← 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
Millennium Management
Millennium Management
New York
$844M -$133M 39 1.77% Reduced
152
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$842M +$3.17M 15 2.33% Increased
153
Boston Partners
Boston Partners
Massachusetts
$839M -$309M 8 1.2% Reduced
154
Pzena Investment Management
Pzena Investment Management
New York
$836M -$22M 3 5.16% Reduced
155
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$834M +$20.9M 16 2.51% Increased
156
Bessemer Group
Bessemer Group
New Jersey
$832M -$11.4M 20 4.63% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$826M -$45M 11 4.86% Reduced
158
Guggenheim Capital
Guggenheim Capital
Illinois
$817M +$89.9M 36 2.38% Increased
159
Renaissance Technologies
Renaissance Technologies
New York
$811M +$599M 39 1.77% Increased
160
Canada Life
Canada Life
Manitoba, Canada
$804M +$19M 36 3.09% Increased
161
Sculptor Capital
Sculptor Capital
New York
$803M -$800M 13 4.38% Reduced
162
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$803M -$27.2M 38 5.82% Reduced
163
BAMCO Inc
BAMCO Inc
New York
$800M -$9.6M 9 3.71% Reduced
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$783M -$50M 17 4.64% Reduced
165
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$774M -$148K 8 6.47% Reduced
166
US Bancorp
US Bancorp
Minnesota
$763M +$3.35M 38 3.07% Increased
167
CCI
Columbus Circle Investors
$760M -$51.9M 4 6.1% Reduced
168
Raymond James & Associates
Raymond James & Associates
Florida
$731M +$77.6M 19 2.62% Increased
169
Prudential plc
Prudential plc
United Kingdom
$724M +$18.4M 10 2.94% Increased
170
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$709M -$32.9M 10 4.08% Reduced
171
William Blair & Company
William Blair & Company
Illinois
$699M -$69.7M 20 6.56% Reduced
172
TI
TRG Investments
Virginia
$699M +$648M 2 100% New
173
Westfield Capital Management
Westfield Capital Management
Massachusetts
$686M -$66.4M 5 4.62% Reduced
174
GC
Greenlight Capital
New York
$673M -$555M 2 12.3% Reduced
175
Federated Hermes
Federated Hermes
Pennsylvania
$670M +$24.1M 28 2.12% Increased