← 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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.21B +$592M 9 10.36% Increased
252
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.21B +$153M 24 9.9% Increased
253
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.21B +$10.8M 52 1.36% Increased
254
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.19B +$101M 29 8.63% Increased
255
London Company of Virginia
London Company of Virginia
Virginia
$1.18B -$196M 5 6.63% Reduced
256
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$1.16B -$206M 9 34.06% Reduced
257
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.15B -$97.5M 8 41.2% Reduced
258
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.15B +$155M 1 17.51% Increased
259
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.15B +$262M 31 3.26% Increased
260
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.14B +$109M 27 3.42% Increased
261
Candriam SCA
Candriam SCA
Luxembourg
$1.13B +$20.6M 17 7.82% Increased
262
TMC
Toyota Motor Corp
Japan
$1.13B $0 2 60.93% Maintained
263
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.12B -$47.2M 2 8.09% Reduced
264
MCMC
Matrix Capital Management Company
New Hampshire
$1.11B $0 1 11.47% Maintained
265
Xponance
Xponance
Pennsylvania
$1.11B +$7.71M 20 13.3% Increased
266
Scotia Capital
Scotia Capital
Ontario, Canada
$1.1B -$4.54M 14 7.09% Reduced
267
UniSuper Management
UniSuper Management
Australia
$1.09B -$24.6M 19 12.06% Reduced
268
Everett Harris & Co
Everett Harris & Co
California
$1.09B -$6.33M 5 15.56% Reduced
269
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.08B -$59.8M 8 24.9% Reduced
270
SCGE Management
SCGE Management
California
$1.08B -$90.1M 6 24.06% Reduced
271
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.08B -$51.7M 15 12.54% Reduced
272
PineBridge Investments
PineBridge Investments
New York
$1.08B +$105M 16 9.95% Increased
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.05B -$263M 32 7.85% Reduced
274
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.05B -$39.6M 3 6.57% Reduced
275
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.03B -$242M 5 10.48% Reduced