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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.11B +$11.4M 36 5.49% Increased
127
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$3.11B +$104M 6 25.99% Increased
128
Renaissance Technologies
Renaissance Technologies
New York
$3.09B +$63.9M 125 4.45% Increased
129
Mariner
Mariner
Kansas
$3.08B +$55.7M 50 8.23% Increased
130
William Blair & Company
William Blair & Company
Illinois
$3.04B +$15.7M 31 11.13% Increased
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.02B -$9.08M 31 10.18% Reduced
132
AQR Capital Management
AQR Capital Management
Connecticut
$2.98B +$75.6M 49 6.34% Increased
133
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.98B -$103M 25 11.96% Reduced
134
Axa
Axa
France
$2.98B -$102M 31 9.89% Reduced
135
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.92B +$138M 19 9.05% Increased
136
SEI Investments
SEI Investments
Pennsylvania
$2.9B +$138M 64 5.06% Increased
137
Two Sigma Advisers
Two Sigma Advisers
New York
$2.87B +$271M 76 7.31% Increased
138
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.87B +$374M 36 4.35% Increased
139
Alkeon Capital Management
Alkeon Capital Management
New York
$2.85B -$80.7M 13 4.99% Reduced
140
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.81B +$357M 16 3.34% Increased
141
Citadel Advisors
Citadel Advisors
Florida
$2.78B +$299M 125 0.57% Increased
142
Truist Financial
Truist Financial
North Carolina
$2.77B -$36.9M 33 4.6% Reduced
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.77B -$15.5M 38 13.18% Reduced
144
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.75B +$11.9M 4 60.34% Increased
145
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.74B -$103M 42 11.05% Reduced
146
BAMCO Inc
BAMCO Inc
New York
$2.74B +$91.5M 12 7.58% Increased
147
Osaic Holdings
Osaic Holdings
Arizona
$2.71B -$19.4M 124 4.87% Reduced
148
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.7B +$46.8M 16 7.2% Increased
149
First Trust Advisors
First Trust Advisors
Illinois
$2.7B +$328M 43 3.07% Increased
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.59B +$11M 33 3.93% Increased