← 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
126
William Blair Investment Management
William Blair Investment Management
Illinois
$1.05B +$144M 9 4.24% Increased
127
STRS Ohio
STRS Ohio
Ohio
$1.04B -$12.1M 23 4.65% Reduced
128
Orbis Holdings
Orbis Holdings
Bermuda
$1.01B -$181M 5 7.9% Reduced
129
Discovery Capital Management
Discovery Capital Management
Connecticut
$1.01B -$186M 2 11.96% Reduced
130
SG Americas Securities
SG Americas Securities
New York
$997M -$5.55B 25 7.08% Reduced
131
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$995M -$36.4M 16 7.66% Reduced
132
Macquarie Group
Macquarie Group
Australia
$994M -$37.5M 22 2.04% Reduced
133
NFA
Nationwide Fund Advisors
Ohio
$985M -$19.6M 41 4.23% Reduced
134
Chevy Chase Trust
Chevy Chase Trust
Maryland
$965M -$4.73M 9 5.66% Reduced
135
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$961M +$15.5M 20 4.07% Increased
136
abrdn Investment Management
abrdn Investment Management
United Kingdom
$957M -$390M 6 4.05% Reduced
137
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$948M -$57.4M 19 4.56% Reduced
138
Citadel Advisors
Citadel Advisors
Florida
$942M -$270M 45 1.03% Reduced
139
Axa
Axa
France
$926M -$144M 22 4.05% Reduced
140
Wellcome Trust
Wellcome Trust
United Kingdom
$919M +$3.92M 3 18.31% Increased
141
AIG
American International Group
New York
$911M +$345M 49 3.74% Increased
142
Calamos Advisors
Calamos Advisors
Illinois
$898M -$26.2M 10 5.71% Reduced
143
Citigroup
Citigroup
New York
$896M -$228M 57 0.89% Reduced
144
Manning & Napier Advisors
Manning & Napier Advisors
New York
$888M +$110M 7 5.19% Increased
145
Janus Henderson Group
Janus Henderson Group
$882M -$52.2M 17 7.08% Reduced
146
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$874M -$40.9M 30 4.02% Reduced
147
Edgewood Management
Edgewood Management
Connecticut
$866M -$47.5M 2 6.43% Reduced
148
ING Group
ING Group
Netherlands
$860M +$117M 9 5.18% Increased
149
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$855M -$114M 11 6.55% Reduced
150
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$847M -$70.6M 29 5.19% Reduced