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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
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$3.53B +$3.51B 23 11% New
177
Asset Management One
Asset Management One
Japan
$3.53B +$38.8M 29 9.8% Increased
178
DnB Asset Management
DnB Asset Management
Norway
$3.47B +$19.1M 23 12.11% Increased
179
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.44B -$31.2M 63 10.73% Reduced
180
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.42B +$87.9M 39 5.54% Increased
181
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.41B +$679M 31 8.24% Increased
182
Osaic Holdings
Osaic Holdings
Arizona
$3.41B -$68M 129 4.98% Reduced
183
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.39B -$236M 23 10.87% Reduced
184
Temasek Holdings
Temasek Holdings
Singapore
$3.39B +$93.2M 10 10.73% Increased
185
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.37B +$1B 54 3.77% Increased
186
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.34B -$1.4B 49 7.21% Reduced
187
Panagora Asset Management
Panagora Asset Management
Massachusetts
$3.31B +$353M 43 11.74% Increased
188
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.31B +$38.8M 63 11.28% Increased
189
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$3.29B +$41.7M 18 9.08% Increased
190
BAMCO Inc
BAMCO Inc
New York
$3.2B +$18.1M 13 8.67% Increased
191
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.14B +$153M 34 10.04% Increased
192
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.94B -$135M 10 11.67% Reduced
193
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$2.92B +$7.71M 57 11.28% Increased
194
Boston Partners
Boston Partners
Massachusetts
$2.91B -$144M 17 3.01% Reduced
195
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.89B +$620M 57 3.67% Increased
196
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.88B -$68M 27 11.56% Reduced
197
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$2.87B -$1.27M 46 9.13% Reduced
198
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.87B +$189M 33 5.46% Increased
199
STRS Ohio
STRS Ohio
Ohio
$2.85B -$98.4M 54 10.63% Reduced
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.85B -$159M 30 4.76% Reduced