← All themes

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
376
INTECH Investment Management
INTECH Investment Management
Florida
$895M +$31.5M 62 8.4% Increased
377
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$883M -$38.3M 8 11.3% Reduced
378
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$883M -$100M 18 7.36% Reduced
379
Perpetual Ltd
Perpetual Ltd
Australia
$877M -$322M 14 10.3% Reduced
380
New York Life Investment Management
New York Life Investment Management
New York
$876M -$3.27M 16 8.2% Reduced
381
Tidal Investments
Tidal Investments
Wisconsin
$875M +$61.3M 40 5.26% Increased
382
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$872M +$8.28M 70 6.81% Increased
383
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$871M -$236M 21 2.96% Reduced
384
Fiduciary Trust
Fiduciary Trust
Massachusetts
$869M -$7.4M 11 10.7% Reduced
385
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$854M -$79.3M 10 10.71% Reduced
386
Private Advisor Group
Private Advisor Group
New Jersey
$853M +$7.88M 30 4.6% Increased
387
DSM Capital Partners
DSM Capital Partners
Florida
$849M -$1.26M 4 12.55% Reduced
388
Caxton Associates (UK)
Caxton Associates (UK)
$849M +$466M 23 21.55% Increased
389
Woodline Partners
Woodline Partners
California
$845M +$106M 18 4.46% Increased
390
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$827M +$20.4M 18 10.73% Increased
391
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$826M -$30.6M 26 8.84% Reduced
392
Aware Super
Aware Super
Australia
$821M +$5.81M 10 12.05% Increased
393
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$821M -$90.5M 6 4.68% Reduced
394
TCW Group
TCW Group
California
$820M -$21.5M 9 6.43% Reduced
395
Zacks Investment Management
Zacks Investment Management
Illinois
$819M +$8.63M 18 7.01% Increased
396
Wasatch Advisors
Wasatch Advisors
Utah
$812M +$51.6M 6 4.25% Increased
397
Erste Asset Management
Erste Asset Management
Austria
$808M +$234M 22 6.8% Increased
398
AKRE Capital Management
AKRE Capital Management
Virginia
$807M +$66.8M 2 7.91% Increased
399
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$800M -$1.43M 14 7.07% Reduced
400
Yousif Capital Management
Yousif Capital Management
Michigan
$798M -$13.8M 36 8.6% Reduced