← 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
326
Sarasin & Partners
Sarasin & Partners
United Kingdom
$343M +$3.81M 5 6.71% Increased
327
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$339M -$4.56M 6 21.61% Reduced
328
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$338M -$28.1M 8 6.73% Reduced
329
TAMH
Taikang Asset Management (HK)
Hong Kong
$336M -$33.6M 5 34.33% Reduced
330
Maverick Capital
Maverick Capital
Texas
$334M +$183M 12 4.31% Increased
331
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$327M -$118M 16 3.15% Reduced
332
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$327M -$79.1M 15 5.43% Reduced
333
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$327M +$19.2M 16 7.53% Increased
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$327M -$6.36K 16 6.95% Reduced
335
Penserra Capital Management
Penserra Capital Management
California
$326M +$64.6M 28 30.85% Increased
336
LCG
Luxor Capital Group
New York
$326M +$65.5M 5 11.05% Increased
337
Regions Financial Corp
Regions Financial Corp
Alabama
$322M +$15.1M 23 3.61% Increased
338
CFM
Coronation Fund Managers
South Africa
$321M -$248M 2 12.77% Reduced
339
Eagle Asset Management
Eagle Asset Management
Florida
$319M +$32.5M 7 1.73% Increased
340
FCM
Flinton Capital Management
Pennsylvania
$317M +$2.63M 14 10.64% Increased
341
FAM
Foxhaven Asset Management
Virginia
$316M -$15.3M 5 21.16% Reduced
342
PIA
Piedmont Investment Advisors
North Carolina
$312M -$118M 9 8.32% Reduced
343
TCM
Tybourne Capital Management
Hong Kong
$311M -$120M 1 15.34% Reduced
344
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$309M +$28M 21 3.49% Increased
345
Congress Asset Management
Congress Asset Management
Massachusetts
$307M -$1.1M 7 4.32% Reduced
346
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$306M +$138M 17 0.41% Increased
347
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$305M -$86.5M 2 9.1% Reduced
348
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$304M -$4.31M 6 7.79% Reduced
349
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$303M -$25.9M 11 2.82% Reduced
350
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$302M -$34.7M 21 1.96% Reduced