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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
Legal & General Group
Legal & General Group
United Kingdom
$9.08B +$943M 59 7.03% Increased
27
Capital International Investors
Capital International Investors
California
$8.56B +$193M 7 4.27% Increased
28
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$8.08B +$1.48B 26 8.69% Increased
29
Charles Schwab
Charles Schwab
California
$7.78B +$183M 55 5.96% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$7.69B +$82.7M 62 3.48% Increased
31
Fisher Asset Management
Fisher Asset Management
Washington
$7.33B +$289M 14 10.02% Increased
32
Franklin Resources
Franklin Resources
California
$6.95B +$26.3M 30 4.19% Increased
33
AllianceBernstein
AllianceBernstein
Tennessee
$6.79B -$124M 49 5.05% Reduced
34
OppenheimerFunds
OppenheimerFunds
New York
$6.6B +$37.3M 28 9.42% Increased
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.38B -$197M 15 3.06% Reduced
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.3B +$237M 74 3.03% Increased
37
UBS Group
UBS Group
Switzerland
$6.27B -$482M 90 2.84% Reduced
38
HSBC Holdings
HSBC Holdings
United Kingdom
$6.19B -$385M 37 11.44% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$6.15B -$2.99B 71 4.36% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$6.15B +$133M 45 7.89% Increased
41
American Century Companies
American Century Companies
Missouri
$5.97B +$521M 19 6.81% Increased
42
ClearBridge Investments
ClearBridge Investments
New York
$5.79B +$449M 22 5.86% Increased
43
Sands Capital Management
Sands Capital Management
Virginia
$5.2B -$90.2M 8 18.55% Reduced
44
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$5.02B -$14.8M 57 4.98% Reduced
45
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.85B +$603M 40 6.12% Increased
46
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.81B -$426M 17 8.7% Reduced
47
Fidelity International
Fidelity International
Bermuda
$4.7B +$241M 28 8.34% Increased
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.63B +$342M 68 4.38% Increased
49
Allianz Asset Management
Allianz Asset Management
Germany
$4.6B +$99.5M 37 5.03% Increased
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$4.48B -$293M 52 6.48% Reduced