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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
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.75B +$3.97B 3 4.56% Increased
27
Franklin Resources
Franklin Resources
California
$5.96B +$186M 19 3.09% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$5.59B +$36.6M 51 5.21% Increased
29
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.13B -$289M 28 4.32% Reduced
30
American Century Companies
American Century Companies
Missouri
$5.11B +$73.9M 16 5.51% Increased
31
UBS AM
UBS AM
Illinois
$4.98B -$336M 32 5.59% Reduced
32
OppenheimerFunds
OppenheimerFunds
New York
$4.97B -$232M 28 6.3% Reduced
33
AllianceBernstein
AllianceBernstein
Tennessee
$4.95B -$249M 39 4.12% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.65B +$501M 51 2.32% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$4.54B -$1.36B 61 3.66% Reduced
36
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.44B -$28.5M 18 8.5% Reduced
37
Charles Schwab
Charles Schwab
California
$4.22B +$202M 41 4.62% Increased
38
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.8B +$196M 59 2.06% Increased
39
Fisher Asset Management
Fisher Asset Management
Washington
$3.77B +$34.6M 13 6.57% Increased
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.77B -$52.6M 17 6.15% Reduced
41
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.75B -$16.6M 52 5.34% Reduced
42
Swiss National Bank
Swiss National Bank
Switzerland
$3.73B -$32M 39 5.87% Reduced
43
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.7B +$121M 52 4.29% Increased
44
UBS Group
UBS Group
Switzerland
$3.68B +$388M 65 2.03% Increased
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.67B -$87.9M 50 5.19% Reduced
46
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.56B +$117M 17 8.75% Increased
47
Temasek Holdings
Temasek Holdings
Singapore
$3.55B -$115M 4 28.38% Reduced
48
Allianz Asset Management
Allianz Asset Management
Germany
$3.51B -$141M 30 3.13% Reduced
49
HSBC Holdings
HSBC Holdings
United Kingdom
$3.44B +$169M 31 8.01% Increased
50
BlackRock Advisors
BlackRock Advisors
Delaware
$3.37B +$110M 53 3.41% Increased