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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
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.16B -$535M 6 10.81% Reduced
327
AP
Altarock Partners
Florida
$1.16B -$25.4M 1 23.42% Reduced
328
Rafferty Asset Management
Rafferty Asset Management
New York
$1.15B +$49.2M 25 4.07% Increased
329
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.12B -$220M 8 6.55% Reduced
330
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.12B -$293K 3 2.67% Reduced
331
Lido Advisors
Lido Advisors
California
$1.12B +$104M 22 5.09% Increased
332
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.12B -$3.06M 27 12.3% Reduced
333
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.1B +$18M 32 9.68% Increased
334
D1 Capital Partners
D1 Capital Partners
New York
$1.1B -$127M 3 18.3% Reduced
335
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.09B +$38.7M 12 9.35% Increased
336
Huntington National Bank
Huntington National Bank
Ohio
$1.09B +$15.8M 63 7.79% Increased
337
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.09B +$20.2M 19 10.65% Increased
338
Krane Funds Advisors
Krane Funds Advisors
New York
$1.09B -$132M 12 44.52% Reduced
339
London Company of Virginia
London Company of Virginia
Virginia
$1.08B -$46.2M 5 5.88% Reduced
340
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.07B -$41.9M 10 11.65% Reduced
341
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$1.06B +$130M 5 12.85% Increased
342
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$1.06B -$77.3M 7 21.54% Reduced
343
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.05B -$15.7M 24 5.77% Reduced
344
Cresset Asset Management
Cresset Asset Management
Illinois
$1.05B -$461M 31 5.03% Reduced
345
BCP
BSN Capital Partners
United Kingdom
$1.05B +$953M 2 42.06% Increased
346
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.04B +$102M 19 30.14% Increased
347
Quantinno Capital Management
Quantinno Capital Management
New York
$1.04B +$239M 40 10.24% Increased
348
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.04B +$994M 73 10.11% New
349
Jensen Investment Management
Jensen Investment Management
Oregon
$1.04B -$81.6M 3 9.39% Reduced
350
Magellan Asset Management
Magellan Asset Management
Australia
$1.04B -$62.1M 3 11.4% Reduced