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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
Victory Capital Management
Victory Capital Management
Texas
$12B +$6.18B 56 7.76% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$11.8B -$180M 105 10.08% Reduced
53
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$11.3B -$1.07B 3 89.84% Reduced
54
Fidelity International
Fidelity International
Bermuda
$11.1B -$68.3M 33 9.51% Reduced
55
ClearBridge Investments
ClearBridge Investments
New York
$11.1B -$154M 21 8.99% Reduced
56
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11B +$1.28B 41 16.4% Increased
57
SC US (TTGP)
SC US (TTGP)
California
$10.3B -$514K 5 72.51% Reduced
58
Nordea Investment Management
Nordea Investment Management
Sweden
$10.2B +$604M 30 9.51% Increased
59
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$10.2B -$52.7M 5 8.99% Reduced
60
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.1B +$74.1M 79 11.22% Increased
61
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$9.96B +$1.08B 50 8.52% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$9.71B +$76.8M 42 7.47% Increased
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.69B -$54.5M 33 8.19% Reduced
64
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.68B +$1.34B 63 9.2% Increased
65
LPL Financial
LPL Financial
California
$9.58B +$645M 72 3.19% Increased
66
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.54B -$1.82B 113 5.47% Reduced
67
DZ Bank
DZ Bank
Germany
$9.46B -$486M 24 9.46% Reduced
68
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.28B -$780M 71 8.3% Reduced
69
Swedbank
Swedbank
Sweden
$8.56B +$47.5M 26 9.62% Increased
70
H&H International Investment
H&H International Investment
California
$8.54B +$248M 3 74.02% Increased
71
WCM Investment Management
WCM Investment Management
California
$8.35B +$122M 10 19.05% Increased
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.13B -$5.33M 88 10.81% Reduced
73
BC Partners
BC Partners
New York
$8.09B -$1.19B 1 84.16% Reduced
74
Marshall Wace
Marshall Wace
United Kingdom
$8.06B -$222M 75 9.07% Reduced
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.02B +$90.5M 57 2.34% Increased