← 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
301
Hosking Partners
Hosking Partners
United Kingdom
$433M -$48.5M 7 9.54% Reduced
302
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$431M -$16.3M 35 7.3% Reduced
303
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$428M +$138M 6 3.57% Increased
304
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$428M +$9.13M 11 6.09% Increased
305
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$427M +$11.5M 6 3.21% Increased
306
Norinchukin Bank
Norinchukin Bank
Japan
$426M +$12M 9 5.77% Increased
307
Wasatch Advisors
Wasatch Advisors
Utah
$425M -$60.9M 7 4.85% Reduced
308
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$422M -$13.2M 5 12.62% Reduced
309
Utah Retirement Systems
Utah Retirement Systems
Utah
$419M -$1.38M 17 8.12% Reduced
310
MICM
Matthews International Capital Management
California
$412M -$15.5M 7 19.76% Reduced
311
LCG
Luxor Capital Group
New York
$409M +$12.2M 7 10.15% Increased
312
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$407M +$2.2M 13 8.61% Increased
313
Barings
Barings
North Carolina
$406M -$10.9M 14 5.73% Reduced
314
Causeway Capital Management
Causeway Capital Management
California
$402M +$585K 3 4.03% Increased
315
TimesSquare Capital Management
TimesSquare Capital Management
New York
$399M -$18.8M 6 2.64% Reduced
316
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$399M -$11.4M 5 24.27% Reduced
317
Gotham Asset Management
Gotham Asset Management
New York
$397M +$27.9M 24 5.49% Increased
318
Artemis Investment Management
Artemis Investment Management
United Kingdom
$396M +$96.2M 6 4.4% Increased
319
Commerce Bank
Commerce Bank
Missouri
$395M -$3.08M 11 4.7% Reduced
320
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$391M -$45.4M 16 5.95% Reduced
321
ARK Investment Management
ARK Investment Management
Florida
$391M +$42.5M 12 11.81% Increased
322
Krane Funds Advisors
Krane Funds Advisors
New York
$390M +$75M 12 30.57% Increased
323
Regions Financial Corp
Regions Financial Corp
Alabama
$389M -$4.03M 28 4.2% Reduced
324
Advisor Group
Advisor Group
Arizona
$388M +$39.6M 60 3.91% Increased
325
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$386M +$4.09M 26 2.38% Increased