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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
&Partners
&Partners
Tennessee
$1.22B +$59.1M 21 6.03% Increased
327
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.22B $0 2 3.84% Maintained
328
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.21B +$783M 13 8.2% Increased
329
Macquarie Group
Macquarie Group
Australia
$1.21B -$661M 26 7.21% Reduced
330
EC
Eminence Capital
New York
$1.2B +$301M 5 27.55% Increased
331
SHIM
Spruce House Investment Management
New York
$1.19B -$25M 4 42.39% Reduced
332
TMC
Toyota Motor Corp
Japan
$1.18B $0 2 48.53% Maintained
333
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1.17B +$22.3M 12 6.88% Increased
334
ING Group
ING Group
Netherlands
$1.17B -$136M 15 7.16% Reduced
335
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16B -$509K 34 9.02% Reduced
336
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.15B -$192M 17 12.83% Reduced
337
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1.15B +$39.5M 23 8.05% Increased
338
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.15B +$256M 6 5.27% Increased
339
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.14B +$49.5M 6 13.88% Increased
340
Prudential plc
Prudential plc
United Kingdom
$1.13B -$6.08M 24 6.64% Reduced
341
Krane Funds Advisors
Krane Funds Advisors
New York
$1.13B -$133M 13 46.27% Reduced
342
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$1.13B +$23.7M 21 9.11% Increased
343
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$1.13B +$414M 2 9.02% Increased
344
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1.12B +$174M 3 8.47% Increased
345
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.12B -$26.9M 27 11.44% Reduced
346
QRG Capital Management
QRG Capital Management
Illinois
$1.11B +$115M 31 11.44% Increased
347
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.1B -$1.86M 79 9.39% Reduced
348
CFM
Coronation Fund Managers
South Africa
$1.09B +$337M 11 49.79% Increased
349
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.09B -$214M 13 7.69% Reduced
350
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.09B +$15.4M 52 10.71% Increased