← All themes

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
Parnassus Investments
Parnassus Investments
California
$912M -$110M 5 6.89% Reduced
152
LPU
Lansdowne Partners (UK)
United Kingdom
$897M -$53.3M 4 8.07% Reduced
153
Janus Henderson Group
Janus Henderson Group
$885M +$165M 15 6.38% Increased
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$881M +$13.5M 24 5.12% Increased
155
Vontobel Asset Management
Vontobel Asset Management
New York
$881M -$113M 4 7.19% Reduced
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$868M +$33.3M 9 4.62% Increased
157
Chevy Chase Trust
Chevy Chase Trust
Maryland
$864M -$21.1M 8 5.4% Reduced
158
Canada Life
Canada Life
Manitoba, Canada
$841M -$35.7M 35 2.77% Reduced
159
BAMCO Inc
BAMCO Inc
New York
$823M +$29.4M 8 3.3% Increased
160
PGGM Investments
PGGM Investments
Netherlands
$821M -$35.7M 4 3.68% Reduced
161
Yacktman Asset Management
Yacktman Asset Management
Texas
$820M -$16.5M 3 3.4% Reduced
162
Wellcome Trust
Wellcome Trust
United Kingdom
$807M -$15.1M 3 16.65% Reduced
163
CI Investments Inc
CI Investments Inc
Ontario, Canada
$799M +$84.7M 4 9.03% Increased
164
Victory Capital Management
Victory Capital Management
Texas
$794M +$184M 8 2.93% Increased
165
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$783M -$136M 9 6.46% Reduced
166
Manning & Napier Advisors
Manning & Napier Advisors
New York
$776M -$42.2M 8 3.43% Reduced
167
M&T Bank
M&T Bank
New York
$775M -$132M 20 4.85% Reduced
168
SH
SeaTown Holdings
Singapore
$774M -$13.5M 1 60.44% Reduced
169
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$772M -$79.1M 15 4.13% Reduced
170
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$770M +$32.7M 30 6.05% Increased
171
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$764M +$38.1M 12 5.79% Increased
172
US Bancorp
US Bancorp
Minnesota
$763M -$1.36M 31 2.95% Reduced
173
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$757M -$44.6M 8 2% Reduced
174
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$755M -$128M 16 4.19% Reduced
175
JP
Jana Partners
New York
$755M -$421M 1 6.57% Reduced