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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
Xponance
Xponance
Pennsylvania
$1.49B +$36.6M 30 12.42% Increased
277
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.48B +$12.8M 14 10.33% Increased
278
HH
HSG Holding
Hong Kong
$1.48B $0 3 76.25% Maintained
279
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.47B +$302M 4 7.14% Increased
280
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.46B -$123M 13 11.61% Reduced
281
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.45B +$170M 21 6.22% Increased
282
Cardano Risk Management
Cardano Risk Management
Netherlands
$1.45B +$79.3M 2 18.61% Increased
283
Candriam SCA
Candriam SCA
Luxembourg
$1.45B -$2.97M 17 8.37% Reduced
284
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.42B -$7.52M 9 30.65% Reduced
285
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.4B +$222M 31 5.18% Increased
286
Nissay Asset Management
Nissay Asset Management
Japan
$1.4B +$37.7M 19 8.19% Increased
287
AIM
Allen Investment Management
New York
$1.39B -$109M 13 15.15% Reduced
288
BFFIM
Baring Fintech Fund III Managers
Guernsey
$1.38B -$1.05B 1 100% Reduced
289
AGF Management
AGF Management
Ontario, Canada
$1.38B -$119M 14 6.27% Reduced
290
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.38B -$161M 27 9.53% Reduced
291
AP
Altarock Partners
Florida
$1.38B +$212M 1 25.14% Increased
292
Amalgamated Bank
Amalgamated Bank
New York
$1.37B +$17.4M 70 10.57% Increased
293
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.34B -$42.9M 13 9.36% Reduced
294
Harding Loevner
Harding Loevner
New Jersey
$1.34B -$37M 5 9.02% Reduced
295
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.33B -$918M 16 5.38% Reduced
296
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.33B -$176M 3 27.22% Reduced
297
Empower Advisory Group
Empower Advisory Group
Colorado
$1.33B +$107M 11 3.99% Increased
298
Blackhill Capital
Blackhill Capital
New Jersey
$1.32B -$8.08M 3 76.27% Reduced
299
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$1.32B -$78M 4 28.11% Reduced
300
MML Investors Services
MML Investors Services
Massachusetts
$1.28B +$59.7M 29 3.7% Increased