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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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$1.29B +$12.8M 24 11.61% Increased
327
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.28B -$18.9M 36 9.17% Reduced
328
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28B +$6.6M 35 9.71% Increased
329
MA
Madrone Advisors
California
$1.28B +$1.39B 1 62.8% New
330
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.27B +$146M 6 12.48% Increased
331
AIM
Allen Investment Management
New York
$1.27B -$185M 12 14.12% Reduced
332
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.27B -$15.5M 8 35.41% Reduced
333
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.26B -$439M 7 10.03% Reduced
334
Mediolanum International Funds
Mediolanum International Funds
Ireland
$1.26B +$171M 16 13.2% Increased
335
EC
Eminence Capital
New York
$1.26B -$76.7M 5 15.22% Reduced
336
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$1.25B +$251M 69 7.18% Increased
337
ARK Investment Management
ARK Investment Management
Florida
$1.22B +$37M 14 7.28% Increased
338
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.22B -$161M 10 11.84% Reduced
339
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$1.22B -$240M 4 22.48% Reduced
340
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.22B +$111M 97 3.66% Increased
341
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.21B +$45.6M 80 9.72% Increased
342
Harding Loevner
Harding Loevner
New Jersey
$1.2B -$123M 6 8.78% Reduced
343
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.19B +$66.8M 14 7.64% Increased
344
Rafferty Asset Management
Rafferty Asset Management
New York
$1.19B -$23.5M 28 3.85% Reduced
345
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.18B +$1.97M 28 11.49% Increased
346
BFFIM
Baring Fintech Fund III Managers
Guernsey
$1.18B -$165M 1 100% Reduced
347
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.17B +$98.8M 21 8.99% Increased
348
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.17B +$76M 26 5.37% Increased
349
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.16B -$146M 2 3.18% Reduced
350
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.16B -$3.11M 65 5.27% Reduced