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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
351
TC
Tairen Capital
Hong Kong
$400M +$23.3M 6 43.34% Increased
352
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$398M -$36.8M 16 5.12% Reduced
353
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$397M -$133M 17 7.06% Reduced
354
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$395M -$35M 11 5.19% Reduced
355
CA
Cullinan Associates
Kentucky
$395M -$17.9M 7 32.27% Reduced
356
Congress Asset Management
Congress Asset Management
Massachusetts
$393M -$6.75M 9 5.99% Reduced
357
Mariner
Mariner
Kansas
$392M +$65.9M 8 4.9% Increased
358
AMF Tjänstepension
AMF Tjänstepension
Sweden
$391M -$33.3M 7 4.97% Reduced
359
Hosking Partners
Hosking Partners
United Kingdom
$390M -$15.3M 8 13.64% Reduced
360
Brighton Jones LLC
Brighton Jones LLC
Washington
$390M +$190M 11 41.04% Increased
361
Penserra Capital Management
Penserra Capital Management
California
$389M +$11.4M 49 26.46% Increased
362
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$389M +$34.1M 41 1.5% Increased
363
VanEck Associates
VanEck Associates
New York
$387M -$7.61M 15 1.97% Reduced
364
BAM
Brilliance Asset Management
Hong Kong
$384M -$27.8M 2 99.34% Reduced
365
SCM
Suvretta Capital Management
New York
$380M +$118M 4 10.26% Increased
366
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$378M +$16.7M 2 10.27% Increased
367
Capital International Inc
Capital International Inc
California
$376M +$39.9M 7 6.33% Increased
368
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$375M -$27.3M 7 4.2% Reduced
369
Rathbones Group
Rathbones Group
United Kingdom
$375M +$13.2M 10 10.93% Increased
370
Balyasny Asset Management
Balyasny Asset Management
Illinois
$374M -$146M 25 4.43% Reduced
371
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$373M +$192M 23 13.26% Increased
372
Swiss Life Asset Management
Swiss Life Asset Management
$372M +$86.8M 8 7.07% Increased
373
Amalgamated Bank
Amalgamated Bank
New York
$372M -$27.1M 30 9.08% Reduced
374
Stockbridge Partners
Stockbridge Partners
Massachusetts
$370M -$54.9M 1 14.69% Reduced
375
Huntington National Bank
Huntington National Bank
Ohio
$364M +$56.2M 30 6.81% Increased