← 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
Boston Partners
Boston Partners
Massachusetts
$876M -$138M 16 1.16% Reduced
302
Utah Retirement Systems
Utah Retirement Systems
Utah
$874M +$24.1K 25 11.13% Increased
303
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$868M -$2.35M 17 10.86% Reduced
304
D1 Capital Partners
D1 Capital Partners
New York
$865M +$44.5M 2 15.2% Increased
305
Harding Loevner
Harding Loevner
New Jersey
$865M -$25.4M 5 4.85% Reduced
306
Swiss Life Asset Management
Swiss Life Asset Management
$852M +$236M 14 10.24% Increased
307
Blackhill Capital
Blackhill Capital
New Jersey
$850M -$169K 3 68.04% Reduced
308
Czech National Bank
Czech National Bank
Czech Republic
$845M +$18.3M 12 12.04% Increased
309
GP
Galileo PTC
British Virgin Islands
$836M -$341M 4 35.96% Reduced
310
Edgewood Management
Edgewood Management
Connecticut
$836M +$665M 3 2.41% Increased
311
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$836M -$112M 4 10.36% Reduced
312
Guggenheim Capital
Guggenheim Capital
Illinois
$834M -$15.6M 31 6.3% Reduced
313
Cetera Advisor Networks
Cetera Advisor Networks
California
$832M +$21.7M 30 4.63% Increased
314
Lone Pine Capital
Lone Pine Capital
Connecticut
$830M $0 1 7.18% Maintained
315
MML Investors Services
MML Investors Services
Massachusetts
$820M +$64.7M 31 3.78% Increased
316
Cresset Asset Management
Cresset Asset Management
Illinois
$820M +$11.8M 42 4.9% Increased
317
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$819M -$67M 24 6.8% Reduced
318
Nissay Asset Management
Nissay Asset Management
Japan
$807M +$96.7M 19 6.49% Increased
319
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$803M +$137M 23 9.51% Increased
320
Vontobel Holding
Vontobel Holding
Switzerland
$796M -$146M 36 6.66% Reduced
321
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$794M +$17.3M 16 9.31% Increased
322
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$791M +$749M 5 12.6% New
323
Daiwa Securities Group
Daiwa Securities Group
Japan
$790M +$41.6M 42 4.91% Increased
324
USS Investment Management
USS Investment Management
United Kingdom
$789M -$82.9M 15 7.03% Reduced
325
Gates Foundation Trust
Gates Foundation Trust
Washington
$775M -$14.6M 5 1.83% Reduced