← All themes

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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.63B -$49.6M 31 8.24% Reduced
202
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.63B -$126M 46 8.72% Reduced
203
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.59B +$1.12B 30 5.54% Increased
204
Cerity Partners
Cerity Partners
New York
$1.55B +$998M 26 6.05% Increased
205
Calamos Advisors
Calamos Advisors
Illinois
$1.55B -$36.5M 12 7.66% Reduced
206
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$1.53B -$442M 7 44.5% Reduced
207
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.52B +$461M 10 4.43% Increased
208
DnB Asset Management
DnB Asset Management
Norway
$1.51B -$47.1M 24 8.7% Reduced
209
London Company of Virginia
London Company of Virginia
Virginia
$1.51B -$54.4M 5 8.55% Reduced
210
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.51B +$114M 37 8.68% Increased
211
CIBC World Market
CIBC World Market
Ontario, Canada
$1.5B -$6.45M 17 4.79% Reduced
212
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.5B +$49.5M 30 5.75% Increased
213
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.47B -$5.45M 19 9.1% Reduced
214
AIG
American International Group
New York
$1.44B +$9.46M 80 8.78% Increased
215
Vontobel Asset Management
Vontobel Asset Management
New York
$1.43B -$41.7M 8 9.51% Reduced
216
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.43B +$45M 30 5.65% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.43B +$53.8M 45 11.58% Increased
218
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.42B +$32M 4 6.75% Increased
219
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.41B -$123M 12 7.1% Reduced
220
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.39B -$86.5M 33 9.34% Reduced
221
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.39B -$6.08M 40 6.32% Reduced
222
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.37B -$10.4M 4 8.33% Reduced
223
MetLife Investment Management
MetLife Investment Management
New Jersey
$1.36B -$15.6M 67 9.94% Reduced
224
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.35B +$89.3M 42 2.98% Increased
225
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.35B +$9.2M 10 8.02% Increased