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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14B +$1.03B 57 9.39% Increased
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$13.3B -$392M 104 10.74% Reduced
53
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$13.2B +$4.08B 115 5.97% Increased
54
Fidelity International
Fidelity International
Bermuda
$12.8B -$781M 33 9.57% Reduced
55
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.8B +$1.96B 39 17.58% Increased
56
DZ Bank
DZ Bank
Germany
$12.7B +$1.76B 26 10.95% Increased
57
LPL Financial
LPL Financial
California
$12.5B +$436M 70 3.4% Increased
58
Nordea Investment Management
Nordea Investment Management
Sweden
$12.4B +$424M 33 10.63% Increased
59
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.3B +$1.09B 35 9.36% Increased
60
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$12.1B -$202M 5 9.53% Reduced
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.7B -$202M 81 11.66% Reduced
62
ClearBridge Investments
ClearBridge Investments
New York
$11.5B -$1.02B 24 9.23% Reduced
63
Neuberger Berman Group
Neuberger Berman Group
New York
$11B -$290M 41 8.18% Reduced
64
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6B -$328M 71 8.7% Reduced
65
H&H International Investment
H&H International Investment
California
$10.5B -$331M 3 59.93% Reduced
66
Citigroup
Citigroup
New York
$10.2B -$548M 116 4.52% Reduced
67
Marshall Wace
Marshall Wace
United Kingdom
$9.85B +$734M 74 8.97% Increased
68
Swedbank
Swedbank
Sweden
$9.71B -$639M 26 9.39% Reduced
69
AQR Capital Management
AQR Capital Management
Connecticut
$9.64B +$1.13B 71 5.06% Increased
70
SC US (TTGP)
SC US (TTGP)
California
$9.61B +$118M 5 68.61% Increased
71
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$9.5B -$1.42B 22 6% Reduced
72
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.5B -$786M 51 8.64% Reduced
73
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$9.42B +$5.1B 53 10.8% Increased
74
TD Asset Management
TD Asset Management
Ontario, Canada
$9.2B +$189M 32 7.4% Increased
75
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$8.89B -$58.2M 3 88.97% Reduced