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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
Tiger Global Management
Tiger Global Management
New York
$8.56B +$160M 13 33.19% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.16B -$300M 65 10.41% Reduced
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.16B -$359M 60 7.66% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$7.8B +$27.3M 49 6.87% Increased
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.49B -$81.1M 79 6.82% Reduced
56
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$7.34B -$27M 15 11.79% Reduced
57
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$6.91B $0 1 75.25% Maintained
58
APG Asset Management
APG Asset Management
Netherlands
$6.74B +$909M 30 12.29% Increased
59
Allianz Asset Management
Allianz Asset Management
Germany
$6.63B -$73.6M 44 7.66% Reduced
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.58B +$519M 64 7.84% Increased
61
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.45B +$1.06B 42 13.77% Increased
62
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$6.11B -$31.1M 53 10.76% Reduced
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$5.93B +$279M 57 9.91% Increased
64
Renaissance Technologies
Renaissance Technologies
New York
$5.74B +$509M 76 4.96% Increased
65
AQR Capital Management
AQR Capital Management
Connecticut
$5.7B +$151M 43 9.23% Increased
66
GQG Partners
GQG Partners
Florida
$5.65B +$1.5B 7 24.82% Increased
67
Citigroup
Citigroup
New York
$5.62B +$156M 81 4.39% Increased
68
Putnam Investments
Putnam Investments
Massachusetts
$5.48B -$57.9M 19 11.65% Reduced
69
WCM Investment Management
WCM Investment Management
California
$5.47B +$194M 6 21% Increased
70
Eaton Vance Management
Eaton Vance Management
Massachusetts
$5.17B -$46.3M 25 10.47% Reduced
71
Prudential Financial
Prudential Financial
New Jersey
$5.02B -$70.6M 44 9.57% Reduced
72
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.93B $0 4 6.77% Maintained
73
Barclays
Barclays
United Kingdom
$4.91B -$625M 78 3.79% Reduced
74
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.9B +$30M 38 11.85% Increased
75
Neuberger Berman Group
Neuberger Berman Group
New York
$4.86B -$41.9M 32 6.04% Reduced