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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
Fidelity International
Fidelity International
Bermuda
$11B +$589M 35 9.98% Increased
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5B +$139M 70 9.16% Increased
53
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$10.4B -$247M 61 8.89% Reduced
54
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$10.4B -$375M 4 85.79% Reduced
55
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$10.3B +$19.9M 5 8.91% Increased
56
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10B -$52.2M 84 11.68% Reduced
57
Neuberger Berman Group
Neuberger Berman Group
New York
$9.62B -$129M 44 7.51% Reduced
58
Raymond James & Associates
Raymond James & Associates
Florida
$9.51B +$21.6M 61 5.8% Increased
59
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$9.35B +$820M 36 10% Increased
60
Citigroup
Citigroup
New York
$9B -$217M 113 5.21% Reduced
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.74B +$743M 37 8.96% Increased
62
Nordea Investment Management
Nordea Investment Management
Sweden
$8.43B +$535M 24 9.58% Increased
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.37B -$619M 90 11.32% Reduced
64
Sanders Capital
Sanders Capital
Florida
$8.28B +$32.8M 3 12% Increased
65
Sands Capital Management
Sands Capital Management
Virginia
$8.22B +$209M 12 24.95% Increased
66
Polen Capital Management
Polen Capital Management
Florida
$7.99B +$1.11B 8 20.63% Increased
67
Swedbank
Swedbank
Sweden
$7.99B -$250M 25 10.18% Reduced
68
SC US (TTGP)
SC US (TTGP)
California
$7.71B -$362M 5 56.3% Reduced
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.7B +$596M 67 5.17% Increased
70
VOYA Investment Management
VOYA Investment Management
Georgia
$7.68B -$1.74B 70 7.94% Reduced
71
LPL Financial
LPL Financial
California
$7.68B +$418M 67 3.42% Increased
72
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.57B +$98.6M 64 2.44% Increased
73
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.52B -$177M 43 13.85% Reduced
74
TD Asset Management
TD Asset Management
Ontario, Canada
$7.41B +$213M 29 6.54% Increased
75
Marshall Wace
Marshall Wace
United Kingdom
$7.27B +$397M 67 8.85% Increased