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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
Federated Hermes
Federated Hermes
Pennsylvania
$2.28B -$61.5M 60 5.65% Reduced
177
Tiger Global Management
Tiger Global Management
New York
$2.27B -$34.4M 11 16.17% Reduced
178
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$2.24B +$3.31M 21 10.85% Increased
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.23B +$63.7M 42 12.49% Increased
180
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.2B +$323M 89 4.28% Increased
181
Nomura Asset Management
Nomura Asset Management
Japan
$2.15B -$4.77M 34 8.87% Reduced
182
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.13B +$315M 54 9.94% Increased
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13B +$465M 29 7.27% Increased
184
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.12B +$65.7M 18 7.09% Increased
185
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.1B +$193M 38 12.18% Increased
186
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.07B -$3.09M 30 8.13% Reduced
187
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.07B -$75.9M 1 8.79% Reduced
188
Wellcome Trust
Wellcome Trust
United Kingdom
$2.02B -$160M 6 25.05% Reduced
189
First Manhattan
First Manhattan
New York
$2B -$52M 28 6.93% Reduced
190
CIBC World Markets
CIBC World Markets
New York
$1.97B +$611M 19 10.76% Increased
191
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.96B +$299M 32 9.88% Increased
192
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.93B +$35.3M 15 8.19% Increased
193
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.91B -$54.6M 12 5.69% Reduced
194
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.91B -$20.8M 47 8.13% Reduced
195
Skye Global Management
Skye Global Management
Florida
$1.87B -$237M 2 53.45% Reduced
196
Vontobel Asset Management
Vontobel Asset Management
New York
$1.84B +$186M 8 10.93% Increased
197
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.81B +$924M 36 7.15% Increased
198
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.81B -$222M 17 6.36% Reduced
199
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.8B -$72.4M 8 8.66% Reduced
200
Axiom Investors
Axiom Investors
Connecticut
$1.77B +$294M 10 17.34% Increased