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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
176
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.77B +$310M 41 5.78% Increased
177
DnB Asset Management
DnB Asset Management
Norway
$3.76B +$135M 32 10.53% Increased
178
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.71B -$52M 35 12.81% Reduced
179
Renaissance Technologies
Renaissance Technologies
New York
$3.62B -$503M 86 4.99% Reduced
180
Asset Management One
Asset Management One
Japan
$3.62B +$47M 27 9.29% Increased
181
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.61B -$5.48M 24 9.3% Reduced
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$3.61B +$288M 31 11.06% Increased
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.59B -$182M 31 5.04% Reduced
184
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.55B -$7.99M 39 5.97% Reduced
185
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$3.52B -$29.4M 32 9.43% Reduced
186
BC Partners
BC Partners
New York
$3.47B $0 1 78.23% Maintained
187
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.43B +$317M 54 3.19% Increased
188
Circle Wealth Management
Circle Wealth Management
New Jersey
$3.43B -$102M 7 43.07% Reduced
189
Millennium Management
Millennium Management
New York
$3.4B -$262M 90 1.23% Reduced
190
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$3.35B +$194M 57 10.81% Increased
191
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.32B -$110M 29 7.27% Reduced
192
Aristotle Capital Management
Aristotle Capital Management
California
$3.29B -$45.5M 5 6.9% Reduced
193
NEOS Investment Management
NEOS Investment Management
Connecticut
$3.26B +$278M 19 12.02% Increased
194
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.24B -$164M 59 9.51% Reduced
195
BAMCO Inc
BAMCO Inc
New York
$3.22B +$1.09B 11 4.84% Increased
196
Coatue Management
Coatue Management
New York
$3.17B +$967M 6 6.52% Increased
197
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.14B +$450M 61 5.26% Increased
198
Temasek Holdings
Temasek Holdings
Singapore
$3.11B +$8.55M 11 8.35% Increased
199
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$3.09B -$282M 16 8.02% Reduced
200
CIBC World Market
CIBC World Market
Ontario, Canada
$3.03B -$238M 26 4.86% Reduced