← All themes

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
Generation Investment Management
Generation Investment Management
United Kingdom
$3.12B +$94.1M 3 15% Increased
152
Vontobel Holding
Vontobel Holding
Switzerland
$3.09B +$2.2B 37 10.04% Increased
153
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.09B +$655M 86 4.88% Increased
154
Renaissance Technologies
Renaissance Technologies
New York
$3.07B -$255M 102 5.21% Reduced
155
Baird Financial Group
Baird Financial Group
Wisconsin
$3.07B +$21.4M 21 6.36% Increased
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.01B -$82.8M 38 6.08% Reduced
157
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$2.98B -$376M 6 27.47% Reduced
158
Edgewood Management
Edgewood Management
Connecticut
$2.98B +$894M 4 8.07% Increased
159
Truist Financial
Truist Financial
North Carolina
$2.97B +$43.5M 38 4.52% Increased
160
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.93B -$2.48B 116 0.55% Reduced
161
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.86B +$272M 27 8.17% Increased
162
Alkeon Capital Management
Alkeon Capital Management
New York
$2.85B -$57.1M 8 4.67% Reduced
163
Coatue Management
Coatue Management
New York
$2.82B -$415M 11 10.97% Reduced
164
Creative Planning
Creative Planning
Kansas
$2.78B +$66.3M 51 2.97% Increased
165
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.78B -$36.1M 9 11.65% Reduced
166
Man Group
Man Group
United Kingdom
$2.77B +$143M 56 7% Increased
167
NMO
Newlands Management Operations
Texas
$2.76B -$227M 6 22.75% Reduced
168
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$2.69B +$2.51B 89 6.4% New
169
Nomura Asset Management
Nomura Asset Management
Japan
$2.69B +$230M 34 9.17% Increased
170
Fred Alger Management
Fred Alger Management
New York
$2.69B +$31.6M 11 13.07% Increased
171
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.68B -$98.4M 44 10.45% Reduced
172
BAMCO Inc
BAMCO Inc
New York
$2.61B +$76.4M 13 7.46% Increased
173
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.6B +$14.3M 22 11.01% Increased
174
STRS Ohio
STRS Ohio
Ohio
$2.54B -$64.8M 45 10.03% Reduced
175
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.54B +$76.5M 18 7.22% Increased