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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
Natixis Advisors
Natixis Advisors
Massachusetts
$4.45B -$36.4M 31 7.05% Reduced
127
NMO
Newlands Management Operations
Texas
$4.39B +$3.83M 8 23.16% Increased
128
Artisan Partners
Artisan Partners
Wisconsin
$4.36B -$458M 14 6.38% Reduced
129
Renaissance Technologies
Renaissance Technologies
New York
$4.35B +$1.18B 97 5.78% Increased
130
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.22B -$91.5M 48 10.31% Reduced
131
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.18B -$153M 7 13.97% Reduced
132
HighTower Advisors
HighTower Advisors
Illinois
$4.16B +$40.2M 44 5.21% Increased
133
Corient Private Wealth
Corient Private Wealth
Florida
$4.14B -$171M 39 5.51% Reduced
134
APG Asset Management
APG Asset Management
Netherlands
$4.13B +$148M 24 12.24% Increased
135
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.1B +$1.15B 2 29.9% Increased
136
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.1B -$197M 47 5.42% Reduced
137
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$4.1B +$293M 62 10.02% Increased
138
William Blair & Company
William Blair & Company
Illinois
$4.05B -$39.3M 29 11.24% Reduced
139
Citadel Advisors
Citadel Advisors
Florida
$4.03B +$1.77B 120 0.7% Increased
140
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.99B +$466M 28 6.62% Increased
141
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.97B -$150M 17 8.48% Reduced
142
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.91B +$668M 76 3.97% Increased
143
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.89B -$227M 52 9.5% Reduced
144
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.88B -$12.8M 16 11.28% Reduced
145
Coatue Management
Coatue Management
New York
$3.66B -$38.8M 8 10.18% Reduced
146
Millennium Management
Millennium Management
New York
$3.64B -$330M 104 1.76% Reduced
147
Axa
Axa
France
$3.63B +$148M 28 10.44% Increased
148
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.61B +$104M 29 10.46% Increased
149
Baird Financial Group
Baird Financial Group
Wisconsin
$3.59B +$301M 22 6.29% Increased
150
Man Group
Man Group
United Kingdom
$3.57B +$768M 56 6.81% Increased