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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
76
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$3.87B +$64.2M 69 9.2% Increased
77
Bessemer Group
Bessemer Group
New Jersey
$3.84B -$131M 44 9.58% Reduced
78
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.7B +$780M 113 0.92% Increased
79
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.63B +$8.88M 13 8.31% Increased
80
GQG Partners
GQG Partners
Florida
$3.61B +$1.29B 4 8.86% Increased
81
Stifel Financial
Stifel Financial
Missouri
$3.55B +$50.8M 45 5.56% Increased
82
Korea Investment Corp
Korea Investment Corp
South Korea
$3.52B -$20.9M 26 10.75% Reduced
83
ProShare Advisors
ProShare Advisors
Maryland
$3.48B -$1.65B 57 11.54% Reduced
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.47B -$825M 113 4.07% Reduced
85
Primecap Management
Primecap Management
California
$3.44B -$360M 9 3.08% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.29B +$276M 37 8.43% Increased
87
VOYA Investment Management
VOYA Investment Management
Georgia
$3.29B -$95.7M 69 8.3% Reduced
88
Tiger Global Management
Tiger Global Management
New York
$3.27B -$3.12B 16 27.39% Reduced
89
LPL Financial
LPL Financial
California
$3.21B +$85.3M 57 3.05% Increased
90
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.15B -$18.4M 25 8.18% Reduced
91
Canada Life
Canada Life
Manitoba, Canada
$3.13B -$217M 66 8.26% Reduced
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.12B +$473M 72 4.87% Increased
93
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.1B +$499M 76 7.88% Increased
94
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.1B -$702M 70 5.17% Reduced
95
US Bancorp
US Bancorp
Minnesota
$3.09B -$65.3M 83 5.98% Reduced
96
Victory Capital Management
Victory Capital Management
Texas
$3.06B -$120M 50 3.48% Reduced
97
SC US (TTGP)
SC US (TTGP)
California
$3.01B $0 5 35.07% Maintained
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3B -$166M 68 7.83% Reduced
99
Renaissance Technologies
Renaissance Technologies
New York
$2.95B +$783M 126 3.5% Increased
100
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.95B +$231M 69 1.65% Increased