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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.34B -$102M 33 7.19% Reduced
152
SEI Investments
SEI Investments
Pennsylvania
$1.32B -$120M 52 4.32% Reduced
153
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.32B +$5.52M 14 6.16% Increased
154
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$1.29B +$27.4M 9 6.69% Increased
155
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.29B -$4.43M 23 7.9% Reduced
156
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$1.28B +$627M 10 40.83% Increased
157
Macquarie Group
Macquarie Group
Australia
$1.28B +$20M 40 2.16% Increased
158
Alkeon Capital Management
Alkeon Capital Management
New York
$1.27B +$299M 9 5.04% Increased
159
Millennium Management
Millennium Management
New York
$1.26B -$101M 70 1.89% Reduced
160
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.24B +$292M 31 6.21% Increased
161
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.24B +$875M 5 49.22% Increased
162
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.21B +$241M 25 3.03% Increased
163
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.2B +$41.9M 9 20.61% Increased
164
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.2B +$266M 35 6.28% Increased
165
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.2B +$54.1M 26 4.6% Increased
166
HA
HHLR Advisors
Cayman Islands
$1.19B +$296M 7 26.56% Increased
167
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.18B +$1.81M 14 4.18% Increased
168
Edgewood Management
Edgewood Management
Connecticut
$1.17B +$11.4M 2 3.85% Increased
169
Aviva
Aviva
United Kingdom
$1.16B -$7.22M 25 8% Reduced
170
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$1.16B -$13M 2 32.95% Reduced
171
PGP
Prescott General Partners
Florida
$1.15B -$5.18M 4 44.21% Reduced
172
GGHC
Gilder Gagnon Howe & Co
New York
$1.15B -$4.26M 16 11.6% Reduced
173
NEAM
New England Asset Management
Connecticut
$1.14B -$329K 4 22.33% Reduced
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.12B -$142M 20 5.52% Reduced
175
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.11B -$96.9M 33 7.63% Reduced