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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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$1.41B +$29.4M 11 7.28% Increased
152
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.39B +$362M 16 4.12% Increased
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.39B +$9.03M 35 7.39% Increased
154
Millennium Management
Millennium Management
New York
$1.37B +$139M 68 2.16% Increased
155
Alkeon Capital Management
Alkeon Capital Management
New York
$1.36B +$159M 7 4.81% Increased
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.32B -$43.7M 16 6.31% Reduced
157
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.31B +$214M 8 24.22% Increased
158
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.29B +$33.1M 25 4.69% Increased
159
NEAM
New England Asset Management
Connecticut
$1.29B $0 4 23.82% Maintained
160
Boston Partners
Boston Partners
Massachusetts
$1.29B +$158M 11 1.74% Increased
161
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.27B +$82.1M 16 4.49% Increased
162
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.25B +$171M 18 8.4% Increased
163
Aviva
Aviva
United Kingdom
$1.23B +$37.8M 25 8.35% Increased
164
PGP
Prescott General Partners
Florida
$1.23B $0 4 48.15% Maintained
165
Longview Partners
Longview Partners
Guernsey
$1.22B +$1.62M 1 5.7% Increased
166
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.22B -$77.4M 28 2.97% Reduced
167
Baird Financial Group
Baird Financial Group
Wisconsin
$1.21B +$28.6M 14 4.77% Increased
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.2B +$48.1M 23 5.58% Increased
169
GIM
Genesis Investment Management
United Kingdom
$1.2B +$1.21B 2 35.14% New
170
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.19B +$402M 2 8.52% Increased
171
Man Group
Man Group
United Kingdom
$1.19B +$260M 33 4.41% Increased
172
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.18B +$907M 21 8.92% Increased
173
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$1.16B +$153M 10 72.1% Increased
174
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.16B +$70.4M 21 3.94% Increased
175
SHIM
Spruce House Investment Management
New York
$1.16B +$64M 3 41.86% Increased