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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.66B +$39.5M 22 6.46% Increased
277
NEOS Investment Management
NEOS Investment Management
Connecticut
$1.65B +$570M 18 12.38% Increased
278
Krane Funds Advisors
Krane Funds Advisors
New York
$1.65B +$316M 11 46.95% Increased
279
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.65B +$179M 7 36.46% Increased
280
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63B -$54.2M 64 6.42% Reduced
281
FAM
Foxhaven Asset Management
Virginia
$1.63B -$84.2M 6 37.51% Reduced
282
Xponance
Xponance
Pennsylvania
$1.62B -$60.1M 31 12.83% Reduced
283
Candriam SCA
Candriam SCA
Luxembourg
$1.61B -$18.4M 18 8.43% Reduced
284
Comerica Bank
Comerica Bank
Texas
$1.6B -$80.9M 53 6.01% Reduced
285
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$1.58B +$1.5B 30 8.63% New
286
Blackhill Capital
Blackhill Capital
New Jersey
$1.58B -$5.94M 3 78.07% Reduced
287
Soroban Capital Partners
Soroban Capital Partners
New York
$1.57B +$533M 1 11.85% Increased
288
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.54B -$260M 8 6.47% Reduced
289
Amalgamated Bank
Amalgamated Bank
New York
$1.54B -$2.85M 69 11% Reduced
290
HH
HSG Holding
Hong Kong
$1.54B -$266M 3 80.14% Reduced
291
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.54B +$159M 9 8.45% Increased
292
Nissay Asset Management
Nissay Asset Management
Japan
$1.54B -$35.3M 19 8.49% Reduced
293
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.52B -$48.2M 26 9.89% Reduced
294
Jones Financial Companies
Jones Financial Companies
Missouri
$1.52B +$200M 86 1.04% Increased
295
USS Investment Management
USS Investment Management
United Kingdom
$1.52B +$300M 19 6.93% Increased
296
VanEck Associates
VanEck Associates
New York
$1.51B +$214M 31 1.4% Increased
297
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.51B +$603M 23 5.02% Increased
298
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.48B +$29.6M 25 5.79% Increased
299
BFMH
Baring Fintech Manager Holding
Guernsey
$1.47B $0 1 100% Maintained
300
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.47B -$440M 31 2.73% Reduced