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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
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.84B -$853M 5 14.96% Reduced
152
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.81B +$674M 2 12.77% Increased
153
William Blair & Company
William Blair & Company
Illinois
$3.75B -$173M 30 10.74% Reduced
154
Renaissance Technologies
Renaissance Technologies
New York
$3.72B +$705M 92 5.82% Increased
155
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.72B +$278M 41 10.65% Increased
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.71B +$134M 13 9.5% Increased
157
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$3.71B -$323M 33 6.36% Reduced
158
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.67B -$125M 25 10.55% Reduced
159
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$3.65B -$95.4M 41 12.17% Reduced
160
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.65B -$293M 45 5.09% Reduced
161
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.65B +$107M 87 6.47% Increased
162
NMO
Newlands Management Operations
Texas
$3.63B $0 6 23.47% Maintained
163
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.6B +$995M 32 5.78% Increased
164
Parnassus Investments
Parnassus Investments
California
$3.55B -$207M 7 10.41% Reduced
165
Truist Financial
Truist Financial
North Carolina
$3.54B -$25.7M 35 4.78% Reduced
166
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$3.53B +$3.68B 64 10.19% New
167
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.51B +$639M 33 10.09% Increased
168
Nomura Asset Management
Nomura Asset Management
Japan
$3.45B -$15.2M 35 8.9% Reduced
169
Millennium Management
Millennium Management
New York
$3.43B -$4.77B 91 1.43% Reduced
170
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.41B -$156M 36 13.37% Reduced
171
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.39B +$83.1M 49 3.61% Increased
172
Federated Hermes
Federated Hermes
Pennsylvania
$3.38B +$105M 57 5.5% Increased
173
Credit Agricole
Credit Agricole
France
$3.38B -$502M 30 8.86% Reduced
174
Osaic Holdings
Osaic Holdings
Arizona
$3.33B +$170M 129 4.88% Increased
175
Fred Alger Management
Fred Alger Management
New York
$3.32B +$108M 9 14.56% Increased