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 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| $1.39B | -$117M | 13 | 10.78% | Reduced |
|
| 277 |
Zurich Insurance Group
Zurich,
Switzerland
| $1.38B | -$80.3M | 5 | 11.22% | Reduced |
|
| 278 |
TMC
Toyota Motor Corp
Japan
| $1.38B | $0 | 2 | 63.58% | Maintained |
|
| 279 |
Czech National Bank
Prague,
Czech Republic
| $1.38B | +$100M | 13 | 12.62% | Increased |
|
| 280 |
Clear Street
New York
| $1.37B | +$196M | 4 | 12.11% | Increased |
|
| 281 |
First Beijing Investment Ltd
Hong Kong
| $1.36B | -$82.8M | 5 | 93.7% | Reduced |
|
| 282 |
Cardano Risk Management
Rotterdam,
Netherlands
| $1.36B | +$57.8M | 2 | 21.68% | Increased |
|
| 283 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| $1.35B | +$67.4M | 3 | 7.56% | Increased |
|
| 284 |
ING Group
Amsterdam,
Netherlands
| $1.34B | +$264M | 17 | 9.3% | Increased |
|
| 285 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| $1.32B | +$50M | 35 | 11.58% | Increased |
|
| 286 |
AGF Management
Toronto,
Ontario, Canada
| $1.32B | +$181M | 13 | 6.97% | Increased |
|
| 287 |
Nissay Asset Management
Tokyo,
Japan
| $1.32B | -$16.6M | 20 | 8.58% | Reduced |
|
| 288 |
Amalgamated Bank
New York
| $1.32B | +$35.2M | 68 | 11.3% | Increased |
|
| 289 |
PineBridge Investments
New York
| $1.31B | +$129M | 24 | 10.46% | Increased |
|
| 290 |
Lone Pine Capital
Greenwich,
Connecticut
| $1.31B | +$634M | 2 | 11.33% | Increased |
|
| 291 |
Glenmede Trust
Philadelphia,
Pennsylvania
| $1.3B | -$78.4M | 23 | 6.98% | Reduced |
|
| 292 |
Blackhill Capital
Morristown,
New Jersey
| $1.29B | -$5.11M | 3 | 75.16% | Reduced |
|
| 293 |
Ossiam
Paris,
France
| $1.28B | +$599M | 22 | 17.92% | Increased |
|
| 294 |
CIBC World Markets
New York
| $1.28B | -$263M | 45 | 10.09% | Reduced |
|
| 295 |
SP
Summit Partners
Boston,
Massachusetts
| $1.26B | -$80.7M | 3 | 78.39% | Reduced |
|
| 296 |
AIM
Allen Investment Management
New York
| $1.26B | +$37.2M | 13 | 14.65% | Increased |
|
| 297 |
Balyasny Asset Management
Chicago,
Illinois
| $1.26B | -$569M | 56 | 2.08% | Reduced |
|
| 298 |
Skye Global Management
West Palm Beach,
Florida
| $1.25B | -$1.11B | 5 | 33.25% | Reduced |
|
| 299 |
Everett Harris & Co
Los Angeles,
California
| $1.24B | -$12.3M | 5 | 15.88% | Reduced |
|
| 300 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $1.23B | +$66.6M | 60 | 6.07% | Increased |
|