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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
APG Asset Management
APG Asset Management
Netherlands
$3.31B -$999M 18 10.5% Reduced
177
Man Group
Man Group
United Kingdom
$3.29B -$409M 57 5.97% Reduced
178
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.26B +$609M 49 5.69% Increased
179
DnB Asset Management
DnB Asset Management
Norway
$3.24B +$40.6M 29 11.53% Increased
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$3.23B +$79.3M 23 10.15% Increased
181
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.22B -$242M 35 6.14% Reduced
182
Asset Management One
Asset Management One
Japan
$3.21B -$39.5M 26 9.46% Reduced
183
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$3.16B -$62.2M 34 9.87% Reduced
184
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.15B +$120M 27 7.69% Increased
185
Circle Wealth Management
Circle Wealth Management
New Jersey
$3.1B +$654M 8 44.16% Increased
186
CIBC World Market
CIBC World Market
Ontario, Canada
$3.1B -$3.23M 26 5.05% Reduced
187
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.09B +$32.3M 41 5.18% Increased
188
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$3.08B -$5.24M 19 9.3% Reduced
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06B -$108M 60 9.91% Reduced
190
Panagora Asset Management
Panagora Asset Management
Massachusetts
$2.96B -$113M 36 11.1% Reduced
191
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.93B -$1.57B 56 3.26% Reduced
192
Temasek Holdings
Temasek Holdings
Singapore
$2.92B +$143M 11 9.59% Increased
193
Boston Partners
Boston Partners
Massachusetts
$2.92B +$272M 20 3.06% Increased
194
D1 Capital Partners
D1 Capital Partners
New York
$2.85B +$1.19B 7 25.36% Increased
195
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$2.83B +$125M 57 11.11% Increased
196
Aristotle Capital Management
Aristotle Capital Management
California
$2.77B +$346M 5 5.79% Increased
197
NEOS Investment Management
NEOS Investment Management
Connecticut
$2.74B +$745M 19 13.87% Increased
198
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.68B +$33.8M 21 8.94% Increased
199
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.65B +$97.3M 51 3.44% Increased
200
BAMCO Inc
BAMCO Inc
New York
$2.64B -$24.6M 12 7.96% Reduced