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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
Blackhill Capital
Blackhill Capital
New Jersey
$1.29B -$9.6M 3 73.98% Reduced
252
Harris Associates
Harris Associates
Illinois
$1.28B -$489M 6 2.07% Reduced
253
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.28B +$556K 29 2.94% Increased
254
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.27B +$36.2M 25 8.78% Increased
255
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.24B +$178M 4 12.18% Increased
256
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.23B -$149M 13 6.81% Reduced
257
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.22B -$7.77M 52 1.25% Reduced
258
D1 Capital Partners
D1 Capital Partners
New York
$1.22B -$75.6M 2 18.52% Reduced
259
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.22B -$443M 6 28.16% Reduced
260
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.21B -$17.4M 18 6.08% Reduced
261
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.21B +$9.71M 10 9.14% Increased
262
Krane Funds Advisors
Krane Funds Advisors
New York
$1.2B +$34.2M 11 49.25% Increased
263
TMC
Toyota Motor Corp
Japan
$1.17B $0 2 67.83% Maintained
264
Scotia Capital
Scotia Capital
Ontario, Canada
$1.17B +$57.9M 16 6.95% Increased
265
SCGE Management
SCGE Management
California
$1.16B +$48M 6 22.04% Increased
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.16B -$46.6M 29 7.93% Reduced
267
AIM
Allen Investment Management
New York
$1.16B +$417M 12 14.52% Increased
268
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.15B +$99.4M 5 10.5% Increased
269
Candriam SCA
Candriam SCA
Luxembourg
$1.14B +$43.9M 18 7.28% Increased
270
Xponance
Xponance
Pennsylvania
$1.14B +$22.5M 21 11.93% Increased
271
Holocene Advisors
Holocene Advisors
New York
$1.13B -$260M 19 4.16% Reduced
272
UniSuper Management
UniSuper Management
Australia
$1.12B +$51.9M 22 10.69% Increased
273
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.11B -$295M 13 5.82% Reduced
274
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.11B -$796K 11 34.39% Reduced
275
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.1B +$31.6M 10 10.38% Increased