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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
AQR Capital Management
AQR Capital Management
Connecticut
$4.04B +$1.7M 67 5.58% Increased
127
GQG Partners
GQG Partners
Florida
$4.04B -$4.38B 5 6.33% Reduced
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.02B +$158M 55 10.12% Increased
129
Temasek Holdings
Temasek Holdings
Singapore
$4.02B +$26.5M 12 16.27% Increased
130
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$4.01B -$79.1M 40 5.34% Reduced
131
William Blair & Company
William Blair & Company
Illinois
$3.98B -$35.8M 32 11.68% Reduced
132
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.95B +$81.7M 13 12.11% Increased
133
Coatue Management
Coatue Management
New York
$3.95B +$873M 13 14.67% Increased
134
Two Sigma Advisers
Two Sigma Advisers
New York
$3.84B -$675M 69 9% Reduced
135
Natixis Advisors
Natixis Advisors
Massachusetts
$3.81B +$328M 31 7.43% Increased
136
Tiger Global Management
Tiger Global Management
New York
$3.7B +$19.6M 11 15.77% Increased
137
First Trust Advisors
First Trust Advisors
Illinois
$3.61B -$502M 44 3.44% Reduced
138
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.6B -$269M 56 5.58% Reduced
139
Danske Bank
Danske Bank
Denmark
$3.59B +$159M 41 11.95% Increased
140
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.49B +$115M 68 10.4% Increased
141
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.46B -$723M 72 10.76% Reduced
142
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.44B -$321M 23 6.08% Reduced
143
Renaissance Technologies
Renaissance Technologies
New York
$3.41B -$11.8M 105 5.13% Reduced
144
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$3.37B -$42.4M 4 48.93% Reduced
145
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.35B -$359M 13 2.55% Reduced
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.35B -$22.8M 38 13.27% Reduced
147
Axa
Axa
France
$3.31B -$199M 24 9.81% Reduced
148
Baird Financial Group
Baird Financial Group
Wisconsin
$3.31B -$27.5M 19 6.42% Reduced
149
NMO
Newlands Management Operations
Texas
$3.3B +$73M 6 23.8% Increased
150
KBC Group
KBC Group
Belgium
$3.26B -$171M 37 9.85% Reduced