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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
26
Nuveen
Nuveen
North Carolina
$39.4B -$3.93B 81 9.4% Reduced
27
Wellington Management Group
Wellington Management Group
Massachusetts
$38B -$3.52B 40 6.55% Reduced
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$35B +$1.19B 78 6.34% Increased
29
UBS Group
UBS Group
Switzerland
$34.1B +$1.09B 163 4.33% Increased
30
Capital International Investors
Capital International Investors
California
$33.6B +$331M 14 6.95% Increased
31
Wells Fargo
Wells Fargo
California
$32.5B +$190M 104 5.26% Increased
32
Fisher Asset Management
Fisher Asset Management
Washington
$30.5B +$586M 17 9.09% Increased
33
Ameriprise
Ameriprise
Minnesota
$29.2B +$21.7M 71 5.9% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$28.6B +$1.85B 81 8.29% Increased
35
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25.6B -$1.47B 19 23.19% Reduced
36
Swiss National Bank
Swiss National Bank
Switzerland
$22.5B -$980M 57 11.73% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$22.2B -$3.98B 72 7.34% Reduced
38
Jennison Associates
Jennison Associates
New York
$21.9B -$2.98B 12 13.11% Reduced
39
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$21.8B +$1.44B 19 6.9% Increased
40
HSBC Holdings
HSBC Holdings
United Kingdom
$21.6B +$1.82B 62 9.04% Increased
41
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$20.5B +$1.41B 35 11.34% Increased
42
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$20B +$4.83B 62 8.88% Increased
43
Barclays
Barclays
United Kingdom
$19.3B -$4.21B 117 3.7% Reduced
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$19B -$96.7M 28 10.88% Reduced
45
Raymond James Financial
Raymond James Financial
Florida
$18.8B +$224M 60 5.1% Increased
46
Bank of Montreal
Bank of Montreal
Ontario, Canada
$18B -$527M 46 5.94% Reduced
47
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$17.2B -$185M 90 8% Reduced
48
National Pension Service
National Pension Service
South Korea
$16.7B +$322M 19 10.77% Increased
49
Jupiter Topco
Jupiter Topco
New York
$16.5B +$16.5B 56 6.74% New
50
SG Americas Securities
SG Americas Securities
New York
$16.1B +$10.8B 67 9.02% Increased