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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
276
HCS
Himension Capital (Singapore)
Singapore
$816M +$142M 3 73.1% Increased
277
CFM
Coronation Fund Managers
South Africa
$814M +$15.1M 16 21.66% Increased
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$805M -$5.13M 32 6.89% Reduced
279
Empower Advisory Group
Empower Advisory Group
Colorado
$803M +$747M 10 3.61% New
280
Mercer Global Advisors
Mercer Global Advisors
Colorado
$802M +$30.3M 31 3.64% Increased
281
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$798M -$555K 7 40.92% Reduced
282
IFM Investors
IFM Investors
Australia
$789M +$19.2M 21 11.97% Increased
283
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$771M -$436M 25 2.27% Reduced
284
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$764M +$132M 6 9.58% Increased
285
MCMC
Matrix Capital Management Company
New Hampshire
$758M +$217M 1 10.29% Increased
286
FAM
Foxhaven Asset Management
Virginia
$756M -$88.3M 5 27.32% Reduced
287
General Atlantic
General Atlantic
New York
$751M -$88.4M 4 8.72% Reduced
288
USS Investment Management
USS Investment Management
United Kingdom
$750M +$6.46M 17 10.2% Increased
289
Gates Foundation Trust
Gates Foundation Trust
Washington
$744M $0 5 2.04% Maintained
290
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$732M +$22.8M 23 9.11% Increased
291
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$731M -$13.4M 15 9.87% Reduced
292
Utah Retirement Systems
Utah Retirement Systems
Utah
$728M +$3.89M 25 10.53% Increased
293
Vontobel Holding
Vontobel Holding
Switzerland
$726M -$70.6M 29 6.75% Reduced
294
Tredje AP-fonden
Tredje AP-fonden
Sweden
$719M +$31.8M 14 11.18% Increased
295
AGF Management
AGF Management
Ontario, Canada
$712M +$94.9M 10 4.89% Increased
296
Guggenheim Capital
Guggenheim Capital
Illinois
$711M +$25.3M 30 5.99% Increased
297
Rathbones Group
Rathbones Group
United Kingdom
$703M +$2.54M 12 7.18% Increased
298
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$700M +$572K 15 6.79% Increased
299
Squarepoint
Squarepoint
New York
$696M -$250M 63 2.84% Reduced
300
Cardano Risk Management
Cardano Risk Management
Netherlands
$695M +$27.6M 2 48.83% Increased