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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
Osaic Holdings
Osaic Holdings
Arizona
$2.24B -$381M 120 4.99% Reduced
177
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.21B -$44.2M 95 3.51% Reduced
178
Edgewood Management
Edgewood Management
Connecticut
$2.18B +$1.04B 4 5.85% Increased
179
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.18B +$9.87M 19 6.35% Increased
180
Vontobel Asset Management
Vontobel Asset Management
New York
$2.17B +$18M 7 12.02% Increased
181
Storebrand Asset Management
Storebrand Asset Management
Norway
$2.17B -$77M 33 7.4% Reduced
182
Nomura Asset Management
Nomura Asset Management
Japan
$2.16B -$23.1M 33 7.85% Reduced
183
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.16B -$120M 43 11.26% Reduced
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.16B +$159M 25 7.27% Increased
185
Asset Management One
Asset Management One
Japan
$2.15B -$156M 31 8.28% Reduced
186
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.12B +$168M 34 9.48% Increased
187
HA
HHLR Advisors
Cayman Islands
$2.08B +$18.2M 16 45.11% Increased
188
Appaloosa LP
Appaloosa LP
New Jersey
$2.07B +$430M 7 30.58% Increased
189
Wellcome Trust
Wellcome Trust
United Kingdom
$2.05B -$179M 6 24.67% Reduced
190
Viking Global Investors
Viking Global Investors
Connecticut
$2.01B -$852M 4 7.47% Reduced
191
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.01B -$89.4M 32 7.42% Reduced
192
Cerity Partners
Cerity Partners
New York
$1.98B +$152M 42 5.22% Increased
193
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.97B -$3M 15 7.62% Reduced
194
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.95B +$107M 3 8.15% Increased
195
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.95B +$1.41B 42 4.59% Increased
196
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.93B -$200M 56 8.31% Reduced
197
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.91B +$2.43M 42 7.45% Increased
198
Two Sigma Investments
Two Sigma Investments
New York
$1.89B +$18.9M 81 4.42% Increased
199
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.87B -$108M 13 5.24% Reduced
200
First Manhattan
First Manhattan
New York
$1.84B -$81M 28 5.97% Reduced