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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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02B -$26.6M 38 9.41% Reduced
302
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.02B +$160M 24 5.1% Increased
303
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.02B +$73.6M 17 7.65% Increased
304
KM
Kora Management
New York
$1.01B -$149M 2 100% Reduced
305
CIP
CAS Investment Partners
Connecticut
$998M $0 1 42.43% Maintained
306
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$992M -$215M 27 8.25% Reduced
307
PGGM Investments
PGGM Investments
Netherlands
$988M -$205M 8 4.19% Reduced
308
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$988M +$16.2M 13 8.74% Increased
309
Första AP-fonden
Första AP-fonden
Sweden
$984M +$77M 17 11.59% Increased
310
MetLife Investment Management
MetLife Investment Management
New Jersey
$973M -$28.1M 45 8.54% Reduced
311
Everett Harris & Co
Everett Harris & Co
California
$956M -$819K 6 15.3% Reduced
312
Candriam SCA
Candriam SCA
Luxembourg
$953M -$47.7M 24 6.53% Reduced
313
WA
WFM Asia
British Virgin Islands
$948M +$35.3M 6 69.81% Increased
314
SCM
Suvretta Capital Management
New York
$935M +$205M 6 13.99% Increased
315
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$935M -$63.8M 32 11.86% Reduced
316
Railway Pension Investments
Railway Pension Investments
United Kingdom
$933M -$6.45M 14 7.8% Reduced
317
DFO
Duquesne Family Office
New York
$928M -$153M 5 22.98% Reduced
318
AustralianSuper
AustralianSuper
Australia
$927M +$27.8M 6 6.47% Increased
319
Axiom Investors
Axiom Investors
Connecticut
$925M -$117M 8 14.88% Reduced
320
HMP
HS Management Partners
New York
$925M +$163M 6 25.5% Increased
321
Rathbones Group
Rathbones Group
United Kingdom
$921M +$19.7M 14 10.24% Increased
322
VanEck Associates
VanEck Associates
New York
$911M -$53.2M 25 2.15% Reduced
323
Artemis Investment Management
Artemis Investment Management
United Kingdom
$909M +$120M 10 7.84% Increased
324
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$907M -$4.63M 12 10.12% Reduced
325
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$906M +$523M 8 21.45% Increased