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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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$4.75B +$289M 52 4.74% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$4.65B -$56.7M 53 4.15% Reduced
53
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.57B +$20.2M 26 7.96% Increased
54
Principal Financial Group
Principal Financial Group
Iowa
$4.49B -$109M 36 4.13% Reduced
55
Tiger Global Management
Tiger Global Management
New York
$4.27B -$929M 8 33.71% Reduced
56
Magellan Asset Management
Magellan Asset Management
Australia
$4.23B +$142M 2 14.04% Increased
57
Teachers Advisors
Teachers Advisors
New York
$4.17B +$188M 48 5.35% Increased
58
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$4.14B +$1.78B 27 6.37% Increased
59
Primecap Management
Primecap Management
California
$4.1B -$17.8M 6 3.15% Reduced
60
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.03B -$69.5M 37 1.42% Reduced
61
Prudential Financial
Prudential Financial
New Jersey
$3.92B -$63.4M 36 5.33% Reduced
62
Fidelity International
Fidelity International
Bermuda
$3.89B +$35.9M 19 10.82% Increased
63
Barclays
Barclays
United Kingdom
$3.67B +$1.23B 62 3% Increased
64
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.56B -$71.8M 14 7.9% Reduced
65
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.49B +$129M 59 3.03% Increased
66
Lazard Asset Management
Lazard Asset Management
New York
$3.37B +$56.5M 17 5.77% Increased
67
Coatue Management
Coatue Management
New York
$3.36B -$115M 7 26.32% Reduced
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.36B +$244M 26 6.32% Increased
69
Asset Management One
Asset Management One
Japan
$3.34B +$238M 23 7.36% Increased
70
Nordea Investment Management
Nordea Investment Management
Sweden
$3.21B -$93.5M 21 7.58% Reduced
71
Fred Alger Management
Fred Alger Management
New York
$3.19B -$305M 14 14.38% Reduced
72
APG Asset Management
APG Asset Management
Netherlands
$3.14B +$32.2M 20 5.75% Increased
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.08B $0 4 3.88% Maintained
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.02B +$109M 41 6.22% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.92B +$33.5M 39 5.93% Increased