← All themes

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
Capital Wealth Planning
Capital Wealth Planning
Florida
$1.64B +$322M 5 9.03% Increased
277
Nissay Asset Management
Nissay Asset Management
Japan
$1.63B +$131M 19 8.63% Increased
278
Woodline Partners
Woodline Partners
California
$1.62B +$159M 23 6.11% Increased
279
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$1.61B -$49.3M 3 46.7% Reduced
280
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.6B -$3.54M 14 10.53% Reduced
281
AP
Altarock Partners
Florida
$1.58B +$55.8M 1 38.2% Increased
282
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.55B +$687M 26 2.7% Increased
283
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.51B +$112M 33 8.08% Increased
284
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.51B -$297M 8 14.19% Reduced
285
Lido Advisors
Lido Advisors
California
$1.51B -$190M 28 4.61% Reduced
286
Empower Advisory Group
Empower Advisory Group
Colorado
$1.5B +$30M 10 3.9% Increased
287
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.48B -$213M 39 4.16% Reduced
288
Blackhill Capital
Blackhill Capital
New Jersey
$1.47B -$1.24M 3 75.75% Reduced
289
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.47B -$470M 20 8.67% Reduced
290
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.45B -$158M 13 9.21% Reduced
291
VanEck Associates
VanEck Associates
New York
$1.44B +$39.1M 30 1.08% Increased
292
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.44B +$447M 9 37.01% Increased
293
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.43B +$197M 30 9.2% Increased
294
CIP
CAS Investment Partners
Connecticut
$1.43B -$25.6M 1 81.67% Reduced
295
IFM Investors
IFM Investors
Australia
$1.4B +$76.3M 19 11.71% Increased
296
AssetMark Inc
AssetMark Inc
California
$1.4B +$27.7M 53 2.86% Increased
297
Amalgamated Bank
Amalgamated Bank
New York
$1.4B -$36.8M 28 10.71% Reduced
298
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.4B +$14.3M 22 6.85% Increased
299
IEQ Capital
IEQ Capital
California
$1.4B -$39.3M 60 6.48% Reduced
300
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.39B +$84M 14 4.76% Increased