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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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.2B +$1.07B 28 5.13% Increased
202
Two Sigma Advisers
Two Sigma Advisers
New York
$1.19B -$250M 70 3.45% Reduced
203
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.18B -$93M 24 5.99% Reduced
204
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.18B -$92.4M 2 7.22% Reduced
205
London Company of Virginia
London Company of Virginia
Virginia
$1.18B +$44.7M 5 7.46% Increased
206
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.17B +$3.19M 18 8.57% Increased
207
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.16B -$1.13B 21 3.68% Reduced
208
AIG
American International Group
New York
$1.14B -$26.2M 91 8.29% Reduced
209
DnB Asset Management
DnB Asset Management
Norway
$1.14B -$33.4M 25 8.76% Reduced
210
Edgewood Management
Edgewood Management
Connecticut
$1.13B -$79.6M 2 3.95% Reduced
211
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.13B -$79.1M 13 8.61% Reduced
212
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.12B +$102M 22 3.72% Increased
213
Krane Funds Advisors
Krane Funds Advisors
New York
$1.12B -$122M 14 57.98% Reduced
214
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.09B -$13M 63 9.09% Reduced
215
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.09B +$5.31M 40 6.13% Increased
216
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.07B -$50.2M 4 7.98% Reduced
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.04B -$17.3M 51 10.78% Reduced
218
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.03B -$263M 58 5.54% Reduced
219
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.02B +$27.6M 12 6.5% Increased
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.01B +$6.55M 53 8.61% Increased
221
Greenoaks Capital Partners
Greenoaks Capital Partners
California
$1.01B +$86.1M 8 77.06% Increased
222
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$996M -$173M 13 67.63% Reduced
223
Amalgamated Bank
Amalgamated Bank
New York
$987M +$32.6M 82 9.53% Increased
224
Harding Loevner
Harding Loevner
New Jersey
$984M -$112M 8 6.45% Reduced
225
Acadian Asset Management
Acadian Asset Management
Massachusetts
$981M -$40M 39 5.37% Reduced