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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 Investment Management
BlackRock Investment Management
Delaware
$3.21B +$32M 52 4.12% Increased
52
Dodge & Cox
Dodge & Cox
California
$3.17B -$399M 8 3.11% Reduced
53
Fisher Asset Management
Fisher Asset Management
Washington
$3.14B +$41.7M 11 6.04% Increased
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.08B -$667M 12 11.07% Reduced
55
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.97B -$342M 4 10.6% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$2.95B +$338M 48 3.39% Increased
57
BlackRock
BlackRock
New York
$2.94B -$16.1M 46 4.31% Reduced
58
ClearBridge Investments
ClearBridge Investments
New York
$2.89B -$13.2M 18 3.35% Reduced
59
Prudential Financial
Prudential Financial
New Jersey
$2.8B +$240M 23 5.07% Increased
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.73B +$10.5M 19 6.23% Increased
61
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.67B +$19.7M 19 7.53% Increased
62
BlackRock Advisors
BlackRock Advisors
Delaware
$2.47B -$30.1M 49 2.61% Reduced
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$2.42B +$127M 43 4.13% Increased
64
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.36B -$316M 2 10.1% Reduced
65
Principal Financial Group
Principal Financial Group
Iowa
$2.34B -$36M 25 3.48% Reduced
66
HSBC Holdings
HSBC Holdings
United Kingdom
$2.3B -$209M 26 5.54% Reduced
67
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.24B -$227M 11 9.36% Reduced
68
LPU
Lansdowne Partners (UK)
United Kingdom
$2.24B +$1.06B 3 15.39% Increased
69
Swiss National Bank
Swiss National Bank
Switzerland
$2.21B +$87.2M 40 5.35% Increased
70
Primecap Management
Primecap Management
California
$2.16B +$284M 6 2.21% Increased
71
VOYA Investment Management
VOYA Investment Management
Georgia
$2.12B +$68.1M 33 5.18% Increased
72
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$2.12B -$73.4M 11 3.44% Reduced
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.11B -$126M 18 9.78% Reduced
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.11B +$33.9M 40 5.14% Increased
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.06B -$19.9M 19 5.46% Reduced