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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
M&T Bank
M&T Bank
New York
$1.69B -$68.4M 32 5.79% Reduced
252
ING Group
ING Group
Netherlands
$1.68B +$313M 20 10.22% Increased
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67B +$95.3M 40 8.85% Increased
254
CIBC World Markets
CIBC World Markets
New York
$1.66B +$310M 36 10.41% Increased
255
CIP
CAS Investment Partners
Connecticut
$1.66B -$209M 1 80.82% Reduced
256
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.66B +$8.15M 37 5.03% Increased
257
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.65B -$246M 21 9.59% Reduced
258
SHIM
Spruce House Investment Management
New York
$1.64B +$4.53M 4 60.57% Increased
259
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.63B +$6.69M 78 7.33% Increased
260
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$1.62B +$271M 4 90.89% Increased
261
Clear Street
Clear Street
New York
$1.62B +$202M 5 6.47% Increased
262
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.62B +$24.8M 9 6.78% Increased
263
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.61B -$123M 17 8.43% Reduced
264
TMC
Toyota Motor Corp
Japan
$1.6B $0 2 49.94% Maintained
265
Generation Investment Management
Generation Investment Management
United Kingdom
$1.59B -$819M 3 10.11% Reduced
266
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.59B -$224M 39 3.95% Reduced
267
Skye Global Management
Skye Global Management
Florida
$1.59B +$123M 8 27.65% Increased
268
Commerce Bank
Commerce Bank
Missouri
$1.54B +$2.74M 23 9.11% Increased
269
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$1.54B +$78.1M 7 11.89% Increased
270
GQG Partners
GQG Partners
Florida
$1.54B -$570M 5 2.19% Reduced
271
BFMH
Baring Fintech Manager Holding
Guernsey
$1.53B $0 1 100% Maintained
272
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.53B +$71.7M 5 11.22% Increased
273
Comerica Bank
Comerica Bank
Texas
$1.5B -$9.04M 52 5.8% Reduced
274
Czech National Bank
Czech National Bank
Czech Republic
$1.49B +$81.8M 13 11.63% Increased
275
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49B +$167M 58 6.54% Increased