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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
Scotia Capital
Scotia Capital
Ontario, Canada
$1.49B +$28.2M 15 7.98% Increased
252
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.49B -$34.6M 13 10.42% Reduced
253
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.48B +$139M 4 10.92% Increased
254
Alphinity Investment Management
Alphinity Investment Management
Australia
$1.47B +$520M 3 8.7% Increased
255
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46B +$45.5M 35 9.21% Increased
256
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.43B -$41.1M 1 7.87% Reduced
257
Candriam SCA
Candriam SCA
Luxembourg
$1.43B +$60.6M 17 8.21% Increased
258
Cresset Asset Management
Cresset Asset Management
Illinois
$1.42B +$57.8M 44 5.45% Increased
259
Aristotle Capital Management
Aristotle Capital Management
California
$1.42B -$717K 3 2.58% Reduced
260
WPL
WINDACRE PARTNERSHIP LLC
Texas
$1.4B +$63.3M 1 18.65% Increased
261
Xponance
Xponance
Pennsylvania
$1.4B +$14M 23 13.51% Increased
262
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.38B -$175M 4 12.99% Reduced
263
Durable Capital Partners
Durable Capital Partners
Maryland
$1.37B +$152M 4 9.99% Increased
264
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.36B -$150M 4 11.51% Reduced
265
Krane Funds Advisors
Krane Funds Advisors
New York
$1.35B -$64M 12 48.7% Reduced
266
Nissay Asset Management
Nissay Asset Management
Japan
$1.35B +$152M 19 8.54% Increased
267
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.34B +$11.3M 14 12.09% Increased
268
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.33B +$40.7M 2 23.54% Increased
269
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.33B +$165M 16 6.34% Increased
270
Amalgamated Bank
Amalgamated Bank
New York
$1.32B +$35.6M 68 10.9% Increased
271
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.32B +$110M 34 4.81% Increased
272
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.32B -$467M 9 5.35% Reduced
273
CIBC World Markets
CIBC World Markets
New York
$1.32B -$171M 19 9.53% Reduced
274
BI
BlueSpruce Investments
Illinois
$1.32B +$204M 4 24.33% Increased
275
TMC
Toyota Motor Corp
Japan
$1.31B $0 2 65.88% Maintained