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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.68B +$489M 25 8.46% Increased
177
Renaissance Technologies
Renaissance Technologies
New York
$2.68B -$820M 97 4.05% Reduced
178
Alkeon Capital Management
Alkeon Capital Management
New York
$2.67B +$105M 9 5.57% Increased
179
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.67B -$175M 38 11.81% Reduced
180
Man Group
Man Group
United Kingdom
$2.66B +$204M 58 6.74% Increased
181
BFFIM
Baring Fintech Fund III Managers
Guernsey
$2.65B -$27.6M 1 100% Reduced
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.64B -$13.2M 39 13.2% Reduced
183
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.63B +$6.11B 38 10.74% Increased
184
DnB Asset Management
DnB Asset Management
Norway
$2.58B -$7.83M 24 11.9% Reduced
185
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.55B -$203M 36 4.88% Reduced
186
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$2.52B +$68.1M 27 6.32% Increased
187
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.52B -$275M 26 12.42% Reduced
188
STRS Ohio
STRS Ohio
Ohio
$2.48B -$8.91M 45 10.37% Reduced
189
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.46B +$219M 31 10.61% Increased
190
Uber
Uber
California
$2.45B -$7.21M 2 51.13% Reduced
191
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.43B -$1.62M 1 8.86% Reduced
192
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.4B +$8.34M 21 9.33% Increased
193
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.38B +$33.6M 45 9.05% Increased
194
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$2.36B +$30.2M 61 11.55% Increased
195
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$2.34B +$145M 16 7.61% Increased
196
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.29B -$6.66M 33 8.77% Reduced
197
Osaic Holdings
Osaic Holdings
Arizona
$2.26B +$5.33M 129 5.04% Increased
198
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.26B -$72.2M 36 8.97% Reduced
199
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.26B -$1.5B 127 0.39% Reduced
200
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.25B -$304M 11 9.76% Reduced