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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
Tiger Global Management
Tiger Global Management
New York
$2.86B +$134M 10 15.64% Increased
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.84B +$381M 36 5.71% Increased
153
Aviva
Aviva
United Kingdom
$2.81B -$33.8M 31 9.27% Reduced
154
Generation Investment Management
Generation Investment Management
United Kingdom
$2.81B -$204M 3 12.82% Reduced
155
Alkeon Capital Management
Alkeon Capital Management
New York
$2.8B +$245M 9 4.8% Increased
156
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.75B -$151M 37 11.86% Reduced
157
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.72B +$20.1M 4 69.28% Increased
158
Temasek Holdings
Temasek Holdings
Singapore
$2.69B +$46.9M 11 14.89% Increased
159
Baird Financial Group
Baird Financial Group
Wisconsin
$2.66B -$57.3M 20 5.58% Reduced
160
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.65B -$79.7M 55 9.22% Reduced
161
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$2.63B +$55.2M 71 9.2% Increased
162
Truist Financial
Truist Financial
North Carolina
$2.61B -$147M 40 3.95% Reduced
163
Natixis Advisors
Natixis Advisors
Massachusetts
$2.54B +$166M 26 5.85% Increased
164
Federated Hermes
Federated Hermes
Pennsylvania
$2.54B +$194M 61 5.85% Increased
165
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.48B +$50.9M 10 10.78% Increased
166
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.45B -$220M 39 9.58% Reduced
167
Fred Alger Management
Fred Alger Management
New York
$2.4B -$133M 11 11.9% Reduced
168
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.4B -$58.5M 2 9.26% Reduced
169
Man Group
Man Group
United Kingdom
$2.38B +$120M 57 6.01% Increased
170
Creative Planning
Creative Planning
Kansas
$2.32B +$63.8M 48 2.57% Increased
171
STRS Ohio
STRS Ohio
Ohio
$2.31B -$123M 49 9.22% Reduced
172
AustralianSuper
AustralianSuper
Australia
$2.29B -$265M 8 13.41% Reduced
173
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.27B +$4.62M 21 9.97% Increased
174
Skye Global Management
Skye Global Management
Florida
$2.26B +$85.4M 5 53.73% Increased
175
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.25B +$69.8M 30 11.02% Increased