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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
Credit Suisse
Credit Suisse
Switzerland
$9.26B +$400M 99 7.93% Increased
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.08B +$432M 69 5.95% Increased
53
Eaton Vance Management
Eaton Vance Management
Massachusetts
$8.97B +$929M 44 10.34% Increased
54
TD Asset Management
TD Asset Management
Ontario, Canada
$8.62B -$336M 35 7.89% Reduced
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$8.55B -$436M 89 11.26% Reduced
56
Allianz Asset Management
Allianz Asset Management
Germany
$8.38B -$279M 33 6.24% Reduced
57
HSBC Holdings
HSBC Holdings
United Kingdom
$8.21B -$1.38B 72 9.97% Reduced
58
Tiger Global Management
Tiger Global Management
New York
$8.17B -$2.55B 17 30.66% Reduced
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.94B +$51.4M 64 10.23% Increased
60
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.48B +$30.8M 5 7.51% Increased
61
Fidelity International
Fidelity International
Bermuda
$7.16B -$333M 41 7.34% Reduced
62
Citigroup
Citigroup
New York
$7.13B -$1.74B 136 4.33% Reduced
63
Raymond James & Associates
Raymond James & Associates
Florida
$6.91B -$3.2M 70 5.83% Reduced
64
Neuberger Berman Group
Neuberger Berman Group
New York
$6.85B -$366M 44 5.8% Reduced
65
Putnam Investments
Putnam Investments
Massachusetts
$6.8B -$59.7M 27 10.29% Reduced
66
Prudential Financial
Prudential Financial
New Jersey
$6.77B -$11.4M 50 8.99% Reduced
67
Nordea Investment Management
Nordea Investment Management
Sweden
$6.69B +$267M 35 8.39% Increased
68
ProShare Advisors
ProShare Advisors
Maryland
$6.63B -$268M 64 14.25% Reduced
69
DZ Bank
DZ Bank
Germany
$6.55B -$6.1B 22 9.4% Reduced
70
Macquarie Group
Macquarie Group
Australia
$6.5B -$346M 74 4.94% Reduced
71
H&H International Investment
H&H International Investment
California
$6.48B +$908M 3 68.7% Increased
72
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.35B +$859M 21 8.49% Increased
73
National Pension Service
National Pension Service
South Korea
$6.26B +$17.4M 19 11.43% Increased
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.8B -$78.8M 91 5.08% Reduced
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.76B +$982M 106 5.39% Increased