← All themes

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
$11.6B -$566M 53 5.18% Reduced
27
Janus Henderson Group
Janus Henderson Group
$11.4B +$176M 36 6.16% Increased
28
Jennison Associates
Jennison Associates
New York
$11B -$386M 17 10.91% Reduced
29
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$10.4B -$34.8M 30 9.32% Reduced
30
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$10.3B +$9.43B 1 81.09% New
31
Charles Schwab
Charles Schwab
California
$9.9B +$188M 60 6.02% Increased
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$9.89B +$435M 65 3.84% Increased
33
Capital International Investors
Capital International Investors
California
$9.75B -$371M 8 3.89% Reduced
34
Fisher Asset Management
Fisher Asset Management
Washington
$9.6B +$220M 14 10.62% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$9.34B +$578M 82 5.48% Increased
36
UBS Group
UBS Group
Switzerland
$8.83B +$810M 102 3.4% Increased
37
Franklin Resources
Franklin Resources
California
$8.5B -$369M 36 4.52% Reduced
38
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.33B +$283M 85 3.35% Increased
39
ClearBridge Investments
ClearBridge Investments
New York
$8.23B +$661M 29 7.13% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$7.95B -$418M 61 4.94% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$7.95B -$71.9M 55 8.57% Reduced
42
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$7.72B -$217M 15 3.15% Reduced
43
American Century Companies
American Century Companies
Missouri
$7.17B -$314M 22 7.14% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$7.09B -$374M 44 13.47% Reduced
45
Sands Capital Management
Sands Capital Management
Virginia
$6.61B -$293M 9 19.67% Reduced
46
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$6.54B +$71.5M 62 5.4% Increased
47
Fidelity International
Fidelity International
Bermuda
$6.38B -$420M 35 9.62% Reduced
48
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$5.71B -$209M 40 4.67% Reduced
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.57B -$181M 50 6.48% Reduced
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.51B -$99.8M 66 6.91% Reduced