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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
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$1.27B +$1.22B 23 6.42% New
302
Prudential plc
Prudential plc
United Kingdom
$1.27B -$9.33M 27 7.63% Reduced
303
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$1.25B +$1.78M 26 12% Increased
304
Lido Advisors
Lido Advisors
California
$1.24B +$106M 21 4.85% Increased
305
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.24B +$144M 19 10.12% Increased
306
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.24B $0 3 2.6% Maintained
307
IFM Investors
IFM Investors
Australia
$1.24B +$49.2M 19 11.78% Increased
308
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.23B +$13.6M 10 12.32% Increased
309
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.23B +$84M 8 7.02% Increased
310
QRG Capital Management
QRG Capital Management
Illinois
$1.23B +$64.4M 32 10.7% Increased
311
VanEck Associates
VanEck Associates
New York
$1.23B +$69M 29 1.39% Increased
312
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.21B +$295M 30 7.76% Increased
313
Jones Financial Companies
Jones Financial Companies
Missouri
$1.2B +$213M 81 0.91% Increased
314
Harris Associates
Harris Associates
Illinois
$1.2B +$469M 7 1.95% Increased
315
EC
Eminence Capital
New York
$1.19B +$85.5M 5 14.29% Increased
316
Everett Harris & Co
Everett Harris & Co
California
$1.18B -$20.2M 5 15.15% Reduced
317
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.18B -$214M 25 9.24% Reduced
318
D1 Capital Partners
D1 Capital Partners
New York
$1.17B -$127M 2 16.3% Reduced
319
PineBridge Investments
PineBridge Investments
New York
$1.17B -$158M 19 9.25% Reduced
320
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.17B -$51.4M 6 16.16% Reduced
321
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.16B -$930K 8 6.21% Reduced
322
AssetMark Inc
AssetMark Inc
California
$1.16B +$13.8M 52 2.74% Increased
323
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.16B -$20.8M 11 6.68% Reduced
324
HA
HHLR Advisors
Cayman Islands
$1.16B -$548M 9 37.27% Reduced
325
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.15B +$219M 17 10.6% Increased