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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
126
Gates Foundation Trust
Gates Foundation Trust
Washington
$913M +$38.7M 1 4.55% Increased
127
Manning & Napier Advisors
Manning & Napier Advisors
New York
$913M -$129M 4 4.13% Reduced
128
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$911M +$95.2M 4 3.48% Increased
129
abrdn Investment Management
abrdn Investment Management
United Kingdom
$902M +$52.9M 8 4.77% Increased
130
USAA
United Services Automobile Association
Texas
$894M -$16.7M 10 3.55% Reduced
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$888M +$14M 21 4.75% Increased
132
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$853M -$45.6M 8 6.82% Reduced
133
TCW Group
TCW Group
California
$851M -$8.16M 9 3.59% Reduced
134
Yacktman Asset Management
Yacktman Asset Management
Texas
$841M +$188M 5 3.45% Increased
135
Orbis Holdings
Orbis Holdings
Bermuda
$818M +$267M 4 5.66% Increased
136
NFA
Nationwide Fund Advisors
Ohio
$812M -$5.71M 39 3.38% Reduced
137
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$812M -$293M 9 2.46% Reduced
138
General Atlantic
General Atlantic
New York
$795M -$81.6M 2 43.52% Reduced
139
MC
Montag & Caldwell
Georgia
$794M -$16M 4 5.94% Reduced
140
Wasatch Advisors
Wasatch Advisors
Utah
$786M -$3.17M 12 7.71% Reduced
141
Axa
Axa
France
$775M +$12M 16 3.47% Increased
142
Edgewood Management
Edgewood Management
Connecticut
$766M -$5.8M 3 8.57% Reduced
143
Canada Life
Canada Life
Manitoba, Canada
$765M +$22.2M 26 2.72% Increased
144
Epoch Investment Partners
Epoch Investment Partners
New York
$748M -$51M 3 3.16% Reduced
145
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$743M -$33.1M 9 4.41% Reduced
146
Renaissance Technologies
Renaissance Technologies
New York
$734M -$163M 32 1.76% Reduced
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$727M +$5.19M 7 5.31% Increased
148
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$709M -$61.1M 9 5.42% Reduced
149
NMC
NEA Management Company
Maryland
$709M -$41.7M 2 34.25% Reduced
150
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$706M +$43.1M 17 3.63% Increased