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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.61B -$223M 53 7% Reduced
52
Tiger Global Management
Tiger Global Management
New York
$5.6B +$502M 10 29.12% Increased
53
Allianz Asset Management
Allianz Asset Management
Germany
$5.54B -$110M 35 5.37% Reduced
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.35B -$41.8M 28 9.1% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$4.95B -$117M 38 4.55% Reduced
56
Teachers Advisors
Teachers Advisors
New York
$4.88B +$5.31M 48 6.1% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.87B -$300M 60 6.73% Reduced
58
Primecap Management
Primecap Management
California
$4.42B +$9.13M 6 3.28% Increased
59
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$4.39B +$326M 5 67.4% Increased
60
Credit Suisse
Credit Suisse
Switzerland
$4.38B -$263M 51 4.3% Reduced
61
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.15B +$933M 49 5.41% Increased
62
Asset Management One
Asset Management One
Japan
$4B +$10.6M 30 8.75% Increased
63
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$3.99B -$171M 29 5.75% Reduced
64
APG Asset Management
APG Asset Management
Netherlands
$3.65B -$187M 19 6.7% Reduced
65
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.56B -$597M 26 6.83% Reduced
66
Prudential Financial
Prudential Financial
New Jersey
$3.52B -$265M 39 5.26% Reduced
67
Barclays
Barclays
United Kingdom
$3.49B -$1.28B 65 3% Reduced
68
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.43B -$442M 12 7.93% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$3.38B -$31.3M 43 7.03% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.33B +$12.7M 39 6.72% Increased
71
Aberdeen Group
Aberdeen Group
United Kingdom
$3.24B +$253M 20 6.22% Increased
72
Fred Alger Management
Fred Alger Management
New York
$3.19B -$181M 13 13.41% Reduced
73
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.08B -$123M 20 7.5% Reduced
74
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.07B -$43.2M 17 7.31% Reduced
75
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.03B -$396M 8 12.9% Reduced