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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
Viking Global Investors
Viking Global Investors
Connecticut
$1.39B -$84.7M 4 6.96% Reduced
177
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.39B -$73.2M 28 6.49% Reduced
178
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.39B +$47.2M 77 7.42% Increased
179
Nomura Asset Management
Nomura Asset Management
Japan
$1.37B +$16.6M 33 7.94% Increased
180
INTECH Investment Management
INTECH Investment Management
Florida
$1.35B -$135M 20 10.09% Reduced
181
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.34B -$3.33M 33 7.38% Reduced
182
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.32B +$224M 6 7.34% Increased
183
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.32B -$31.3M 46 6.33% Reduced
184
Krane Funds Advisors
Krane Funds Advisors
New York
$1.28B -$14.7M 13 52.29% Reduced
185
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.27B +$53.4M 30 6.45% Increased
186
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.27B +$542K 47 7.99% Increased
187
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.26B +$183M 1 6% Increased
188
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.26B -$44.1M 38 8.26% Reduced
189
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.25B -$8.43M 9 6.86% Reduced
190
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.25B +$50.2M 30 9.39% Increased
191
Skye Global Management
Skye Global Management
Florida
$1.24B -$119M 3 42.61% Reduced
192
William Blair Investment Management
William Blair Investment Management
Illinois
$1.23B -$146M 12 4.71% Reduced
193
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.23B -$185M 18 4.39% Reduced
194
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.21B +$445M 29 4.13% Increased
195
KeyBank National Association
KeyBank National Association
Ohio
$1.21B -$33.2M 17 5.95% Reduced
196
M&T Bank
M&T Bank
New York
$1.2B +$98.5M 34 4.83% Increased
197
London Company of Virginia
London Company of Virginia
Virginia
$1.19B -$9.2M 5 7.03% Reduced
198
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.18B -$84.6M 87 5.94% Reduced
199
Calamos Advisors
Calamos Advisors
Illinois
$1.17B -$145M 12 5.51% Reduced
200
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.16B -$256M 22 1.93% Reduced