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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
Principal Financial Group
Principal Financial Group
Iowa
$11.4B +$163M 63 6.79% Increased
52
HSBC Holdings
HSBC Holdings
United Kingdom
$10.3B -$2.77B 69 9.53% Reduced
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.2B -$53.3M 86 10.28% Reduced
54
TD Asset Management
TD Asset Management
Ontario, Canada
$10.2B +$2.94B 38 8.52% Increased
55
Citigroup
Citigroup
New York
$9.73B +$2.16B 126 5.21% Increased
56
Credit Suisse
Credit Suisse
Switzerland
$9.54B -$536M 99 5.07% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.32B +$107M 88 10.89% Increased
58
Allianz Asset Management
Allianz Asset Management
Germany
$9.21B -$570M 41 6.34% Reduced
59
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.14B -$1B 70 5.6% Reduced
60
Fidelity International
Fidelity International
Bermuda
$8.76B +$145M 41 8.99% Increased
61
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.27B +$185M 63 10.08% Increased
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$8.11B +$88.1M 62 9.94% Increased
63
Neuberger Berman Group
Neuberger Berman Group
New York
$7.66B +$835M 45 6.01% Increased
64
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.65B +$781M 5 7.57% Increased
65
Macquarie Group
Macquarie Group
Australia
$7.47B +$395M 75 6.22% Increased
66
ProShare Advisors
ProShare Advisors
Maryland
$7.2B +$1.68B 67 14.13% Increased
67
Raymond James & Associates
Raymond James & Associates
Florida
$7.17B +$95M 70 5.78% Increased
68
Putnam Investments
Putnam Investments
Massachusetts
$7.09B -$355M 22 10.12% Reduced
69
Prudential Financial
Prudential Financial
New Jersey
$6.98B +$12.4M 49 8.67% Increased
70
Jane Street
Jane Street
New York
$6.93B +$2.49B 116 2.28% Increased
71
Lone Pine Capital
Lone Pine Capital
Connecticut
$6.7B +$300M 6 27.44% Increased
72
Nordea Investment Management
Nordea Investment Management
Sweden
$6.64B +$382M 38 7.95% Increased
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.48B +$93.8M 39 8.47% Increased
74
National Pension Service
National Pension Service
South Korea
$6.42B +$18.2M 22 11.2% Increased
75
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.26B +$830M 20 8.75% Increased