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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
$2.68B +$5.1M 15 10.59% Increased
127
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.67B +$11M 40 5.07% Increased
128
Corient Private Wealth
Corient Private Wealth
Florida
$2.67B +$652M 43 7.17% Increased
129
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.65B +$239M 27 11.76% Increased
130
Tiger Global Management
Tiger Global Management
New York
$2.64B +$306M 10 24.05% Increased
131
Quilter Plc
Quilter Plc
United Kingdom
$2.62B +$4.99M 10 10.05% Increased
132
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.6B -$1.38M 32 9.27% Reduced
133
Mariner
Mariner
Kansas
$2.59B +$511M 48 7.52% Increased
134
Artisan Partners
Artisan Partners
Wisconsin
$2.59B +$104M 15 4.26% Increased
135
Baird Financial Group
Baird Financial Group
Wisconsin
$2.58B +$62.4M 19 6.36% Increased
136
Temasek Holdings
Temasek Holdings
Singapore
$2.56B +$39.7M 10 15.2% Increased
137
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.55B +$1.08M 22 10.23% Increased
138
William Blair & Company
William Blair & Company
Illinois
$2.51B +$5.94M 30 10.04% Increased
139
AQR Capital Management
AQR Capital Management
Connecticut
$2.51B +$54.9M 45 5.5% Increased
140
Truist Financial
Truist Financial
North Carolina
$2.46B +$98.1M 35 4.24% Increased
141
SEI Investments
SEI Investments
Pennsylvania
$2.45B +$500M 65 4.54% Increased
142
HA
HHLR Advisors
Cayman Islands
$2.43B +$505M 16 43.17% Increased
143
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.43B +$8.33M 4 54.32% Increased
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.42B -$169M 39 10.06% Reduced
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.37B -$37.8M 42 12.23% Reduced
146
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.34B +$426M 54 5.77% Increased
147
Osaic Holdings
Osaic Holdings
Arizona
$2.33B -$7.6M 131 4.39% Reduced
148
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.31B -$170M 23 8% Reduced
149
Citadel Advisors
Citadel Advisors
Florida
$2.28B -$268M 131 0.5% Reduced
150
Two Sigma Advisers
Two Sigma Advisers
New York
$2.28B +$429M 71 5.89% Increased