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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
201
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.03B +$315M 36 5.73% Increased
202
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.01B +$169M 63 3.71% Increased
203
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.95B +$48.5M 31 7.62% Increased
204
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$2.94B +$207M 6 11.49% Increased
205
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$2.93B -$70.6M 21 8.82% Reduced
206
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$2.81B +$334M 36 7.55% Increased
207
Nykredit A/S
Nykredit A/S
Denmark
$2.79B +$2.82B 49 10.64% New
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.79B -$22.6M 34 8.29% Reduced
209
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.76B +$188K 12 6.17% Increased
210
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$2.75B +$1.89M 22 9.43% Increased
211
Squarepoint
Squarepoint
New York
$2.72B +$226M 67 3% Increased
212
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.71B +$35.6M 9 12.26% Increased
213
AustralianSuper
AustralianSuper
Australia
$2.71B +$306M 11 11.72% Increased
214
Rathbones Group
Rathbones Group
United Kingdom
$2.67B +$28.9M 13 9.84% Increased
215
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$2.66B -$53.5M 23 11.92% Reduced
216
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.66B -$1.66B 4 9.14% Reduced
217
SEB Asset Management
SEB Asset Management
$2.65B -$49.4M 20 9.99% Reduced
218
STRS Ohio
STRS Ohio
Ohio
$2.63B -$174M 47 9.86% Reduced
219
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.63B +$140M 40 5.09% Increased
220
D1 Capital Partners
D1 Capital Partners
New York
$2.61B -$589M 8 7.51% Reduced
221
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.57B -$146M 32 8.78% Reduced
222
Point72 Asset Management
Point72 Asset Management
Connecticut
$2.56B -$157M 55 2.83% Reduced
223
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$2.56B -$39.6M 9 10.48% Reduced
224
First Manhattan
First Manhattan
New York
$2.51B +$123M 13 6.39% Increased
225
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.49B -$454M 53 3.11% Reduced