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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.55B -$602M 25 11.27% Reduced
127
Natixis Advisors
Natixis Advisors
Massachusetts
$4.45B +$201M 33 8.31% Increased
128
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.44B -$1.1B 8 15.78% Reduced
129
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.36B +$719M 67 12.66% Increased
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.31B -$76.8M 55 11% Reduced
131
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.27B -$770M 19 8.88% Reduced
132
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.25B -$82.3M 14 12.95% Reduced
133
William Blair & Company
William Blair & Company
Illinois
$4.23B -$62.7M 33 12.31% Reduced
134
First Trust Advisors
First Trust Advisors
Illinois
$4.19B +$215M 48 3.69% Increased
135
Two Sigma Advisers
Two Sigma Advisers
New York
$4.1B -$12.9M 72 9.49% Reduced
136
SG Americas Securities
SG Americas Securities
New York
$4.05B -$1.59B 77 16.61% Reduced
137
Artisan Partners
Artisan Partners
Wisconsin
$4.02B -$1.15B 16 6.04% Reduced
138
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.97B +$141M 68 11.31% Increased
139
KBC Group
KBC Group
Belgium
$3.93B +$289M 37 10.82% Increased
140
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.89B +$125M 15 3.31% Increased
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.86B +$1.36B 114 0.58% Increased
142
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$3.83B -$52.7M 4 51.06% Reduced
143
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.8B +$718M 32 11.56% Increased
144
NMO
Newlands Management Operations
Texas
$3.79B +$633K 7 23.86% Increased
145
Millennium Management
Millennium Management
New York
$3.67B +$617M 115 1.79% Increased
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.66B -$15.7M 35 14.55% Reduced
147
Creative Planning
Creative Planning
Kansas
$3.65B +$196M 66 3.55% Increased
148
Temasek Holdings
Temasek Holdings
Singapore
$3.64B -$557M 13 14.37% Reduced
149
GQG Partners
GQG Partners
Florida
$3.64B -$623M 9 5.41% Reduced
150
Baird Financial Group
Baird Financial Group
Wisconsin
$3.62B +$50.6M 19 6.92% Increased