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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
301
Rafferty Asset Management
Rafferty Asset Management
New York
$1.47B +$460M 30 3.35% Increased
302
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.46B -$271M 8 14.29% Reduced
303
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.45B -$149M 20 9.11% Reduced
304
BFMH
Baring Fintech Manager Holding
Guernsey
$1.45B -$112M 1 100% Reduced
305
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.44B -$66.8M 23 4.66% Reduced
306
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.44B -$169M 27 8.62% Reduced
307
&Partners
&Partners
Tennessee
$1.44B +$93.8M 21 5.91% Increased
308
Amalgamated Bank
Amalgamated Bank
New York
$1.44B -$130M 28 9.95% Reduced
309
PensionDanmark
PensionDanmark
Denmark
$1.43B -$66.1M 18 11.88% Reduced
310
SHIM
Spruce House Investment Management
New York
$1.43B +$126M 4 42% Increased
311
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.42B -$19.2M 21 12.31% Reduced
312
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$1.42B +$1.28B 41 9.14% Increased
313
Harris Associates
Harris Associates
Illinois
$1.41B +$44.8M 6 1.87% Increased
314
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.4B -$162M 35 3.56% Reduced
315
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.4B +$3.97M 5 34.69% Increased
316
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.39B +$7.22M 9 7% Increased
317
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.38B +$171M 20 6.86% Increased
318
Huntington National Bank
Huntington National Bank
Ohio
$1.38B +$23.4M 69 6.7% Increased
319
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.37B -$57.8M 12 3.73% Reduced
320
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.37B +$246M 6 4.7% Increased
321
AP
Altarock Partners
Florida
$1.37B -$461M 1 32.21% Reduced
322
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.36B +$102M 22 8.46% Increased
323
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.35B +$255M 19 10.74% Increased
324
ING Group
ING Group
Netherlands
$1.35B +$28.1M 21 6.58% Increased
325
QRG Capital Management
QRG Capital Management
Illinois
$1.34B +$108M 29 11% Increased