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
TMC
Toyota Motor Corp
Japan
$1.07B $0 2 63.35% Maintained
252
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.07B -$17.6M 15 6.1% Reduced
253
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.05B +$12.1M 52 1.36% Increased
254
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.03B -$5.62M 3 7.43% Reduced
255
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.02B -$66.3M 7 6.92% Reduced
256
GP
Galileo PTC
British Virgin Islands
$1.02B +$47.3M 4 30.86% Increased
257
Boston Partners
Boston Partners
Massachusetts
$1B +$45.4M 18 1.39% Increased
258
UniSuper Management
UniSuper Management
Australia
$999M +$50.1M 20 12.24% Increased
259
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$997M -$46.1M 16 12.52% Reduced
260
Veritas Asset Management
Veritas Asset Management
United Kingdom
$984M -$61.2M 3 7.41% Reduced
261
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$983M -$193M 9 38.55% Reduced
262
D1 Capital Partners
D1 Capital Partners
New York
$974M +$997M 3 14.03% Increased
263
Everett Harris & Co
Everett Harris & Co
California
$972M -$9.81M 5 15.16% Reduced
264
Bridgewater Associates
Bridgewater Associates
Connecticut
$971M +$37.4M 17 5.87% Increased
265
Xponance
Xponance
Pennsylvania
$965M +$16.4M 20 13.12% Increased
266
Scotia Capital
Scotia Capital
Ontario, Canada
$964M +$6.1M 12 6.97% Increased
267
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$962M -$98.8M 6 6.26% Reduced
268
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$951M +$98.2M 28 7.86% Increased
269
SCGE Management
SCGE Management
California
$949M -$262M 8 24.66% Reduced
270
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$935M -$34M 25 9.23% Reduced
271
MCMC
Matrix Capital Management Company
New Hampshire
$933M $0 1 11.19% Maintained
272
IFM Investors
IFM Investors
Australia
$924M +$30.4M 21 12.15% Increased
273
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$921M -$69.6M 9 23.54% Reduced
274
Magellan Asset Management
Magellan Asset Management
Australia
$918M -$235M 5 9.75% Reduced
275
Mercer Global Advisors
Mercer Global Advisors
Colorado
$915M +$13.6M 30 3.48% Increased