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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
IFM Investors
IFM Investors
Australia
$1.02B -$25.6M 18 12.45% Reduced
277
TPSF
Texas Permanent School Fund
Texas
$1.02B +$19.2M 21 8.85% Increased
278
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.02B -$9.92M 11 7.04% Reduced
279
Empower Advisory Group
Empower Advisory Group
Colorado
$1.01B +$21.6M 10 3.97% Increased
280
Bridgewater Associates
Bridgewater Associates
Connecticut
$1B -$121M 17 5.61% Reduced
281
Sarasin & Partners
Sarasin & Partners
United Kingdom
$987M +$68.1M 4 10.85% Increased
282
Rafferty Asset Management
Rafferty Asset Management
New York
$986M +$107M 22 4.16% Increased
283
AE Wealth Management
AE Wealth Management
Kansas
$985M +$80M 24 5.03% Increased
284
Magellan Asset Management
Magellan Asset Management
Australia
$983M -$81.1M 5 9.8% Reduced
285
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$976M -$214M 6 5.74% Reduced
286
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$959M -$3.05M 7 42.14% Reduced
287
Aware Super
Aware Super
Australia
$948M +$673M 9 12.67% New
288
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$946M +$51.4M 14 10.44% Increased
289
SHIM
Spruce House Investment Management
New York
$946M -$19.1M 4 74.38% Reduced
290
VanEck Associates
VanEck Associates
New York
$939M +$66.6M 31 1.71% Increased
291
Pathstone Holdings
Pathstone Holdings
New Jersey
$934M +$873M 30 5.01% New
292
Aristotle Capital Management
Aristotle Capital Management
California
$929M -$2.79M 3 1.82% Reduced
293
E Fund Management
E Fund Management
China
$928M -$13.3M 17 58.78% Reduced
294
FAM
Foxhaven Asset Management
Virginia
$925M +$35.5M 6 26.55% Increased
295
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$922M -$35.8M 10 7.63% Reduced
296
Tredje AP-fonden
Tredje AP-fonden
Sweden
$921M +$73.9M 13 11.49% Increased
297
AGF Management
AGF Management
Ontario, Canada
$913M -$45.5M 12 5.38% Reduced
298
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$908M +$21.5M 23 11.61% Increased
299
INTECH Investment Management
INTECH Investment Management
Florida
$899M -$68.8M 19 13.1% Reduced
300
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$895M -$44.7M 31 8.35% Reduced