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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
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$2.63B +$134M 4 11.15% Increased
177
Asset Management One
Asset Management One
Japan
$2.61B +$48.3M 30 9.3% Increased
178
CIBC World Market
CIBC World Market
Ontario, Canada
$2.61B -$1.95M 24 5.44% Reduced
179
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.6B -$75.3M 15 7.01% Reduced
180
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.56B -$120M 28 11.83% Reduced
181
Viking Global Investors
Viking Global Investors
Connecticut
$2.54B -$1.08B 5 9.27% Reduced
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.54B -$68.5M 38 12.12% Reduced
183
Jane Street
Jane Street
New York
$2.52B -$5.93B 116 0.56% Reduced
184
DnB Asset Management
DnB Asset Management
Norway
$2.46B +$42.6M 25 11.13% Increased
185
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.4B -$13.9M 1 8.93% Reduced
186
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.39B -$2.62M 15 8.96% Reduced
187
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.38B -$1.32M 44 8.64% Reduced
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.38B -$17.2M 32 8.35% Reduced
189
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.35B -$2.74M 35 9.7% Reduced
190
Man Group
Man Group
United Kingdom
$2.35B -$683M 52 6.12% Reduced
191
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.33B +$79.8M 34 5% Increased
192
Skye Global Management
Skye Global Management
Florida
$2.32B +$54.4M 5 55.96% Increased
193
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.32B +$52.3M 15 7.26% Increased
194
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.3B -$885M 110 0.4% Reduced
195
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.29B -$146M 39 8.84% Reduced
196
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$2.29B -$12.9M 45 9.05% Reduced
197
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.27B +$52.4M 9 7.65% Increased
198
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.27B +$191M 37 10.05% Increased
199
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.23B +$68M 4 14.05% Increased
200
ING Group
ING Group
Netherlands
$2.23B +$12.2M 12 12.93% Increased