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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$20.7B -$1.13B 30 13.95% Reduced
27
Ameriprise
Ameriprise
Minnesota
$20.6B -$1.22B 69 8.37% Reduced
28
Charles Schwab
Charles Schwab
California
$19.9B -$129M 67 9.16% Reduced
29
Fisher Asset Management
Fisher Asset Management
Washington
$18.9B +$306M 16 16.55% Increased
30
Swiss National Bank
Swiss National Bank
Switzerland
$17.7B -$296M 60 13.85% Reduced
31
BC Partners Advisors
BC Partners Advisors
New York
$17.6B +$42.3M 1 94% Increased
32
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.1B +$284M 98 6.09% Increased
33
Franklin Resources
Franklin Resources
California
$15.8B -$73.4M 45 7.63% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15.3B -$697M 70 6.51% Reduced
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$14.5B +$488M 24 5.26% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$14.5B +$513M 81 9.98% Increased
37
ClearBridge Investments
ClearBridge Investments
New York
$14.4B -$1.27B 21 12.41% Reduced
38
AllianceBernstein
AllianceBernstein
Tennessee
$14.2B -$575M 66 7.66% Reduced
39
Capital International Investors
Capital International Investors
California
$14B -$2.02B 8 4.32% Reduced
40
UBS Group
UBS Group
Switzerland
$14B -$829M 111 5.27% Reduced
41
Sands Capital Management
Sands Capital Management
Virginia
$13.1B -$168M 9 28.41% Reduced
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13B -$588M 38 20.82% Reduced
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$13B -$216M 74 9.32% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$12.9B -$612M 52 20.57% Reduced
45
American Century Companies
American Century Companies
Missouri
$12.8B -$319M 43 11.4% Reduced
46
Credit Suisse
Credit Suisse
Switzerland
$12.8B -$891M 72 7.84% Reduced
47
Tiger Global Management
Tiger Global Management
New York
$12.2B +$1.14B 14 34.26% Increased
48
Fidelity International
Fidelity International
Bermuda
$11.4B -$1.48B 35 14.12% Reduced
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$11.2B +$335M 84 9.94% Increased
50
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$10.7B -$628M 33 11.18% Reduced