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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
Ameriprise
Ameriprise
Minnesota
$4.03B +$4.16B 38 2.79% New
27
Franklin Resources
Franklin Resources
California
$4B +$4.17B 9 2.28% New
28
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.96B +$4.01B 8 2.68% New
29
OppenheimerFunds
OppenheimerFunds
New York
$3.86B +$3.95B 11 5.56% New
30
UBS AM
UBS AM
Illinois
$3.81B +$3.97B 23 4.92% New
31
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.74B +$4.04B 25 2.13% New
32
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.67B +$3.79B 2 4% New
33
Deutsche Bank
Deutsche Bank
Germany
$3.37B +$3.51B 41 2.76% New
34
Legal & General Group
Legal & General Group
United Kingdom
$3.31B +$3.45B 10 4.57% New
35
American Century Companies
American Century Companies
Missouri
$3.13B +$3.26B 13 4.14% New
36
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.88B +$2.97B 4 9.39% New
37
Yacktman Asset Management
Yacktman Asset Management
Texas
$2.74B +$1.51B 4 12.96% New
38
Citigroup
Citigroup
New York
$2.73B +$2.91B 37 2.69% New
39
Credit Suisse
Credit Suisse
Switzerland
$2.6B +$2.72B 34 2.62% New
40
Sands Capital Management
Sands Capital Management
Virginia
$2.53B +$2.44B 2 8.52% New
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.38B +$2.49B 19 4.18% New
42
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.36B +$2.49B 23 4.43% New
43
ClearBridge Investments
ClearBridge Investments
New York
$2.33B +$2.37B 11 3.55% New
44
Dodge & Cox
Dodge & Cox
California
$2.2B +$2.23B 4 2.61% New
45
Neuberger Berman Group
Neuberger Berman Group
New York
$2.1B +$2.17B 13 2.49% New
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.08B +$2.17B 7 4.72% New
47
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.06B +$2.14B 41 4.13% New
48
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.99B +$2.05B 33 3.74% New
49
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.98B +$2.13B 12 8.73% New
50
Managed Account Advisors
Managed Account Advisors
New Jersey
$1.98B +$2.03B 24 3.06% New