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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$11.4B +$1.36B 36 10.47% Increased
52
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11.1B +$781M 115 6.56% Increased
53
Fidelity International
Fidelity International
Bermuda
$10.7B -$880M 33 10.16% Reduced
54
ClearBridge Investments
ClearBridge Investments
New York
$10.4B -$556M 21 9.08% Reduced
55
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$10.1B -$85.8M 5 9.3% Reduced
56
DZ Bank
DZ Bank
Germany
$9.77B -$492M 27 10.94% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$9.74B -$72.5M 82 12.04% Reduced
58
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$9.58B -$230M 3 87.31% Reduced
59
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.54B -$1.08B 68 9.03% Reduced
60
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.33B +$1.96B 41 15.56% Increased
61
Nordea Investment Management
Nordea Investment Management
Sweden
$9.3B +$147M 27 9.82% Increased
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.17B -$484M 36 9.26% Reduced
63
Neuberger Berman Group
Neuberger Berman Group
New York
$9.17B -$238M 41 7.68% Reduced
64
H&H International Investment
H&H International Investment
California
$9.05B -$1.65B 3 75.36% Reduced
65
LPL Financial
LPL Financial
California
$8.65B +$512M 71 3.36% Increased
66
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.47B +$795M 44 8.22% Increased
67
SC US (TTGP)
SC US (TTGP)
California
$8.28B -$48.9M 5 78.34% Reduced
68
Swedbank
Swedbank
Sweden
$8.2B -$107M 24 10.91% Reduced
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.89B -$272M 87 11.59% Reduced
70
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.85B +$3.13B 61 8.22% Increased
71
Sanders Capital
Sanders Capital
Florida
$7.79B -$337M 4 11.65% Reduced
72
Marshall Wace
Marshall Wace
United Kingdom
$7.69B -$1.01B 78 9.77% Reduced
73
TD Asset Management
TD Asset Management
Ontario, Canada
$7.56B -$126M 27 6.96% Reduced
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.5B -$81.3M 58 2.42% Reduced
75
Sands Capital Management
Sands Capital Management
Virginia
$7.39B -$1.14B 14 25.15% Reduced