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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.08B -$5.08M 9 5.71% Reduced
127
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.07B -$195M 21 4.62% Reduced
128
Macquarie Group
Macquarie Group
Australia
$1.06B +$72.9M 29 2.04% Increased
129
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.06B +$38.8M 6 3.68% Increased
130
Epoch Investment Partners
Epoch Investment Partners
New York
$1.05B +$345M 5 3.95% Increased
131
Brown Advisory
Brown Advisory
Maryland
$1.04B -$68.7M 20 3.73% Reduced
132
Edgewood Management
Edgewood Management
Connecticut
$1.04B +$8.47M 2 6.83% Increased
133
First Trust Advisors
First Trust Advisors
Illinois
$1.02B +$85.6M 33 3.03% Increased
134
Sanders Capital
Sanders Capital
Florida
$996M +$135M 2 7.09% Increased
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$989M +$90.9M 21 4.41% Increased
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$984M +$2.36M 10 5.3% Increased
137
Prudential plc
Prudential plc
United Kingdom
$966M +$79.8M 11 3.4% Increased
138
Acadian Asset Management
Acadian Asset Management
Massachusetts
$944M -$346M 28 4.59% Reduced
139
NFA
Nationwide Fund Advisors
Ohio
$940M -$35.6M 44 3.91% Reduced
140
Axa
Axa
France
$940M +$31.1M 19 4.41% Increased
141
Ninety One (UK)
Ninety One (UK)
United Kingdom
$937M +$214M 8 4.89% Increased
142
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$927M -$252M 15 2.34% Reduced
143
Wellcome Trust
Wellcome Trust
United Kingdom
$920M $0 3 18.4% Maintained
144
Renaissance Technologies
Renaissance Technologies
New York
$910M -$20.2M 43 1.44% Reduced
145
US Bancorp
US Bancorp
Minnesota
$909M +$8.21M 37 3.27% Increased
146
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$907M +$14.1M 13 4.95% Increased
147
Manning & Napier Advisors
Manning & Napier Advisors
New York
$895M -$54M 8 5.85% Reduced
148
Carmignac Gestion
Carmignac Gestion
France
$872M -$575M 6 6.77% Reduced
149
DZ Bank
DZ Bank
Germany
$868M +$882M 16 4.18% New
150
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$862M -$352M 50 4.04% Reduced