← 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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$679M +$71.3M 10 10.07% Increased
327
Riverbridge Partners
Riverbridge Partners
Minnesota
$673M +$2.81M 7 9.19% Increased
328
Blackhill Capital
Blackhill Capital
New Jersey
$661M $0 3 63.65% Maintained
329
New York Life Investment Management
New York Life Investment Management
New York
$659M -$125K 21 7.12% Reduced
330
MML Investors Services
MML Investors Services
Massachusetts
$658M +$27.7M 30 3.64% Increased
331
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$657M -$16.4M 24 1.87% Reduced
332
CFM
Coronation Fund Managers
South Africa
$653M -$72.6M 13 19.63% Reduced
333
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$652M +$3.87M 2 3.85% Increased
334
Penserra Capital Management
Penserra Capital Management
California
$650M +$56M 50 13.42% Increased
335
Daiwa Securities Group
Daiwa Securities Group
Japan
$647M +$30.7M 39 4.56% Increased
336
Alyeska Investment Group
Alyeska Investment Group
Illinois
$645M +$242M 14 4.38% Increased
337
Epoch Investment Partners
Epoch Investment Partners
New York
$637M +$36.2M 9 4.06% Increased
338
Stockbridge Partners
Stockbridge Partners
Massachusetts
$634M -$87M 2 14.09% Reduced
339
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$633M -$22M 23 8% Reduced
340
Farallon Capital Management
Farallon Capital Management
California
$633M -$142M 5 2.95% Reduced
341
Yousif Capital Management
Yousif Capital Management
Michigan
$632M -$15.7M 35 8.04% Reduced
342
Boston Trust Walden
Boston Trust Walden
Massachusetts
$631M +$9.64M 8 5.29% Increased
343
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$629M -$77.1M 10 7.52% Reduced
344
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$625M -$17.7M 8 7.66% Reduced
345
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$620M -$21.6M 4 8.65% Reduced
346
Nissay Asset Management
Nissay Asset Management
Japan
$620M -$26.6M 20 5.49% Reduced
347
Fiduciary Trust
Fiduciary Trust
Massachusetts
$614M -$11.5M 8 11.23% Reduced
348
PIM
Platinum Investment Management
Australia
$613M -$4.79M 8 23.92% Reduced
349
Altshuler Shaham
Altshuler Shaham
Israel
$613M -$11.2M 8 16.63% Reduced
350
Mutual of America Capital Management
Mutual of America Capital Management
New York
$608M -$18.8M 18 7.49% Reduced