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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$6.66B +$36.5M 40 9.88% Increased
52
HSBC Holdings
HSBC Holdings
United Kingdom
$6.62B -$651M 57 10.79% Reduced
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$6.45B +$197M 81 9.61% Increased
54
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$6.42B -$96M 94 10.84% Reduced
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41B +$42.3M 77 4.46% Increased
56
Neuberger Berman Group
Neuberger Berman Group
New York
$6.29B +$1.71B 46 6.57% Increased
57
VOYA Investment Management
VOYA Investment Management
Georgia
$6.25B +$3.24B 72 7.5% Increased
58
Sands Capital Management
Sands Capital Management
Virginia
$6.16B -$435M 7 23.1% Reduced
59
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.11B +$3.72M 5 7.36% Increased
60
TD Asset Management
TD Asset Management
Ontario, Canada
$5.92B -$102M 35 7.41% Reduced
61
DZ Bank
DZ Bank
Germany
$5.37B +$1.17B 21 9.82% Increased
62
National Pension Service
National Pension Service
South Korea
$5.37B +$155M 20 11.21% Increased
63
Raymond James & Associates
Raymond James & Associates
Florida
$5.32B +$48.7M 55 5.39% Increased
64
Putnam Investments
Putnam Investments
Massachusetts
$5.08B -$133M 26 9.65% Reduced
65
Fidelity International
Fidelity International
Bermuda
$5.06B -$581M 38 6.51% Reduced
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.95B +$5.47B 14 3.95% New
67
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.9B +$1.28B 126 1.27% Increased
68
Prudential Financial
Prudential Financial
New Jersey
$4.88B -$151M 52 8.28% Reduced
69
Citigroup
Citigroup
New York
$4.88B -$22.5M 122 3.49% Reduced
70
Nordea Investment Management
Nordea Investment Management
Sweden
$4.85B -$254M 32 7.84% Reduced
71
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.53B -$24.6M 35 7.49% Reduced
72
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.4B -$66.1M 85 4.6% Reduced
73
Macquarie Group
Macquarie Group
Australia
$4.31B -$68.4M 65 5.29% Reduced
74
Polen Capital Management
Polen Capital Management
Florida
$4.28B -$36M 9 11.98% Reduced
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.16B -$31.7M 23 10.81% Reduced