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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
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$2.01B +$399M 23 11.94% Increased
252
M&T Bank
M&T Bank
New York
$1.99B +$91.2M 36 6.4% Increased
253
Macquarie Group
Macquarie Group
Australia
$1.99B -$4.61B 27 8.7% Reduced
254
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.98B -$2.09M 3 8.72% Reduced
255
Swiss Life Asset Management
Swiss Life Asset Management
$1.96B -$73.6M 36 10.01% Reduced
256
Clear Street
Clear Street
New York
$1.96B -$8.99M 9 7.28% Reduced
257
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.96B -$139M 8 13.59% Reduced
258
CIP
CAS Investment Partners
Connecticut
$1.95B -$104M 1 83.25% Reduced
259
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.94B +$84.8M 78 6.41% Increased
260
Czech National Bank
Czech National Bank
Czech Republic
$1.93B +$80.4M 14 12.53% Increased
261
FAM
Foxhaven Asset Management
Virginia
$1.91B +$505M 5 47.12% Increased
262
AGF Management
AGF Management
Ontario, Canada
$1.9B -$193M 12 8.26% Reduced
263
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.9B +$394M 5 41.43% Increased
264
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.88B -$84M 3 13.82% Reduced
265
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.88B +$638M 66 6.81% Increased
266
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.85B -$47.1M 40 9.38% Reduced
267
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.83B +$472M 36 4.68% Increased
268
Commerce Bank
Commerce Bank
Missouri
$1.82B +$9.12M 22 10.03% Increased
269
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.81B -$115M 12 13.62% Reduced
270
Jones Financial Companies
Jones Financial Companies
Missouri
$1.8B +$195M 92 1.1% Increased
271
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.8B +$93.6M 60 6.87% Increased
272
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.78B -$24M 2 17.95% Reduced
273
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.76B +$40M 14 10.86% Increased
274
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.76B +$453M 12 10.52% Increased
275
Xponance
Xponance
Pennsylvania
$1.75B +$48.6M 32 13.1% Increased