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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.83B -$211M 47 6.55% Reduced
152
Nomura Holdings
Nomura Holdings
Japan
$2.8B -$1.22B 39 4.68% Reduced
153
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.75B +$9.66M 46 6.86% Increased
154
NEAM
New England Asset Management
Connecticut
$2.73B -$220K 4 55.23% Reduced
155
Gates Foundation Trust
Gates Foundation Trust
Washington
$2.67B -$380M 4 11.94% Reduced
156
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.63B +$22.4M 42 7.92% Increased
157
SEI Investments
SEI Investments
Pennsylvania
$2.63B -$41.7M 57 6.8% Reduced
158
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$2.63B -$51M 13 60.41% Reduced
159
Asset Management One
Asset Management One
Japan
$2.62B -$39.5M 36 10.8% Reduced
160
CIBC World Market
CIBC World Market
Ontario, Canada
$2.62B +$874M 24 8.32% Increased
161
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$2.61B +$235M 20 7.53% Increased
162
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.58B +$116M 31 11.59% Increased
163
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.58B -$172M 35 15.54% Reduced
164
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.56B +$112M 58 1.93% Increased
165
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2.55B -$159M 20 6.73% Reduced
166
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.54B +$93.5M 37 8.23% Increased
167
Cresset Asset Management
Cresset Asset Management
Illinois
$2.53B -$5.53M 21 41.11% Reduced
168
Truist Financial
Truist Financial
North Carolina
$2.53B +$28.6M 42 4.84% Increased
169
Harding Loevner
Harding Loevner
New Jersey
$2.53B -$35.7M 9 10.46% Reduced
170
STRS Ohio
STRS Ohio
Ohio
$2.5B -$58.5M 40 9.65% Reduced
171
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.47B -$14.5M 29 5.34% Reduced
172
Macquarie Group
Macquarie Group
Australia
$2.47B -$49.7M 61 3.61% Reduced
173
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.46B +$48.6M 21 12.9% Increased
174
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.45B +$143M 15 5.73% Increased
175
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.41B -$26.4M 16 9.48% Reduced