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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
CIBC World Market
CIBC World Market
Ontario, Canada
$2.01B +$56.5M 19 5.77% Increased
202
Parnassus Investments
Parnassus Investments
California
$1.97B +$462M 5 3.77% Increased
203
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.95B +$357M 34 10.45% Increased
204
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.92B +$20.6M 82 9.31% Increased
205
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.92B -$23.4M 58 9.44% Reduced
206
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.9B +$102M 46 6.57% Increased
207
Carmignac Gestion
Carmignac Gestion
France
$1.88B +$118M 10 26.36% Increased
208
KeyBank National Association
KeyBank National Association
Ohio
$1.88B -$5.44M 19 7.51% Reduced
209
GP
Galileo PTC
British Virgin Islands
$1.88B -$441M 3 26.12% Reduced
210
Harding Loevner
Harding Loevner
New Jersey
$1.87B -$363M 8 7.18% Reduced
211
GQG Partners
GQG Partners
Florida
$1.85B +$789M 2 4.59% Increased
212
Calamos Advisors
Calamos Advisors
Illinois
$1.81B +$41M 15 6.78% Increased
213
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.8B -$148M 19 4.15% Reduced
214
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.79B +$25.5K 36 8.74% Increased
215
Edgewood Management
Edgewood Management
Connecticut
$1.79B -$391M 2 2.94% Reduced
216
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.78B -$25.3M 2 7.73% Reduced
217
Creative Planning
Creative Planning
Kansas
$1.78B -$1.88M 31 2.85% Reduced
218
Durable Capital Partners
Durable Capital Partners
Maryland
$1.77B -$261M 10 13.86% Reduced
219
E Fund Management
E Fund Management
China
$1.75B +$612M 18 61.98% Increased
220
AIG
American International Group
New York
$1.68B -$19.5M 80 8.41% Reduced
221
Krane Funds Advisors
Krane Funds Advisors
New York
$1.68B -$347M 23 42.09% Reduced
222
GGHC
Gilder Gagnon Howe & Co
New York
$1.67B -$146M 20 9.5% Reduced
223
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.66B $0 3 7.22% Maintained
224
ARK Investment Management
ARK Investment Management
Florida
$1.65B -$1.31B 14 4.97% Reduced
225
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.63B -$362M 4 9.15% Reduced