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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
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.65B -$34.3M 1 5.28% Reduced
152
SEI Investments
SEI Investments
Pennsylvania
$1.64B -$24M 53 4.89% Reduced
153
D1 Capital Partners
D1 Capital Partners
New York
$1.64B -$550M 4 24.01% Reduced
154
Truist Financial
Truist Financial
North Carolina
$1.59B +$1.26B 29 3.24% Increased
155
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.59B +$56.2M 27 5.09% Increased
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.57B -$47M 36 8.12% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.52B -$6.63M 16 6.76% Reduced
158
Aviva
Aviva
United Kingdom
$1.49B +$19.4M 27 9.01% Increased
159
Baird Financial Group
Baird Financial Group
Wisconsin
$1.48B +$181K 16 5.31% Increased
160
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.48B -$159M 19 3.59% Reduced
161
SHIM
Spruce House Investment Management
New York
$1.44B +$257M 3 47.17% Increased
162
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.44B -$389M 15 6.94% Reduced
163
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.43B +$32.7M 28 5.46% Increased
164
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.43B +$34.5M 21 9.88% Increased
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.42B +$228M 18 11.16% Increased
166
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.42B -$2.32M 21 6.26% Reduced
167
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.42B -$57.6M 18 8.91% Reduced
168
LPL Financial
LPL Financial
California
$1.41B +$80.5M 40 2.56% Increased
169
Boston Partners
Boston Partners
Massachusetts
$1.4B +$132M 13 1.85% Increased
170
Longview Partners
Longview Partners
Guernsey
$1.39B -$4.07M 1 5.82% Reduced
171
Cresset Asset Management
Cresset Asset Management
Illinois
$1.37B -$28.8M 13 36.95% Reduced
172
GIM
Genesis Investment Management
United Kingdom
$1.36B -$88.6M 2 34.81% Reduced
173
Macquarie Group
Macquarie Group
Australia
$1.36B +$41.7M 43 1.94% Increased
174
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$1.35B -$72.6M 9 73.15% Reduced
175
Man Group
Man Group
United Kingdom
$1.34B -$37.9M 34 4.42% Reduced