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 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| $1.26B | -$42.5M | 18 | 7.65% | Reduced |
|
| 277 |
Daiwa Securities Group
Tokyo,
Japan
| $1.26B | +$136M | 37 | 6.71% | Increased |
|
| 278 |
Capitolis Liquid Global Markets
New York
| $1.25B | +$151M | 6 | 15.48% | Increased |
|
| 279 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $1.25B | +$81.7M | 15 | 12.02% | Increased |
|
| 280 |
D1 Capital Partners
New York
| $1.24B | +$158M | 3 | 20.93% | Increased |
|
| 281 |
Krane Funds Advisors
New York
| $1.24B | +$39.1M | 11 | 52.3% | Increased |
|
| 282 |
TMC
Toyota Motor Corp
Japan
| $1.24B | $0 | 2 | 69.89% | Maintained |
|
| 283 |
Holocene Advisors
New York
| $1.22B | +$23.7M | 19 | 5.1% | Increased |
|
| 284 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $1.22B | +$51.6M | 14 | 9.82% | Increased |
|
| 285 |
Cardano Risk Management
Rotterdam,
Netherlands
| $1.22B | +$220M | 2 | 23.86% | Increased |
|
| 286 |
Amalgamated Bank
New York
| $1.21B | -$9.29M | 68 | 10.33% | Reduced |
|
| 287 |
Boston Partners
Boston,
Massachusetts
| $1.21B | +$155M | 18 | 1.51% | Increased |
|
| 288 |
Greenoaks Capital Partners
Orinda,
California
| $1.2B | +$3.81M | 10 | 80.91% | Increased |
|
| 289 |
AIM
Allen Investment Management
New York
| $1.2B | +$22.4M | 14 | 14.6% | Increased |
|
| 290 |
Everett Harris & Co
Los Angeles,
California
| $1.2B | -$7.57M | 5 | 15.33% | Reduced |
|
| 291 |
WorldQuant Millennium Advisors
New York
| $1.2B | +$382M | 12 | 10.91% | Increased |
|
| 292 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $1.2B | +$4.54M | 8 | 10.83% | Increased |
|
| 293 |
PineBridge Investments
New York
| $1.19B | -$53.4M | 17 | 9.56% | Reduced |
|
| 294 |
IFM Investors
Melbourne,
Australia
| $1.17B | +$11.9M | 21 | 11.91% | Increased |
|
| 295 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.17B | +$61.3M | 6 | 32.87% | Increased |
|
| 296 |
Blackhill Capital
Morristown,
New Jersey
| $1.16B | -$71.5K | 3 | 72.02% | Reduced |
|
| 297 |
SCGE Management
Menlo Park,
California
| $1.15B | -$31.5M | 5 | 22.43% | Reduced |
|
| 298 |
SG Americas Securities
New York
| $1.14B | -$706M | 61 | 6.66% | Reduced |
|
| 299 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| $1.14B | +$160M | 22 | 11.91% | Increased |
|
| 300 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| $1.13B | +$1.13M | 24 | 10.92% | Increased |
|