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 |
Brown Advisory
Baltimore,
Maryland
| $1.2B | -$116M | 15 | 4.11% | Reduced |
|
| 127 |
Janus Henderson Group
London,
| $1.17B | +$227M | 16 | 8.61% | Increased |
|
| 128 |
Citigroup
New York
| $1.17B | +$175M | 53 | 1.09% | Increased |
|
| 129 |
Edgewood Management
Greenwich,
Connecticut
| $1.15B | +$23M | 3 | 7.53% | Increased |
|
| 130 |
STRS Ohio
Columbus,
Ohio
| $1.13B | -$12.9M | 24 | 5.03% | Reduced |
|
| 131 |
Bessemer Group
Woodbridge,
New Jersey
| $1.11B | +$230M | 20 | 5.61% | Increased |
|
| 132 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.11B | -$24M | 9 | 6.05% | Reduced |
|
| 133 |
Korea Investment Corp
Seoul,
South Korea
| $1.1B | +$57.4M | 13 | 5.89% | Increased |
|
| 134 |
Raymond James & Associates
St Petersburg,
Florida
| $1.09B | +$159M | 27 | 2.97% | Increased |
|
| 135 |
abrdn Investment Management
Edinburgh,
United Kingdom
| $1.08B | +$22.6M | 6 | 4.46% | Increased |
|
| 136 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.08B | +$12.6M | 26 | 2.07% | Increased |
|
| 137 |
Manning & Napier Advisors
Fairport,
New York
| $1.02B | -$14.6M | 7 | 6.23% | Reduced |
|
| 138 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $1.01B | +$138M | 17 | 3.09% | Increased |
|
| 139 |
First Trust Advisors
Wheaton,
Illinois
| $1.01B | +$2.45M | 31 | 3.02% | Increased |
|
| 140 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $1.01B | +$39.2M | 44 | 4.21% | Increased |
|
| 141 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| $1B | -$17.8M | 19 | 4.84% | Reduced |
|
| 142 |
Renaissance Technologies
New York
| $998M | +$108M | 47 | 1.76% | Increased |
|
| 143 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $996M | -$215M | 12 | 4.7% | Reduced |
|
| 144 |
Wellcome Trust
London,
United Kingdom
| $975M | +$1M | 3 | 20.37% | Increased |
|
| 145 |
AIG
American International Group
New York
| $970M | +$19M | 41 | 3.85% | Increased |
|
| 146 |
Calamos Advisors
Naperville,
Illinois
| $968M | -$32.9M | 10 | 6.92% | Reduced |
|
| 147 |
BAMCO Inc
New York
| $962M | +$21.2M | 6 | 5.1% | Increased |
|
| 148 |
Orbis Allan Gray
Hamilton,
Bermuda
| $961M | -$42.3M | 4 | 6.73% | Reduced |
|
| 149 |
Axa
Paris,
France
| $935M | +$11.5M | 17 | 4.11% | Increased |
|
| 150 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $932M | -$21.9M | 20 | 4.25% | Reduced |
|