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 |
Boston Partners
Boston,
Massachusetts
| $1.19B | -$65.1M | 8 | 1.77% | Reduced |
|
| 127 |
Artisan Partners
Milwaukee,
Wisconsin
| $1.19B | +$165M | 9 | 2.14% | Increased |
|
| 128 |
JP
Jana Partners
New York
| $1.15B | +$371M | 1 | 6.69% | Increased |
|
| 129 |
Orbis Holdings
Hamilton,
Bermuda
| $1.14B | -$214M | 7 | 9.13% | Reduced |
|
| 130 |
HH
HSG Holding
Na,
Hong Kong
| $1.14B | +$217M | 2 | 82.75% | Increased |
|
| 131 |
Swedbank
Stockholm,
Sweden
| $1.14B | -$35.6M | 1 | 8.88% | Reduced |
|
| 132 |
Parnassus Investments
San Francisco,
California
| $1.14B | +$226M | 5 | 8.17% | Increased |
|
| 133 |
Fayez Sarofim & Co
Houston,
Texas
| $1.13B | -$64M | 9 | 5.56% | Reduced |
|
| 134 |
Panagora Asset Management
Boston,
Massachusetts
| $1.12B | +$10.5M | 26 | 5.69% | Increased |
|
| 135 |
Amundi Asset Management US
Boston,
Massachusetts
| $1.12B | -$65M | 9 | 3.99% | Reduced |
|
| 136 |
STRS Ohio
Columbus,
Ohio
| $1.09B | -$16.4M | 15 | 4.82% | Reduced |
|
| 137 |
Sculptor Capital
New York
| $1.09B | -$77.8M | 6 | 3.54% | Reduced |
|
| 138 |
Calamos Advisors
Naperville,
Illinois
| $1.09B | -$104M | 5 | 6.84% | Reduced |
|
| 139 |
Marsico Capital Management
Denver,
Colorado
| $1.09B | +$8.25M | 4 | 9.17% | Increased |
|
| 140 |
Bessemer Group
Woodbridge,
New Jersey
| $1.08B | +$4.88M | 14 | 5.5% | Increased |
|
| 141 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.06B | +$41.2M | 16 | 4.39% | Increased |
|
| 142 |
Vontobel Asset Management
New York
| $1.05B | +$163M | 4 | 7.99% | Increased |
|
| 143 |
Axa
Paris,
France
| $1.05B | +$7.08M | 14 | 4.32% | Increased |
|
| 144 |
Capital International Investors
Los Angeles,
California
| $1.03B | -$87.4M | 5 | 1.87% | Reduced |
|
| 145 |
Millennium Management
New York
| $1.02B | +$458M | 37 | 1.9% | Increased |
|
| 146 |
Sanders Capital
West Palm Beach,
Florida
| $1.02B | -$20.3M | 2 | 10.08% | Reduced |
|
| 147 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $1.01B | +$2.87M | 40 | 4.06% | Increased |
|
| 148 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $995M | +$44.2M | 25 | 5.69% | Increased |
|
| 149 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| $981M | +$60.7M | 11 | 7.18% | Increased |
|
| 150 |
Edgewood Management
Greenwich,
Connecticut
| $978M | -$237M | 2 | 8.76% | Reduced |
|