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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.36B -$311M 96 9.86% Reduced
52
Sands Capital Management
Sands Capital Management
Virginia
$7.34B -$380M 8 24.19% Reduced
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.32B -$37.5M 70 4.13% Reduced
54
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.28B +$168M 5 7.54% Increased
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$7.15B -$90.7M 93 10.63% Reduced
56
Credit Suisse
Credit Suisse
Switzerland
$7.07B -$763M 88 7.12% Reduced
57
VOYA Investment Management
VOYA Investment Management
Georgia
$7.02B +$713M 72 7.5% Increased
58
Neuberger Berman Group
Neuberger Berman Group
New York
$6.17B -$76.6M 43 5.73% Reduced
59
Fidelity International
Fidelity International
Bermuda
$6.05B +$51.3M 33 6.94% Increased
60
National Pension Service
National Pension Service
South Korea
$6.02B +$132M 18 10.96% Increased
61
Raymond James & Associates
Raymond James & Associates
Florida
$5.98B +$4.76M 58 5.2% Increased
62
DZ Bank
DZ Bank
Germany
$5.71B +$562M 18 9.4% Increased
63
TD Asset Management
TD Asset Management
Ontario, Canada
$5.68B -$164M 32 6.86% Reduced
64
Prudential Financial
Prudential Financial
New Jersey
$5.46B +$69.3M 49 8.54% Increased
65
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26B +$401M 34 7.82% Increased
66
Putnam Investments
Putnam Investments
Massachusetts
$5.18B -$190M 18 8.31% Reduced
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$5.16B +$291M 11 3.7% Increased
68
Nordea Investment Management
Nordea Investment Management
Sweden
$4.94B +$42.3M 30 7.21% Increased
69
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.87B -$78.1M 83 4.27% Reduced
70
Citigroup
Citigroup
New York
$4.81B -$1.02B 109 3.37% Reduced
71
Polen Capital Management
Polen Capital Management
Florida
$4.78B +$969M 10 12.61% Increased
72
Bessemer Group
Bessemer Group
New Jersey
$4.65B -$16.4M 36 11.03% Reduced
73
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.64B +$117M 36 10.03% Increased
74
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.46B -$100M 22 10.47% Reduced
75
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.41B -$45.7M 52 10.23% Reduced