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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
$13.7B -$78.6M 55 5.68% Reduced
27
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.9B +$167M 32 10.15% Increased
28
Charles Schwab
Charles Schwab
California
$12.4B +$194M 63 6.68% Increased
29
Fisher Asset Management
Fisher Asset Management
Washington
$12B -$94.3M 13 12.09% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.4B -$473M 65 4.14% Reduced
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.8B +$667M 88 3.88% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$10.5B -$31M 83 6.85% Reduced
33
ClearBridge Investments
ClearBridge Investments
New York
$10.4B +$424M 28 8.63% Increased
34
UBS Group
UBS Group
Switzerland
$10.3B -$409M 106 3.57% Reduced
35
Capital International Investors
Capital International Investors
California
$10.1B +$131M 8 3.42% Increased
36
BC Partners Advisors
BC Partners Advisors
New York
$9.82B -$163M 1 94.8% Reduced
37
Franklin Resources
Franklin Resources
California
$9.35B -$24.1M 32 4.91% Reduced
38
Swiss National Bank
Swiss National Bank
Switzerland
$9.25B -$639M 57 9.49% Reduced
39
HSBC Holdings
HSBC Holdings
United Kingdom
$9.16B -$117M 52 15.91% Reduced
40
AllianceBernstein
AllianceBernstein
Tennessee
$8.73B -$588M 61 4.96% Reduced
41
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.43B +$58.5M 17 3.17% Increased
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.33B -$1.9M 28 13.57% Reduced
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$8.26B +$160M 62 6.04% Increased
44
American Century Companies
American Century Companies
Missouri
$8.12B -$114M 24 7.73% Reduced
45
Fidelity International
Fidelity International
Bermuda
$7.93B -$254M 29 10.99% Reduced
46
California Public Employees Retirement System
California Public Employees Retirement System
California
$7.49B +$428M 73 6.78% Increased
47
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$6.87B +$1.25B 34 8.05% Increased
48
Sands Capital Management
Sands Capital Management
Virginia
$6.8B +$20.7M 9 19.74% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$6.75B +$890M 68 4.9% Increased
50
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$6.61B $0 1 72.44% Maintained