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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
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.04B +$53.9M 62 6.23% Increased
352
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.02B +$32.3M 7 13.48% Increased
353
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.02B +$101M 6 4.64% Increased
354
Perpetual Ltd
Perpetual Ltd
Australia
$1.02B +$389M 13 11.96% Increased
355
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$1B +$771M 21 10.54% Increased
356
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$1,000M -$159M 14 7.6% Reduced
357
Epoch Investment Partners
Epoch Investment Partners
New York
$997M -$72.3M 8 4.83% Reduced
358
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$989M +$32.5M 67 8.78% Increased
359
Bridgewater Associates
Bridgewater Associates
Connecticut
$986M -$240M 22 4.52% Reduced
360
Guggenheim Capital
Guggenheim Capital
Illinois
$985M -$13.9M 30 7.99% Reduced
361
Harris Associates
Harris Associates
Illinois
$977M -$228M 7 1.29% Reduced
362
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$977M +$51.6M 24 9.98% Increased
363
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$976M -$59.8M 3 5.31% Reduced
364
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$972M +$43.2M 95 4.03% Increased
365
New York Life Investment Management
New York Life Investment Management
New York
$959M +$14.3M 20 9.37% Increased
366
Dorsal Capital Management
Dorsal Capital Management
California
$948M +$15.7M 4 22.4% Increased
367
Carmignac Gestion
Carmignac Gestion
France
$938M -$39.9M 11 14.95% Reduced
368
Private Advisor Group
Private Advisor Group
New Jersey
$923M +$1.68M 27 5.2% Increased
369
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$923M -$481M 6 16.64% Reduced
370
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$919M +$724M 6 15.47% Increased
371
Mediolanum International Funds
Mediolanum International Funds
Ireland
$919M +$12.7M 14 11.91% Increased
372
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$915M -$44.5M 23 10.23% Reduced
373
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$905M -$15.1M 5 9.79% Reduced
374
INTECH Investment Management
INTECH Investment Management
Florida
$899M -$161M 60 8.71% Reduced
375
Aware Super
Aware Super
Australia
$897M +$855M 11 14.3% New