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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
SG Americas Securities
SG Americas Securities
New York
$3.57B -$504M 67 14.83% Reduced
152
Squarepoint
Squarepoint
New York
$3.47B +$396M 79 3.61% Increased
153
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.44B -$65.8M 85 6.67% Reduced
154
KBC Group
KBC Group
Belgium
$3.41B +$471M 39 9.21% Increased
155
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.38B -$36.7M 38 13.05% Reduced
156
Cerity Partners
Cerity Partners
New York
$3.37B +$106M 56 6.01% Increased
157
Creative Planning
Creative Planning
Kansas
$3.33B +$44.7M 65 2.84% Increased
158
Nomura Asset Management
Nomura Asset Management
Japan
$3.32B +$67.9M 36 9.09% Increased
159
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$3.31B -$223M 6 22.04% Reduced
160
Federated Hermes
Federated Hermes
Pennsylvania
$3.28B +$201M 58 6.18% Increased
161
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.28B -$628M 16 2.56% Reduced
162
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.22B +$265M 23 10.33% Increased
163
Parnassus Investments
Parnassus Investments
California
$3.18B +$89.3M 9 7.34% Increased
164
Truist Financial
Truist Financial
North Carolina
$3.16B +$70.8M 34 4.63% Increased
165
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.14B +$111M 17 6.88% Increased
166
Fred Alger Management
Fred Alger Management
New York
$3.11B +$63.7M 18 13.94% Increased
167
BAMCO Inc
BAMCO Inc
New York
$3.11B -$151M 13 8.44% Reduced
168
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.11B -$232M 38 6.79% Reduced
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.09B -$63.3M 62 10.4% Reduced
170
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.08B +$639M 120 0.43% Increased
171
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.06B -$474M 42 5.12% Reduced
172
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.05B -$742M 31 5.94% Reduced
173
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.99B -$174M 4 47.55% Reduced
174
Temasek Holdings
Temasek Holdings
Singapore
$2.97B -$764M 12 11.37% Reduced
175
Asset Management One
Asset Management One
Japan
$2.97B +$51.5M 31 9.32% Increased