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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.22B +$265M 9 5.8% Increased
52
BlackRock
BlackRock
New York
$3.21B +$164M 40 4.44% Increased
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.2B -$37.1M 42 4.06% Reduced
54
Managed Account Advisors
Managed Account Advisors
New Jersey
$3.2B +$235M 33 2.81% Increased
55
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.17B -$419M 8 4.41% Reduced
56
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.05B +$47.7M 49 3.99% Increased
57
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3B -$139M 40 3.48% Reduced
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.89B +$345M 18 10.67% Increased
59
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.72B +$57.1M 12 6.32% Increased
60
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.71B +$63.1M 39 1.71% Increased
61
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.68B -$230M 46 1.87% Reduced
62
Icahn Carl
Icahn Carl
Florida
$2.67B $0 1 8.33% Maintained
63
Prudential Financial
Prudential Financial
New Jersey
$2.64B +$164M 23 4.57% Increased
64
SG Americas Securities
SG Americas Securities
New York
$2.61B +$1.13B 27 15.53% Increased
65
Silver Lake Group
Silver Lake Group
California
$2.48B -$2.25B 1 49.2% Reduced
66
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.44B -$22.5M 38 3.74% Reduced
67
Principal Financial Group
Principal Financial Group
Iowa
$2.42B -$24.8M 22 3.61% Reduced
68
JSP
Jackson Square Partners
California
$2.42B +$161M 5 9.28% Increased
69
Tiger Global Management
Tiger Global Management
New York
$2.38B +$453M 5 26.14% Increased
70
Fisher Asset Management
Fisher Asset Management
Washington
$2.34B +$24.4M 6 4.68% Increased
71
Fidelity International
Fidelity International
Bermuda
$2.33B +$857M 17 7.52% Increased
72
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.31B +$1.29B 3 8.72% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.29B -$34.9M 36 5.41% Reduced
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.25B -$36.8M 15 5.73% Reduced
75
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.13B +$11.5M 11 7.26% Increased