← 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
101
Russell Investments Group
Russell Investments Group
United Kingdom
$1.76B -$81.9M 49 3.13% Reduced
102
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.76B +$1.04B 19 5.33% Increased
103
JSP
Jackson Square Partners
California
$1.73B -$74.8M 7 8.87% Reduced
104
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.71B +$28.3M 41 6.88% Increased
105
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.71B +$36.6M 21 5.26% Increased
106
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.64B +$219M 1 8.36% Increased
107
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.64B -$113M 6 5.54% Reduced
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.57B -$78.3M 19 6.44% Reduced
109
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.52B +$696M 17 9.54% Increased
110
Raymond James & Associates
Raymond James & Associates
Florida
$1.47B +$49.4M 32 3.18% Increased
111
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.45B +$71.9M 4 13.04% Increased
112
Edgewood Management
Edgewood Management
Connecticut
$1.45B +$57.6M 2 7.1% Increased
113
Canada Life
Canada Life
Manitoba, Canada
$1.45B -$50.9M 46 3.87% Reduced
114
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.45B +$4.52M 8 6.9% Increased
115
Capital International Investors
Capital International Investors
California
$1.44B -$501M 4 1.92% Reduced
116
Brown Advisory
Brown Advisory
Maryland
$1.41B +$152M 21 4.33% Increased
117
Renaissance Technologies
Renaissance Technologies
New York
$1.41B -$126M 47 1.8% Reduced
118
Bessemer Group
Bessemer Group
New Jersey
$1.41B -$34.8M 13 5.67% Reduced
119
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.38B $0 2 5.97% Maintained
120
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.37B -$72.4M 3 5.38% Reduced
121
LPU
Lansdowne Partners (UK)
United Kingdom
$1.37B -$87.4M 3 11.96% Reduced
122
Harris Associates
Harris Associates
Illinois
$1.37B -$36.6M 4 2.46% Reduced
123
First Trust Advisors
First Trust Advisors
Illinois
$1.33B +$136M 33 3.55% Increased
124
Parnassus Investments
Parnassus Investments
California
$1.33B -$133M 4 5.61% Reduced
125
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.33B -$13.9M 9 6.35% Reduced