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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
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.33B -$232M 19 4.38% Reduced
327
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$1.33B -$24.9M 6 35.95% Reduced
328
HH
HSG Holding
Hong Kong
$1.32B -$2.09M 3 69.92% Reduced
329
Altshuler Shaham
Altshuler Shaham
Israel
$1.32B +$474M 16 20% Increased
330
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$1.31B -$26.4M 17 11% Reduced
331
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.31B +$74.3M 45 5.4% Increased
332
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$1.31B +$22.1M 67 7.19% Increased
333
Soroban Capital Partners
Soroban Capital Partners
New York
$1.3B -$282M 1 9.08% Reduced
334
Tidal Investments
Tidal Investments
Wisconsin
$1.29B +$171M 46 3.05% Increased
335
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28B -$25.9M 36 9.58% Reduced
336
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$1.26B -$80.3M 4 21.92% Reduced
337
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.25B +$81.9K 11 7.54% Increased
338
EC
Eminence Capital
New York
$1.24B +$211M 5 19.6% Increased
339
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.24B -$256K 27 11.77% Reduced
340
PineBridge Investments
PineBridge Investments
New York
$1.24B -$156M 16 9.11% Reduced
341
&Partners
&Partners
Tennessee
$1.23B +$215M 23 6.42% Increased
342
Rafferty Asset Management
Rafferty Asset Management
New York
$1.21B -$24.5M 29 4.19% Reduced
343
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.21B -$3.59M 23 8.44% Reduced
344
Huntington National Bank
Huntington National Bank
Ohio
$1.21B -$22.7M 63 7.25% Reduced
345
ARK Investment Management
ARK Investment Management
Florida
$1.21B -$46.9M 14 8.01% Reduced
346
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.2B -$49.9M 6 12.49% Reduced
347
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.2B +$31.9M 9 6.71% Increased
348
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.2B -$61.7M 82 9.96% Reduced
349
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.19B +$3.82M 12 12.98% Increased
350
Axiom Investors
Axiom Investors
Connecticut
$1.19B -$479M 7 10.46% Reduced