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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
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.28B +$82.6M 2 7.37% Increased
202
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.26B -$568M 58 5.73% Reduced
203
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.25B -$665M 28 5.29% Reduced
204
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.25B +$170M 92 6.62% Increased
205
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.19B -$173M 16 4.2% Reduced
206
London Company of Virginia
London Company of Virginia
Virginia
$1.18B -$5.76M 5 7.18% Reduced
207
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.16B -$64.4M 14 8.18% Reduced
208
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.14B +$57M 17 7.83% Increased
209
AIG
American International Group
New York
$1.14B -$32.2M 92 7.71% Reduced
210
DnB Asset Management
DnB Asset Management
Norway
$1.14B -$12.7M 24 8% Reduced
211
Edgewood Management
Edgewood Management
Connecticut
$1.13B -$5.28M 2 3.35% Reduced
212
Two Sigma Investments
Two Sigma Investments
New York
$1.12B +$212M 63 3.7% Increased
213
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.11B -$66.7M 20 3.5% Reduced
214
M&T Bank
M&T Bank
New York
$1.11B +$173M 36 5.21% Increased
215
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.08B -$26.9M 70 8.37% Reduced
216
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.06B +$39M 40 5.73% Increased
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.05B +$187M 18 5.71% Increased
218
Natixis Advisors
Natixis Advisors
Massachusetts
$1.05B -$80.2M 28 4.63% Reduced
219
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.03B -$1.98M 50 10% Reduced
220
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.03B -$643M 7 3.06% Reduced
221
Harding Loevner
Harding Loevner
New Jersey
$1.02B -$55.1M 8 6.32% Reduced
222
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.02B +$144M 9 6.49% Increased
223
USS Investment Management
USS Investment Management
United Kingdom
$1.02B -$19.9M 22 10.15% Reduced
224
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.01B +$36M 17 11.41% Increased
225
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.01B +$69M 4 7.23% Increased