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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
Parnassus Investments
Parnassus Investments
California
$1.16B -$524M 5 2.88% Reduced
202
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.12B +$10.6M 29 4.37% Increased
203
DnB Asset Management
DnB Asset Management
Norway
$1.1B +$69.3M 22 7.72% Increased
204
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.09B -$92M 39 7.98% Reduced
205
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.08B -$253M 22 5.88% Reduced
206
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$1.07B +$3.39M 12 65.93% Increased
207
SCGE Management
SCGE Management
California
$1.07B +$152M 7 37.89% Increased
208
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.05B +$4.06M 4 7.15% Increased
209
Two Sigma Investments
Two Sigma Investments
New York
$1.02B +$453M 70 3.21% Increased
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.02B -$40.4M 18 7.11% Reduced
211
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1B -$141M 22 3.13% Reduced
212
Natixis Advisors
Natixis Advisors
Massachusetts
$1B -$124M 22 3.8% Reduced
213
GQG Partners
GQG Partners
Florida
$1B +$125M 3 2.71% Increased
214
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$998M -$44.4M 13 6.82% Reduced
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$997M +$358M 29 4.88% Increased
216
AIG
American International Group
New York
$997M -$40.9M 89 6.96% Reduced
217
Vontobel Asset Management
Vontobel Asset Management
New York
$993M -$111M 8 7.89% Reduced
218
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$987M +$27.7M 12 7.87% Increased
219
Candriam SCA
Candriam SCA
Luxembourg
$979M +$48.6M 22 6.61% Increased
220
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$964M -$28.5M 38 5% Reduced
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$960M -$29.1M 69 7.27% Reduced
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$954M +$167M 22 5.08% Increased
223
Natixis
Natixis
France
$952M -$143M 36 5.34% Reduced
224
ING Group
ING Group
Netherlands
$950M +$477M 13 9.53% Increased
225
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$948M +$36.6M 27 3.98% Increased