← 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
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$447M +$33.4M 6 15.89% Increased
327
EC
Eminence Capital
New York
$444M -$75.2M 4 4.86% Reduced
328
Barings
Barings
North Carolina
$444M -$2.72M 13 14.86% Reduced
329
Driehaus Capital Management
Driehaus Capital Management
Illinois
$444M +$64.4M 16 14.82% Increased
330
Regions Financial Corp
Regions Financial Corp
Alabama
$443M -$31.3M 13 5.89% Reduced
331
Artemis Investment Management
Artemis Investment Management
United Kingdom
$442M +$37.7M 5 0.75% Increased
332
Guggenheim Capital
Guggenheim Capital
Illinois
$440M -$144M 26 4.43% Reduced
333
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$438M -$31.1M 5 9.39% Reduced
334
Utah Retirement Systems
Utah Retirement Systems
Utah
$437M +$832K 20 9.45% Increased
335
PineBridge Investments
PineBridge Investments
New York
$434M +$16.2M 20 10.16% Increased
336
SAM
Shell Asset Management
Netherlands
$433M +$70.9M 33 12.07% Increased
337
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$426M +$23.2M 22 6.74% Increased
338
Maverick Capital
Maverick Capital
Texas
$424M -$35M 21 8.95% Reduced
339
Harvest Fund Management
Harvest Fund Management
China
$424M +$24.8M 14 48.8% Increased
340
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$423M -$12.8M 43 8.67% Reduced
341
MC
Martin Currie
United Kingdom
$420M +$3.6M 2 29.28% Increased
342
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$419M +$3.04M 15 4.11% Increased
343
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$418M -$10.5M 18 7.97% Reduced
344
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$417M +$329M 7 3.04% Increased
345
H
Hexavest
Quebec, Canada
$415M +$124M 9 7.25% Increased
346
TCW Group
TCW Group
California
$414M +$12.5M 7 5.72% Increased
347
AIMH
AIA Investment Management (HK)
Hong Kong
$404M +$25.2M 4 84.49% Increased
348
Scotia Capital
Scotia Capital
Ontario, Canada
$404M -$20.9M 11 5.63% Reduced
349
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$403M -$318M 1 9.29% Reduced
350
TPSF
Texas Permanent School Fund
Texas
$401M +$6.27M 21 7.34% Increased