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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$789M +$557K 25 7.93% Increased
352
MUFG Americas
MUFG Americas
New York
$789M -$120M 10 13.88% Reduced
353
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$784M +$15.8M 10 4.84% Increased
354
Comgest Global Investors
Comgest Global Investors
France
$773M +$178M 7 10.12% Increased
355
IVGAI
Index Venture Growth Associates I
Jersey
$773M -$12.3M 2 100% Reduced
356
CFM
Coronation Fund Managers
South Africa
$772M -$161M 9 29.1% Reduced
357
WBC
Westpac Banking Corp
Australia
$772M +$15.7M 27 8.25% Increased
358
ICVCFIA
IDG China Venture Capital Fund IV Associates
Hong Kong
$762M $0 2 98.47% Maintained
359
Eagle Asset Management
Eagle Asset Management
Florida
$762M +$92.7M 13 3.44% Increased
360
VanEck Associates
VanEck Associates
New York
$756M -$135M 23 1.9% Reduced
361
Nissay Asset Management
Nissay Asset Management
Japan
$755M +$67.2M 22 6.4% Increased
362
Blackhill Capital
Blackhill Capital
New Jersey
$755M -$2.27M 3 65.34% Reduced
363
Huntington National Bank
Huntington National Bank
Ohio
$750M -$5.46M 42 7.49% Reduced
364
Riverbridge Partners
Riverbridge Partners
Minnesota
$746M +$26.3M 6 7.47% Increased
365
Xponance
Xponance
Pennsylvania
$743M -$9.3M 24 14.11% Reduced
366
WPL
WINDACRE PARTNERSHIP LLC
Texas
$737M -$6.9M 1 16.44% Reduced
367
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$717M +$28.6M 25 8.34% Increased
368
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$715M +$90.2M 4 11.8% Increased
369
HCM
Hitchwood Capital Management
New York
$701M -$10.4M 13 20.25% Reduced
370
PIM
Platinum Investment Management
Australia
$699M +$89.4M 9 19.67% Increased
371
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$693M -$756M 60 10.05% Reduced
372
Longview Partners
Longview Partners
Guernsey
$693M -$126M 1 4.37% Reduced
373
Boston Trust Walden
Boston Trust Walden
Massachusetts
$687M -$525K 8 6.09% Reduced
374
ACA
Abdiel Capital Advisors
New York
$685M +$348M 2 16.85% Increased
375
Epoch Investment Partners
Epoch Investment Partners
New York
$677M +$128M 9 3.76% Increased