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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
$12.4B -$440M 55 7.27% Reduced
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$12.4B +$1.04B 37 8.71% Increased
53
ClearBridge Investments
ClearBridge Investments
New York
$12.3B +$227M 22 9.25% Increased
54
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$11.9B -$519M 3 89.58% Reduced
55
Nordea Investment Management
Nordea Investment Management
Sweden
$11.7B -$18.1M 33 10.26% Reduced
56
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11.6B +$999M 33 9.08% Increased
57
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$11.5B -$186M 5 9.58% Reduced
58
LPL Financial
LPL Financial
California
$11.5B +$661M 75 3.34% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.4B +$16.5M 81 11.66% Increased
60
Neuberger Berman Group
Neuberger Berman Group
New York
$11B +$240M 40 8.04% Increased
61
SC US (TTGP)
SC US (TTGP)
California
$10.9B -$211M 5 67.19% Reduced
62
Citigroup
Citigroup
New York
$10.7B -$3.15B 117 4.78% Reduced
63
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.6B -$1.64B 40 14.44% Reduced
64
H&H International Investment
H&H International Investment
California
$10.5B -$203M 3 71.52% Reduced
65
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5B +$143M 71 8.61% Increased
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$10.4B +$2.32B 18 6.33% Increased
67
DZ Bank
DZ Bank
Germany
$10.4B -$125M 27 9.07% Reduced
68
Swedbank
Swedbank
Sweden
$9.9B +$392M 27 10.04% Increased
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.85B -$1.21B 56 9.8% Reduced
70
Marshall Wace
Marshall Wace
United Kingdom
$9.28B +$430M 71 9.41% Increased
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.09B -$1.6B 114 4.85% Reduced
72
WCM Investment Management
WCM Investment Management
California
$9.02B +$30.7M 11 18.77% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.79B -$331M 89 11.37% Reduced
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.79B -$30.1M 62 2.53% Reduced
75
TD Asset Management
TD Asset Management
Ontario, Canada
$8.64B +$246M 30 7.02% Increased