← 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
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.47B +$171M 30 3.32% Increased
252
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.45B -$31.7M 14 10.5% Reduced
253
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.45B -$66.9M 25 7.57% Reduced
254
UniSuper Management
UniSuper Management
Australia
$1.45B +$141M 22 12.02% Increased
255
Första AP-fonden
Första AP-fonden
Sweden
$1.44B -$111M 16 12.74% Reduced
256
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.43B +$39.2M 19 7.27% Increased
257
CIBC World Markets
CIBC World Markets
New York
$1.42B +$205M 19 9.3% Increased
258
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.42B +$93.5M 4 12.3% Increased
259
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.4B +$289M 12 36.84% Increased
260
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.39B -$75.3M 1 18.26% Reduced
261
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.39B +$598M 14 7.93% Increased
262
SP
Summit Partners
Massachusetts
$1.38B $0 3 82.19% Maintained
263
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.38B -$18.1M 2 10.41% Reduced
264
Scotia Capital
Scotia Capital
Ontario, Canada
$1.37B +$47.7M 15 8.04% Increased
265
Harris Associates
Harris Associates
Illinois
$1.33B +$3.89M 6 2.25% Increased
266
Squarepoint
Squarepoint
New York
$1.33B -$272M 76 2.19% Reduced
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.32B +$610K 35 8.7% Increased
268
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$1.31B +$312M 8 27.97% Increased
269
Xponance
Xponance
Pennsylvania
$1.31B +$5.35M 20 13.35% Increased
270
Credit Agricole
Credit Agricole
France
$1.3B +$563M 36 6.99% Increased
271
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.3B -$45.2M 8 9.71% Reduced
272
DSM Capital Partners
DSM Capital Partners
Florida
$1.29B +$371M 5 18.7% Increased
273
Aristotle Capital Management
Aristotle Capital Management
California
$1.29B -$6.14M 3 2.5% Reduced
274
Maverick Capital
Maverick Capital
Texas
$1.27B -$460M 13 24.07% Reduced
275
Cresset Asset Management
Cresset Asset Management
Illinois
$1.26B +$201M 44 5.31% Increased