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 |
First Manhattan
New York
| $2.62B | +$90.9M | 35 | 8.56% | Increased |
|
| 152 |
Dodge & Cox
San Francisco,
California
| $2.6B | +$542M | 9 | 1.58% | Increased |
|
| 153 |
STRS Ohio
Columbus,
Ohio
| $2.59B | +$33.3M | 49 | 9.46% | Increased |
|
| 154 |
Skye Global Management
West Palm Beach,
Florida
| $2.55B | +$534M | 5 | 41.59% | Increased |
|
| 155 |
Independent Franchise Partners
London,
United Kingdom
| $2.49B | +$270M | 7 | 19.64% | Increased |
|
| 156 |
Generation Investment Management
London,
United Kingdom
| $2.49B | +$468M | 4 | 11.39% | Increased |
|
| 157 |
Osaic Holdings
Scottsdale,
Arizona
| $2.47B | -$16.5M | 130 | 4.79% | Reduced |
|
| 158 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.47B | -$565M | 16 | 3.26% | Reduced |
|
| 159 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $2.46B | -$129M | 54 | 5.56% | Reduced |
|
| 160 |
Millennium Management
New York
| $2.41B | -$1.79B | 123 | 1.28% | Reduced |
|
| 161 |
BAMCO Inc
New York
| $2.4B | +$145M | 14 | 5.89% | Increased |
|
| 162 |
Asset Management One
Tokyo,
Japan
| $2.39B | -$117M | 39 | 9.33% | Reduced |
|
| 163 |
Retirement Systems of Alabama
Montgomery,
Alabama
| $2.39B | -$29.6M | 15 | 8.75% | Reduced |
|
| 164 |
Viking Global Investors
Stamford,
Connecticut
| $2.39B | +$11.1M | 8 | 9.64% | Increased |
|
| 165 |
National Bank of Canada
Montreal,
Quebec, Canada
| $2.37B | -$141M | 59 | 7% | Reduced |
|
| 166 |
BNP Paribas Asset Management
Paris,
France
| $2.31B | +$36.4M | 20 | 8.04% | Increased |
|
| 167 |
GQG Partners
Ft. Lauderdale,
Florida
| $2.3B | +$364M | 1 | 5.33% | Increased |
|
| 168 |
Citadel Advisors
Miami,
Florida
| $2.3B | -$1.55B | 134 | 0.47% | Reduced |
|
| 169 |
Coatue Management
New York
| $2.2B | -$585M | 11 | 16.08% | Reduced |
|
| 170 |
Ninety One (UK)
London,
United Kingdom
| $2.19B | -$79.6M | 6 | 5.58% | Reduced |
|
| 171 |
Winslow Capital Management
Minneapolis,
Minnesota
| $2.18B | -$1.1B | 6 | 9.47% | Reduced |
|
| 172 |
Storebrand Asset Management
Lysaker,
Norway
| $2.16B | -$67.4M | 33 | 10.16% | Reduced |
|
| 173 |
William Blair Investment Management
Chicago,
Illinois
| $2.15B | -$31.7M | 19 | 6.44% | Reduced |
|
| 174 |
KBC Group
Brussels,
Belgium
| $2.14B | -$237M | 34 | 8.46% | Reduced |
|
| 175 |
Eagle Capital Management (New York)
New York
| $2.14B | -$68.8M | 1 | 7.22% | Reduced |
|