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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
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$6.06B +$229M 81 8.15% Increased
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.02B +$301M 70 3.8% Increased
53
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.01B $0 5 6.28% Maintained
54
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$5.87B +$50.3M 94 9.22% Increased
55
Sands Capital Management
Sands Capital Management
Virginia
$5.82B -$11.1M 8 21.98% Reduced
56
Neuberger Berman Group
Neuberger Berman Group
New York
$5.22B -$563M 47 5.11% Reduced
57
VOYA Investment Management
VOYA Investment Management
Georgia
$5.11B -$514M 73 5.91% Reduced
58
Fidelity International
Fidelity International
Bermuda
$5.04B +$110M 38 6.05% Increased
59
Raymond James & Associates
Raymond James & Associates
Florida
$4.94B -$2.57M 54 4.53% Reduced
60
National Pension Service
National Pension Service
South Korea
$4.82B +$69.2M 20 9.48% Increased
61
Citigroup
Citigroup
New York
$4.79B +$285M 117 3.81% Increased
62
TD Asset Management
TD Asset Management
Ontario, Canada
$4.68B -$562M 32 5.78% Reduced
63
Putnam Investments
Putnam Investments
Massachusetts
$4.51B -$211M 18 7.88% Reduced
64
Prudential Financial
Prudential Financial
New Jersey
$4.38B -$35.4M 50 7.38% Reduced
65
DZ Bank
DZ Bank
Germany
$4.21B -$758M 19 7.14% Reduced
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.11B -$225M 13 3.16% Reduced
67
Nordea Investment Management
Nordea Investment Management
Sweden
$4B -$515M 34 6.22% Reduced
68
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.99B -$78.4M 87 3.83% Reduced
69
Macquarie Group
Macquarie Group
Australia
$3.99B -$130M 46 4.71% Reduced
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.92B +$747M 99 4.33% Increased
71
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.82B -$411M 35 6.07% Reduced
72
Bessemer Group
Bessemer Group
New Jersey
$3.73B +$42M 37 9.08% Increased
73
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$3.73B +$91.3M 37 8.39% Increased
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.71B -$47M 23 9.13% Reduced
75
APG Asset Management
APG Asset Management
Netherlands
$3.69B +$1.09B 30 7.02% Increased