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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
Rafferty Asset Management
Rafferty Asset Management
New York
$1.02B +$216M 23 3.48% Increased
327
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01B +$14.3M 62 5.01% Increased
328
QRG Capital Management
QRG Capital Management
Illinois
$1.01B +$67.6M 32 10.94% Increased
329
Epoch Investment Partners
Epoch Investment Partners
New York
$1.01B -$130M 6 4.53% Reduced
330
AP
Altarock Partners
Florida
$1.01B +$232M 1 19.83% Increased
331
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1B -$18.9M 32 8.72% Reduced
332
Natixis
Natixis
France
$1,000M -$582M 29 5.63% Reduced
333
Pathstone Holdings
Pathstone Holdings
New Jersey
$997M -$117M 36 4.41% Reduced
334
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$995M -$14.3M 4 4.9% Reduced
335
Eagle Asset Management
Eagle Asset Management
Florida
$986M -$44M 13 5.03% Reduced
336
Kestra Advisory Services
Kestra Advisory Services
Texas
$982M -$48M 26 5.41% Reduced
337
INTECH Investment Management
INTECH Investment Management
Florida
$970M -$88.8M 52 10.85% Reduced
338
Magellan Asset Management
Magellan Asset Management
Australia
$969M -$157M 4 9.64% Reduced
339
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$968M +$39.9M 11 10.96% Increased
340
Huntington National Bank
Huntington National Bank
Ohio
$964M +$11M 64 7.02% Increased
341
Capital Wealth Planning
Capital Wealth Planning
Florida
$956M +$59.1M 6 8.92% Increased
342
Carmignac Gestion
Carmignac Gestion
France
$955M -$20.1M 14 15.94% Reduced
343
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$952M -$27.2M 12 8.24% Reduced
344
USS Investment Management
USS Investment Management
United Kingdom
$946M -$17.5M 15 6.89% Reduced
345
Lido Advisors
Lido Advisors
California
$924M +$61.2M 19 4.61% Increased
346
Guggenheim Capital
Guggenheim Capital
Illinois
$924M -$65.1M 30 6.46% Reduced
347
E Fund Management
E Fund Management
China
$921M -$504K 15 47.31% Reduced
348
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$915M +$39.9M 6 12.47% Increased
349
Swiss Life Asset Management
Swiss Life Asset Management
$914M -$13.9M 13 10.39% Reduced
350
Third Point
Third Point
New York
$906M -$636M 2 12.19% Reduced