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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
Credit Agricole
Credit Agricole
France
$4.19B +$851M 32 9.52% Increased
152
Storebrand Asset Management
Storebrand Asset Management
Norway
$4.14B -$128M 25 11.11% Reduced
153
Coatue Management
Coatue Management
New York
$4.11B +$134M 3 10.28% Increased
154
Man Group
Man Group
United Kingdom
$4.07B +$132M 64 6.92% Increased
155
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.06B +$881M 38 12.27% Increased
156
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.02B +$63.5M 117 0.46% Increased
157
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.97B +$11.8M 83 5.94% Increased
158
Parnassus Investments
Parnassus Investments
California
$3.97B -$198M 8 10.29% Reduced
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.91B +$823M 17 10.01% Increased
160
Polen Capital Management
Polen Capital Management
Florida
$3.9B -$1.42B 19 16.65% Reduced
161
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.87B +$173M 92 6.96% Increased
162
Two Sigma Advisers
Two Sigma Advisers
New York
$3.8B -$983M 68 7.4% Reduced
163
William Blair Investment Management
William Blair Investment Management
Illinois
$3.79B -$712M 18 10.56% Reduced
164
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.78B -$55.6M 37 13.91% Reduced
165
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.78B +$89.8M 40 6.71% Increased
166
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.77B +$325M 39 10.46% Increased
167
Truist Financial
Truist Financial
North Carolina
$3.77B -$48M 32 5.02% Reduced
168
Federated Hermes
Federated Hermes
Pennsylvania
$3.75B +$304M 58 6.26% Increased
169
Nomura Asset Management
Nomura Asset Management
Japan
$3.73B -$83.1M 35 9.43% Reduced
170
Renaissance Technologies
Renaissance Technologies
New York
$3.69B +$86M 93 5.73% Increased
171
Fred Alger Management
Fred Alger Management
New York
$3.67B +$250M 15 14.39% Increased
172
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.64B +$138M 52 4.94% Increased
173
CIBC World Market
CIBC World Market
Ontario, Canada
$3.61B +$306M 27 5.82% Increased
174
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.59B +$910M 2 11.19% Increased
175
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.54B +$117M 51 3.87% Increased