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 |
Brown Advisory
Baltimore,
Maryland
| $4.71B | +$593M | 27 | 7.1% | Increased |
|
| 102 |
Korea Investment Corp
Seoul,
South Korea
| $4.68B | +$309M | 30 | 13.41% | Increased |
|
| 103 |
Temasek Holdings
Singapore
| $4.66B | -$369M | 11 | 15.6% | Reduced |
|
| 104 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $4.63B | -$174M | 47 | 9.33% | Reduced |
|
| 105 |
Adage Capital Partners
Boston,
Massachusetts
| $4.58B | -$116M | 15 | 8.98% | Reduced |
|
| 106 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $4.54B | +$209M | 33 | 7.03% | Increased |
|
| 107 |
First Trust Advisors
Wheaton,
Illinois
| $4.53B | -$288M | 49 | 4.9% | Reduced |
|
| 108 |
Swedbank
Stockholm,
Sweden
| $4.51B | +$102M | 29 | 8.45% | Increased |
|
| 109 |
Natixis
Paris,
France
| $4.51B | -$616M | 22 | 19.68% | Reduced |
|
| 110 |
Stifel Financial
St. Louis,
Missouri
| $4.5B | +$124M | 57 | 6.73% | Increased |
|
| 111 |
Victory Capital Management
San Antonio,
Texas
| $4.43B | +$42.8M | 60 | 4.25% | Increased |
|
| 112 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $4.39B | -$110M | 48 | 9.09% | Reduced |
|
| 113 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| $4.38B | -$110M | 24 | 9.71% | Reduced |
|
| 114 |
Canada Life
Winnipeg,
Manitoba, Canada
| $4.36B | -$199M | 68 | 9.94% | Reduced |
|
| 115 |
Aberdeen Group
Edinburgh,
United Kingdom
| $4.33B | -$904M | 34 | 9.48% | Reduced |
|
| 116 |
Fred Alger Management
New York
| $4.31B | -$510M | 33 | 10.17% | Reduced |
|
| 117 |
VOYA Investment Management
Atlanta,
Georgia
| $4.29B | -$648M | 66 | 8.31% | Reduced |
|
| 118 |
Nikko Asset Management Americas
New York
| $4.16B | +$246M | 12 | 16.3% | Increased |
|
| 119 |
Pictet Asset Management (UK)
London,
United Kingdom
| $4.16B | -$225M | 47 | 4.53% | Reduced |
|
| 120 |
Renaissance Technologies
New York
| $4.14B | +$681M | 89 | 5.17% | Increased |
|
| 121 |
Citadel Advisors
Miami,
Florida
| $4.12B | +$452M | 126 | 0.92% | Increased |
|
| 122 |
SCGE Management
Menlo Park,
California
| $4.06B | +$62.5M | 9 | 38.05% | Increased |
|
| 123 |
D1 Capital Partners
New York
| $4.04B | +$1.1B | 8 | 26.38% | Increased |
|
| 124 |
CIBC Private Wealth Group
Atlanta,
Georgia
| $4.03B | -$83.2M | 21 | 9.25% | Reduced |
|
| 125 |
Whale Rock Capital Management
Boston,
Massachusetts
| $4.01B | +$521M | 13 | 26.15% | Increased |
|