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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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.31B -$142M 39 9.05% Reduced
177
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.28B +$335M 8 38.52% Increased
178
Baird Financial Group
Baird Financial Group
Wisconsin
$1.28B -$45.8M 17 5.84% Reduced
179
KBC Group
KBC Group
Belgium
$1.24B +$51.7M 31 10.4% Increased
180
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.23B -$58.5M 17 13.2% Reduced
181
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.23B +$139M 8 8.25% Increased
182
Nomura Asset Management
Nomura Asset Management
Japan
$1.22B +$101M 24 12.65% Increased
183
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$1.21B +$83.2M 24 6.84% Increased
184
Cresset Asset Management
Cresset Asset Management
Illinois
$1.21B +$13.8M 12 36.7% Increased
185
JSP
Jackson Square Partners
California
$1.2B +$891M 7 7.56% Increased
186
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.19B +$128M 44 1.41% Increased
187
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.18B +$47.7M 25 3.72% Increased
188
DSM Capital Partners
DSM Capital Partners
Florida
$1.18B +$25.9M 5 17.83% Increased
189
Natixis
Natixis
France
$1.17B +$566M 16 9.18% Increased
190
USS Investment Management
USS Investment Management
United Kingdom
$1.16B +$92.3M 10 15.81% Increased
191
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.13B -$189M 5 13.95% Reduced
192
CIBC World Market
CIBC World Market
Ontario, Canada
$1.08B -$19.6M 15 5.52% Reduced
193
ACI
AMP Capital Investors
Australia
$1.07B -$65M 26 7.92% Reduced
194
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.07B +$58.8M 23 9.52% Increased
195
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.07B +$61.4M 60 10.02% Increased
196
Osaic Holdings
Osaic Holdings
Arizona
$1.07B +$1.28B 80 4.37% New
197
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.05B +$67M 27 8.07% Increased
198
Axiom Investors
Axiom Investors
Connecticut
$1.02B +$150M 8 25.74% Increased
199
First Manhattan
First Manhattan
New York
$1.01B -$66.8M 27 6.58% Reduced
200
Longview Partners
Longview Partners
Guernsey
$1.01B -$6.79M 1 5.46% Reduced