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 |
Aviva
London,
United Kingdom
| $2.58B | +$204M | 29 | 10.52% | Increased |
|
| 152 |
ING Group
Amsterdam,
Netherlands
| $2.53B | +$1.27B | 14 | 19.22% | Increased |
|
| 153 |
Baird Financial Group
Milwaukee,
Wisconsin
| $2.53B | -$406M | 19 | 6.68% | Reduced |
|
| 154 |
Harris Associates
Chicago,
Illinois
| $2.51B | -$1.06B | 6 | 4.73% | Reduced |
|
| 155 |
Quilter Plc
London,
United Kingdom
| $2.51B | -$13.4M | 10 | 9.73% | Reduced |
|
| 156 |
Generation Investment Management
London,
United Kingdom
| $2.44B | +$32.8M | 3 | 11.83% | Increased |
|
| 157 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.44B | -$220M | 12 | 3.92% | Reduced |
|
| 158 |
Flossbach Von Storch
Cologne,
Germany
| $2.43B | -$52.8M | 9 | 9.81% | Reduced |
|
| 159 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $2.41B | +$700M | 21 | 6.32% | Increased |
|
| 160 |
STRS Ohio
Columbus,
Ohio
| $2.4B | -$91.7M | 47 | 10.11% | Reduced |
|
| 161 |
NMO
Newlands Management Operations
Dallas,
Texas
| $2.32B | +$847M | 7 | 24.71% | Increased |
|
| 162 |
AustralianSuper
Melbourne,
Australia
| $2.31B | +$202M | 9 | 14.67% | Increased |
|
| 163 |
Fred Alger Management
New York
| $2.31B | -$113M | 16 | 11.78% | Reduced |
|
| 164 |
Federated Hermes
Pittsburgh,
Pennsylvania
| $2.3B | +$49.3M | 62 | 5.72% | Increased |
|
| 165 |
Temasek Holdings
Singapore
| $2.27B | -$103M | 10 | 13.15% | Reduced |
|
| 166 |
Asset Management One
Tokyo,
Japan
| $2.26B | -$4.43M | 31 | 9.58% | Reduced |
|
| 167 |
Coatue Management
New York
| $2.23B | +$648M | 13 | 10.9% | Increased |
|
| 168 |
Creative Planning
Overland Park,
Kansas
| $2.22B | -$5.3M | 39 | 2.96% | Reduced |
|
| 169 |
Man Group
London,
United Kingdom
| $2.21B | +$2.05B | 50 | 6.82% | New |
|
| 170 |
Zurich Cantonal Bank
Zurich,
Switzerland
| $2.16B | +$44.4M | 71 | 9.55% | Increased |
|
| 171 |
Acadian Asset Management
Boston,
Massachusetts
| $2.14B | +$434M | 56 | 8.8% | Increased |
|
| 172 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $2.13B | +$4.78M | 20 | 11.18% | Increased |
|
| 173 |
Storebrand Asset Management
Lysaker,
Norway
| $2.1B | +$140M | 32 | 9.6% | Increased |
|
| 174 |
KBC Group
Brussels,
Belgium
| $2.1B | -$465M | 35 | 8.62% | Reduced |
|
| 175 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $2.07B | -$162M | 39 | 4.72% | Reduced |
|