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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
M&T Bank
M&T Bank
New York
$1.51B -$40.2M 36 6.03% Reduced
202
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.5B +$1.38M 44 8.41% Increased
203
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.47B +$391M 60 4.29% Increased
204
Parnassus Investments
Parnassus Investments
California
$1.47B -$85.2M 5 3.6% Reduced
205
Vontobel Asset Management
Vontobel Asset Management
New York
$1.47B +$29.7M 8 9.53% Increased
206
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.47B +$13.2M 27 5.47% Increased
207
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.47B +$1.44B 26 4.82% Increased
208
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.46B -$24.7M 53 7.61% Reduced
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45B -$439M 31 6.4% Reduced
210
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.44B -$93.2M 31 8.05% Reduced
211
DnB Asset Management
DnB Asset Management
Norway
$1.44B +$47.4M 24 8.61% Increased
212
Calamos Advisors
Calamos Advisors
Illinois
$1.43B -$2.87M 10 7.41% Reduced
213
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.41B +$47.8M 32 8.35% Increased
214
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.4B -$3.28M 4 7.14% Reduced
215
Krane Funds Advisors
Krane Funds Advisors
New York
$1.39B +$162M 10 57.17% Increased
216
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.37B +$56.6M 31 5.25% Increased
217
CIBC World Market
CIBC World Market
Ontario, Canada
$1.36B +$4.33M 18 4.49% Increased
218
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.36B +$69.9M 34 8.99% Increased
219
Appaloosa LP
Appaloosa LP
New Jersey
$1.35B -$2.74M 6 26.56% Reduced
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$1.33B -$18.6M 18 8.63% Reduced
221
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.32B -$38.9M 28 5.47% Reduced
222
Rathbones Group
Rathbones Group
United Kingdom
$1.3B +$449M 16 9.39% Increased
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$1.29B -$17.4M 45 10.99% Reduced
224
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.29B +$47.1M 13 7.53% Increased
225
AIG
American International Group
New York
$1.29B -$33.1M 81 8.35% Reduced