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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
151
Holocene Advisors
Holocene Advisors
New York
$4.38B -$343M 15 9.87% Reduced
152
Daiwa Securities Group
Daiwa Securities Group
Japan
$4.29B +$331M 36 8.39% Increased
153
Sands Capital Management
Sands Capital Management
Virginia
$4.28B -$1.41B 13 15.89% Reduced
154
APG Asset Management
APG Asset Management
Netherlands
$4.28B +$668M 15 10.5% Increased
155
Storebrand Asset Management
Storebrand Asset Management
Norway
$4.24B +$86.7M 25 10.45% Increased
156
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.18B +$149M 85 6.4% Increased
157
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$4.14B -$164M 74 4.94% Reduced
158
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.1B -$68.1M 16 9.23% Reduced
159
Artisan Partners
Artisan Partners
Wisconsin
$4.08B -$142M 14 6.46% Reduced
160
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$4.02B +$89.4M 61 10.01% Increased
161
Osaic Holdings
Osaic Holdings
Arizona
$4B +$296M 127 4.7% Increased
162
NMO
Newlands Management Operations
Texas
$3.99B $0 6 24.1% Maintained
163
Federated Hermes
Federated Hermes
Pennsylvania
$3.99B +$371M 56 5.74% Increased
164
Truist Financial
Truist Financial
North Carolina
$3.97B +$25.4M 33 4.75% Increased
165
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$3.97B -$56.5M 39 11.3% Reduced
166
Man Group
Man Group
United Kingdom
$3.92B +$328M 60 6.26% Increased
167
William Blair & Company
William Blair & Company
Illinois
$3.92B -$230M 34 10.21% Reduced
168
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.9B +$147M 51 3.55% Increased
169
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.88B +$194M 49 5.93% Increased
170
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.87B -$209M 44 4.87% Reduced
171
Fred Alger Management
Fred Alger Management
New York
$3.86B +$97.4M 12 12.86% Increased
172
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.85B -$2.61B 21 5.82% Reduced
173
Nomura Asset Management
Nomura Asset Management
Japan
$3.84B +$6.72M 33 8.22% Increased
174
Brown Advisory
Brown Advisory
Maryland
$3.83B -$429M 27 5.93% Reduced
175
Credit Agricole
Credit Agricole
France
$3.8B +$61.1M 33 7.72% Increased