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 |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Apple
AAPL
$5.01T
| 5,100 | -29 | -0.6% | $2.17T |
|
2
Amazon
AMZN
$2.74T
| 4,926 | -8 | -0.2% | $1.22T |
|
3
Walmart Inc
WMT
$922B
| 3,462 | +144 | +4% | $225B |
|
4
United Parcel Service
UPS
$81.5B
| 2,166 | -13 | -0.6% | $69.8B |
|
5
Uber
UBER
$142B
| 1,851 | +77 | +4% | $130B |
|
6
Mercado Libre
MELI
$93.2B
| 1,303 | +95 | +8% | $82.4B |
|
7
Shopify
SHOP
$222B
| 1,262 | +50 | +4% | $66.6B |
|
8
Alibaba
BABA
$277B
| 1,237 | +127 | +11% | $38.9B |
|
9
W.W. Grainger
GWW
$62.7B
| 1,187 | +37 | +3% | $36.6B |
|
10
Copart
CPRT
$24.3B
| 1,086 | +13 | +1% | $41.1B |
|
11
eBay
EBAY
$52B
| 1,033 | +76 | +8% | $28.5B |
|
12
Williams-Sonoma
WSM
$28.6B
| 830 | +7 | +0.9% | $19B |
|
13
CoStar Group
CSGP
$12.2B
| 772 | +5 | +0.7% | $30B |
|
14
DoorDash
DASH
$79.7B
| 697 | +38 | +6% | $45.7B |
|
15
Sea Limited
SE
$58.4B
| 612 | +44 | +8% | $30.4B |
|
16
Pinduoduo
PDD
$116B
| 601 | -45 | -7% | $55.8B |
|
17
JD.com
JD
$36B
| 544 | +91 | +20% | $12.3B |
|
18
Coupang
CPNG
$25.9B
| 533 | +10 | +2% | $31.9B |
|
19
Etsy
ETSY
$7.61B
| 518 | -60 | -10% | $6.62B |
|
20
News Corp Class A
NWSA
$15.9B
| 502 | +18 | +4% | $10.1B |
|
21
Carvana
CVNA
$41.7B
| 489 | +78 | +19% | $20.8B |
|
22
GXO Logistics
GXO
$5.26B
| 461 | +17 | +4% | $5.68B |
|
23
Zillow
Z
$6.37B
| 455 | +30 | +7% | $10.6B |
|
24
RB Global
RBA
$16.3B
| 447 | +25 | +6% | $13.6B |
|
25
Chewy
CHWY
$8.37B
| 399 | +19 | +5% | $11.1B |
|