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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
Swiss National Bank
Swiss National Bank
Switzerland
$16.7B +$9.61M 81 11.29% Increased
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.5B -$190M 133 4.57% Reduced
28
Capital International Investors
Capital International Investors
California
$15.5B -$155M 12 4.22% Reduced
29
Wells Fargo
Wells Fargo
California
$15.3B -$1.79B 139 4.74% Reduced
30
Jennison Associates
Jennison Associates
New York
$14.6B -$1.86B 20 14.53% Reduced
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13.4B -$419M 83 4.8% Reduced
32
AllianceBernstein
AllianceBernstein
Tennessee
$13.3B -$759M 77 6.06% Reduced
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.5B +$306M 40 9.61% Increased
34
Janus Henderson Group
Janus Henderson Group
$12.5B -$4.5B 62 8.59% Reduced
35
Capital World Investors
Capital World Investors
California
$11.8B -$1.67B 23 2.5% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$11.8B +$53.5M 107 6.56% Increased
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$11.4B -$309M 23 3.94% Reduced
38
UBS Group
UBS Group
Switzerland
$11.2B -$479M 163 4.58% Reduced
39
Franklin Resources
Franklin Resources
California
$10.8B -$102M 58 5.37% Reduced
40
BC Partners Advisors
BC Partners Advisors
New York
$10.8B +$20.4M 1 84.52% Increased
41
ClearBridge Investments
ClearBridge Investments
New York
$10B -$394M 22 9.34% Reduced
42
American Century Companies
American Century Companies
Missouri
$9.88B -$253M 45 8.08% Reduced
43
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$9.82B -$1.64B 4 78.07% Reduced
44
Principal Financial Group
Principal Financial Group
Iowa
$8.37B +$223M 59 6.19% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$8.34B -$544M 34 7.81% Reduced
46
Amundi
Amundi
France
$8.19B +$111M 41 6.57% Increased
47
HSBC Holdings
HSBC Holdings
United Kingdom
$7.48B +$990M 58 10.44% Increased
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.23B -$52.7M 100 9.44% Reduced
49
Credit Suisse
Credit Suisse
Switzerland
$6.83B -$186M 119 7.11% Reduced
50
Eaton Vance Management
Eaton Vance Management
Massachusetts
$6.51B -$132M 43 9.13% Reduced