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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
Franklin Resources
Franklin Resources
California
$33.2B +$405M 68 8.29% Increased
27
UBS Group
UBS Group
Switzerland
$31.8B -$514M 169 4.99% Reduced
28
Wells Fargo
Wells Fargo
California
$29.8B +$1.04B 115 5.66% Increased
29
Jennison Associates
Jennison Associates
New York
$29.1B +$695M 18 16.92% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$28.6B +$263M 80 6.13% Increased
31
Ameriprise
Ameriprise
Minnesota
$28.3B -$85.7M 78 6.5% Reduced
32
Fisher Asset Management
Fisher Asset Management
Washington
$26.7B +$402M 16 9.66% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$25.7B +$614M 85 8.63% Increased
34
Barclays
Barclays
United Kingdom
$25.2B +$727M 116 5.46% Increased
35
AllianceBernstein
AllianceBernstein
Tennessee
$24.4B -$442M 82 7.69% Reduced
36
Swiss National Bank
Swiss National Bank
Switzerland
$21.6B -$1.04B 57 12.52% Reduced
37
HSBC Holdings
HSBC Holdings
United Kingdom
$20.8B -$188M 62 11.48% Reduced
38
Janus Henderson Group
Janus Henderson Group
$20.3B +$265M 58 9.26% Increased
39
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$19.8B +$53.7M 30 11.41% Increased
40
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.1B +$647M 26 5.61% Increased
41
Bank of Montreal
Bank of Montreal
Ontario, Canada
$18.1B +$1.47B 44 6.95% Increased
42
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$17.7B -$139M 65 11.16% Reduced
43
Raymond James Financial
Raymond James Financial
Florida
$17.4B +$159M 65 5.61% Increased
44
American Century Companies
American Century Companies
Missouri
$16.6B -$253M 67 8.43% Reduced
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$15.9B -$254M 30 9.55% Reduced
46
Principal Financial Group
Principal Financial Group
Iowa
$15.2B +$91.9M 51 7.69% Increased
47
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.7B +$633M 35 10.57% Increased
48
National Pension Service
National Pension Service
South Korea
$14.4B +$410M 18 11.18% Increased
49
Fidelity International
Fidelity International
Bermuda
$13.6B +$946M 30 10.72% Increased
50
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$13.1B -$167M 103 10.5% Reduced