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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
Franklin Resources
Franklin Resources
California
$5.29B +$38.8K 15 2.33% Increased
27
Jennison Associates
Jennison Associates
New York
$5.08B +$76.2M 7 4.67% Increased
28
UBS AM
UBS AM
Illinois
$4.87B +$49.2M 29 4.92% Increased
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.81B +$7.18M 12 2.51% Increased
30
AllianceBernstein
AllianceBernstein
Tennessee
$4.49B -$823M 38 3.79% Reduced
31
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.42B +$57.4M 2 4.11% Increased
32
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.34B -$80.7M 21 3.98% Reduced
33
Legal & General Group
Legal & General Group
United Kingdom
$4.11B -$131M 18 4.79% Reduced
34
Dodge & Cox
Dodge & Cox
California
$4.1B +$868M 5 3.91% Increased
35
OppenheimerFunds
OppenheimerFunds
New York
$3.99B +$75.5M 17 4.42% Increased
36
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97B +$699M 39 1.71% Increased
37
UBS
UBS
Switzerland
$3.39B +$49M 52 2.65% Increased
38
American Century Companies
American Century Companies
Missouri
$3.26B +$366M 20 3.72% Increased
39
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.21B -$415M 27 3.02% Reduced
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.2B -$87.5M 44 4.35% Reduced
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.04B +$10.8M 25 4.49% Increased
42
Harris Associates
Harris Associates
Illinois
$3.01B +$1.05B 5 5.06% Increased
43
Credit Suisse
Credit Suisse
Switzerland
$2.88B +$137M 44 2.36% Increased
44
ClearBridge Investments
ClearBridge Investments
New York
$2.85B -$69.7M 19 3.21% Reduced
45
HSBC Holdings
HSBC Holdings
United Kingdom
$2.66B +$309M 22 5.75% Increased
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.62B +$103M 39 3.97% Increased
47
BlackRock
BlackRock
New York
$2.59B -$32.2M 34 3.85% Reduced
48
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.57B +$62.9M 45 3.45% Increased
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.51B -$94.9M 8 5.15% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$2.49B -$194M 24 3.12% Reduced