← 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
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$596M -$71.9M 14 8.48% Reduced
302
Eagle Asset Management
Eagle Asset Management
Florida
$591M +$10.1M 11 3.62% Increased
303
RAA
RWC Asset Advisors
Florida
$590M -$8.83M 4 51.39% Reduced
304
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$588M +$1.08M 25 10.34% Increased
305
Utah Retirement Systems
Utah Retirement Systems
Utah
$588M -$11M 26 9.32% Reduced
306
Magellan Asset Management
Magellan Asset Management
Australia
$577M -$213M 5 4.93% Reduced
307
ARK Investment Management
ARK Investment Management
Florida
$576M -$96.6M 12 4.99% Reduced
308
Rathbones Group
Rathbones Group
United Kingdom
$575M +$22.5M 14 6.47% Increased
309
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$572M +$69.4M 21 8.35% Increased
310
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$572M -$2.4M 16 5.96% Reduced
311
BCM
Bares Capital Management
Texas
$568M -$40.2M 9 21.61% Reduced
312
E Fund Management
E Fund Management
China
$567M -$20.4M 19 47.13% Reduced
313
Cardano Risk Management
Cardano Risk Management
Netherlands
$566M +$232M 2 47.51% Increased
314
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$562M +$31.7M 28 6.15% Increased
315
Boston Trust Walden
Boston Trust Walden
Massachusetts
$561M -$40.3M 8 4.94% Reduced
316
Guggenheim Capital
Guggenheim Capital
Illinois
$558M -$6.49M 29 4.9% Reduced
317
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$558M +$1.75M 24 6.94% Increased
318
CIBC World Market
CIBC World Market
Ontario, Canada
$558M +$61.7M 18 1.97% Increased
319
Riverbridge Partners
Riverbridge Partners
Minnesota
$554M -$36.2M 6 8.32% Reduced
320
Tredje AP-fonden
Tredje AP-fonden
Sweden
$550M +$60M 14 9.38% Increased
321
AKRE Capital Management
AKRE Capital Management
Virginia
$550M $0 1 4.97% Maintained
322
Balyasny Asset Management
Balyasny Asset Management
Illinois
$545M -$292M 48 1.49% Reduced
323
Huntington National Bank
Huntington National Bank
Ohio
$542M -$18.2M 52 5.64% Reduced
324
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$541M +$20.8M 7 3.05% Increased
325
Nissay Asset Management
Nissay Asset Management
Japan
$540M +$4.41M 18 5.16% Increased