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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
BAMCO Inc
BAMCO Inc
New York
$1.53B +$1.58M 9 7.06% Increased
127
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.52B -$148M 4 13.53% Reduced
128
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.51B $0 2 6.16% Maintained
129
ProShare Advisors
ProShare Advisors
Maryland
$1.47B +$221M 29 9.6% Increased
130
Artisan Partners
Artisan Partners
Wisconsin
$1.47B -$1B 8 2.99% Reduced
131
National Pension Service
National Pension Service
South Korea
$1.45B +$66.7M 9 7.18% Increased
132
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.45B -$161M 23 4.89% Reduced
133
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.43B -$133M 32 6.22% Reduced
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.43B -$23.3M 19 3.64% Reduced
135
US Bancorp
US Bancorp
Minnesota
$1.41B -$8.79M 48 4.34% Reduced
136
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.4B -$88.5M 13 10.49% Reduced
137
Prudential plc
Prudential plc
United Kingdom
$1.36B -$16.4M 15 4.24% Reduced
138
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.36B -$44.1M 32 9.01% Reduced
139
STRS Ohio
STRS Ohio
Ohio
$1.36B -$92.8M 22 5.99% Reduced
140
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.3B -$198M 5 11.91% Reduced
141
PGP
Prescott General Partners
Florida
$1.29B -$27.7M 5 53.65% Reduced
142
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.28B +$40.3M 14 16.72% Increased
143
Stifel Financial
Stifel Financial
Missouri
$1.27B -$17.1M 32 4.02% Reduced
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.27B -$108M 28 6.62% Reduced
145
Aperio Group
Aperio Group
California
$1.26B +$31.5M 36 6.25% Increased
146
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.25B -$236M 3 7.12% Reduced
147
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22B -$138M 14 7.46% Reduced
148
Boston Partners
Boston Partners
Massachusetts
$1.22B -$716M 13 1.47% Reduced
149
Guggenheim Capital
Guggenheim Capital
Illinois
$1.2B -$42.7M 42 2.92% Reduced
150
Federated Hermes
Federated Hermes
Pennsylvania
$1.17B -$8.74M 39 3.39% Reduced