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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
326
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$733M -$8.93M 23 9.04% Reduced
327
Utah Retirement Systems
Utah Retirement Systems
Utah
$731M +$1.64M 21 12.13% Increased
328
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$730M $0 2 90.09% Maintained
329
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$727M -$10.4M 21 10.67% Reduced
330
Barings
Barings
North Carolina
$727M -$8.56M 16 16.7% Reduced
331
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$719M +$13.5M 42 1.94% Increased
332
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$718M +$132M 12 6.85% Increased
333
Mariner
Mariner
Kansas
$714M -$4.29M 10 6.72% Reduced
334
WBC
Westpac Banking Corp
Australia
$712M -$6.93M 20 9.65% Reduced
335
Eagle Asset Management
Eagle Asset Management
Florida
$712M -$30M 14 3.67% Reduced
336
Railway Pension Investments
Railway Pension Investments
United Kingdom
$710M -$12.6M 11 7.33% Reduced
337
TPSF
Texas Permanent School Fund
Texas
$708M +$44.6M 22 9.55% Increased
338
Wasatch Advisors
Wasatch Advisors
Utah
$708M +$136M 10 4.5% Increased
339
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$698M -$29.1M 49 11.84% Reduced
340
Rathbones Group
Rathbones Group
United Kingdom
$694M +$28.4M 11 11.88% Increased
341
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$694M -$80.4M 2 12.43% Reduced
342
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$694M +$83.3M 6 14.03% Increased
343
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$688M +$33.8M 12 7.13% Increased
344
WA
WFM Asia
British Virgin Islands
$686M +$1.31M 4 63.58% Increased
345
SAM
Shell Asset Management
Netherlands
$685M -$28.3M 36 15.92% Reduced
346
PineBridge Investments
PineBridge Investments
New York
$683M +$8.32M 21 11.8% Increased
347
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$682M -$536M 4 8.12% Reduced
348
HCM
Hitchwood Capital Management
New York
$675M +$79.3M 9 17.86% Increased
349
HMP
HS Management Partners
New York
$670M +$119M 4 22.04% Increased
350
Scotia Capital
Scotia Capital
Ontario, Canada
$667M +$508M 13 7.23% Increased