← All themes

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.75B -$1.63B 45 6.08% Reduced
52
Teachers Advisors
Teachers Advisors
New York
$5.7B +$87.9M 50 6.87% Increased
53
Principal Financial Group
Principal Financial Group
Iowa
$5.62B +$52.1M 42 4.95% Increased
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.61B -$1.5B 68 4.39% Reduced
55
Fidelity International
Fidelity International
Bermuda
$5.49B +$41.3M 27 8.12% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.42B -$114M 61 6.99% Reduced
57
Temasek Holdings
Temasek Holdings
Singapore
$5.37B -$1.09B 5 31.24% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$4.93B +$201M 53 4.42% Increased
59
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$4.56B +$68M 27 5.97% Increased
60
Asset Management One
Asset Management One
Japan
$4.45B -$61.6M 28 9.14% Reduced
61
Barclays
Barclays
United Kingdom
$4.42B +$567M 67 3.06% Increased
62
APG Asset Management
APG Asset Management
Netherlands
$4.39B +$288M 21 7.68% Increased
63
Primecap Management
Primecap Management
California
$4.2B -$41.8M 6 2.84% Reduced
64
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$4.18B +$77.4M 6 66.28% Increased
65
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.11B -$604M 50 4.93% Reduced
66
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$4.02B +$41.7M 43 7.81% Increased
67
Prudential Financial
Prudential Financial
New Jersey
$4.02B -$50.3M 38 5.91% Reduced
68
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.99B +$164M 16 8.84% Increased
69
Aberdeen Group
Aberdeen Group
United Kingdom
$3.79B +$270M 23 7.06% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$3.78B -$132M 40 7.31% Reduced
71
Nordea Investment Management
Nordea Investment Management
Sweden
$3.66B +$819M 27 7.55% Increased
72
Fred Alger Management
Fred Alger Management
New York
$3.65B -$13.6M 16 13.71% Reduced
73
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.57B -$43M 17 7.92% Reduced
74
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.49B $0 4 4.37% Maintained
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.46B -$163M 20 8.11% Reduced