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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
Appaloosa LP
Appaloosa LP
New Jersey
$1.92B +$392M 5 32.37% Increased
252
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.92B +$22M 68 1.18% Increased
253
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$1.92B +$1.1B 51 5.68% Increased
254
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.91B -$148M 22 10.09% Reduced
255
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.91B +$6.55M 40 4.92% Increased
256
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.89B -$67.1M 41 11.06% Reduced
257
Czech National Bank
Czech National Bank
Czech Republic
$1.85B +$56.3M 14 12.16% Increased
258
Tidal Investments
Tidal Investments
Wisconsin
$1.85B +$747M 43 3.9% Increased
259
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.85B -$51.4M 59 9.43% Reduced
260
Wellcome Trust
Wellcome Trust
United Kingdom
$1.85B $0 3 22.84% Maintained
261
M&T Bank
M&T Bank
New York
$1.83B -$22.3M 30 5.98% Reduced
262
Clear Street
Clear Street
New York
$1.83B +$28.9M 7 7.42% Increased
263
UniSuper Management
UniSuper Management
Australia
$1.81B -$218M 18 11.86% Reduced
264
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.78B +$184M 65 6.41% Increased
265
Xponance
Xponance
Pennsylvania
$1.78B +$167M 30 12.64% Increased
266
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.76B -$29.6M 65 6.36% Reduced
267
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.76B +$378M 48 8.73% Increased
268
Soroban Capital Partners
Soroban Capital Partners
New York
$1.74B +$538M 1 3.36% Increased
269
Life Cycle Investment Partners
Life Cycle Investment Partners
$1.73B +$352M 6 11.03% Increased
270
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.72B +$76M 2 16.81% Increased
271
Alyeska Investment Group
Alyeska Investment Group
Illinois
$1.72B -$594M 15 4.85% Reduced
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7B -$2.42M 36 8.66% Reduced
273
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.7B -$128M 81 6.28% Reduced
274
USS Investment Management
USS Investment Management
United Kingdom
$1.68B +$277M 20 6.59% Increased
275
Candriam SCA
Candriam SCA
Luxembourg
$1.64B +$64M 20 8.54% Increased