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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
51
BlackRock Advisors
BlackRock Advisors
Delaware
$2.44B +$526M 41 2.3% Increased
52
Charles Schwab
Charles Schwab
California
$2.42B +$45.9M 33 4.07% Increased
53
Neuberger Berman Group
Neuberger Berman Group
New York
$2.42B -$194M 18 2.36% Reduced
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.41B +$30.5M 11 5.55% Increased
55
Prudential Financial
Prudential Financial
New Jersey
$2.35B -$99.7M 24 4.14% Reduced
56
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.34B +$752M 35 3.18% Increased
57
Sands Capital Management
Sands Capital Management
Virginia
$2.27B +$9.72M 2 5.72% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$2.24B -$73.5M 23 3.77% Reduced
59
Managed Account Advisors
Managed Account Advisors
New Jersey
$2.21B -$82.1M 30 2.66% Reduced
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.14B -$245M 5 5.82% Reduced
61
JSP
Jackson Square Partners
California
$2.05B +$2.01B 6 7.99% New
62
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.02B +$101M 39 1.4% Increased
63
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.92B -$97.2M 15 5% Reduced
64
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.88B -$136M 4 5.73% Reduced
65
Fisher Asset Management
Fisher Asset Management
Washington
$1.88B +$118M 6 3.95% Increased
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.86B -$62M 35 4.69% Reduced
67
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.78B +$43.5M 6 2.6% Increased
68
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.77B -$143M 39 1.2% Reduced
69
APG Asset Management
APG Asset Management
Netherlands
$1.74B +$295M 11 3.7% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.73B -$86.9M 31 5.07% Reduced
71
Magellan Asset Management
Magellan Asset Management
Australia
$1.71B +$99.6M 2 12.87% Increased
72
Citigroup
Citigroup
New York
$1.69B -$78M 48 1.62% Reduced
73
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.61B -$33.2M 37 3.63% Reduced
74
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.58B -$242M 15 8.06% Reduced
75
Prudential plc
Prudential plc
United Kingdom
$1.55B +$804K 8 6.45% Increased