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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
ClearBridge Investments
ClearBridge Investments
New York
$3.34B +$89.2M 20 3.67% Increased
52
Sands Capital Management
Sands Capital Management
Virginia
$3.34B -$263M 4 11.64% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$3.18B -$820M 51 3.17% Reduced
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.11B -$83.4M 21 6.53% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.06B -$199M 53 5.14% Reduced
56
Dodge & Cox
Dodge & Cox
California
$3.05B -$155M 7 2.71% Reduced
57
Magellan Asset Management
Magellan Asset Management
Australia
$3.02B -$63.2M 2 14.16% Reduced
58
Tiger Global Management
Tiger Global Management
New York
$2.99B +$64.4M 9 37.23% Increased
59
BlackRock
BlackRock
New York
$2.91B -$10.9M 51 4.12% Reduced
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$2.91B +$174M 47 4.05% Increased
61
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.89B +$793M 43 1.47% Increased
62
Principal Financial Group
Principal Financial Group
Iowa
$2.78B +$23.2M 31 3.53% Increased
63
AQR Capital Management
AQR Capital Management
Connecticut
$2.72B +$120M 38 3.76% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$2.72B -$201M 30 4.38% Reduced
65
Primecap Management
Primecap Management
California
$2.64B +$27.3M 6 2.6% Increased
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.54B -$64.3M 40 5.18% Reduced
67
Teachers Advisors
Teachers Advisors
New York
$2.54B -$26.3M 45 3.99% Reduced
68
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$2.48B -$453M 4 55.43% Reduced
69
APG Asset Management
APG Asset Management
Netherlands
$2.46B -$49.6M 13 4.62% Reduced
70
Fidelity International
Fidelity International
Bermuda
$2.45B -$122M 16 7.19% Reduced
71
Viking Global Investors
Viking Global Investors
Connecticut
$2.26B -$777M 3 10.29% Reduced
72
Neuberger Berman Group
Neuberger Berman Group
New York
$2.26B +$177M 21 3.03% Increased
73
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.23B +$59.8M 14 6.29% Increased
74
Asset Management One
Asset Management One
Japan
$2.23B +$2.01B 19 5.7% Increased
75
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.19B -$156M 5 10.09% Reduced