← All themes

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
$13.5B +$855M 49 8.74% Increased
52
Principal Financial Group
Principal Financial Group
Iowa
$13.1B -$216M 47 7.01% Reduced
53
Vanguard Asset Management
Vanguard Asset Management
$12.4B +$12.9B 66 10.6% New
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$12.1B -$258M 104 10.34% Reduced
55
Victory Capital Management
Victory Capital Management
Texas
$12.1B -$2.51B 57 7.73% Reduced
56
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$12B -$17.8M 5 9.46% Reduced
57
Citigroup
Citigroup
New York
$11.9B +$2.72B 117 5.07% Increased
58
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11.9B +$997M 36 9.73% Increased
59
LPL Financial
LPL Financial
California
$11.7B +$100M 69 3.1% Increased
60
Nordea Investment Management
Nordea Investment Management
Sweden
$11.4B +$302M 33 10.63% Increased
61
DZ Bank
DZ Bank
Germany
$11.4B -$587M 26 10.09% Reduced
62
Fidelity International
Fidelity International
Bermuda
$11.3B +$305M 35 8.8% Increased
63
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.7B -$909M 35 16.19% Reduced
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.5B -$281M 72 11.14% Reduced
65
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$10.4B +$1.96B 8 7.19% Increased
66
National Bank of Canada
National Bank of Canada
Quebec, Canada
$10.2B +$1.82B 55 9.18% Increased
67
Neuberger Berman Group
Neuberger Berman Group
New York
$10.1B +$98.1M 40 7.69% Increased
68
Sanders Capital
Sanders Capital
Florida
$9.8B +$3.27B 3 11.67% Increased
69
AQR Capital Management
AQR Capital Management
Connecticut
$9.64B +$806M 75 4.41% Increased
70
ClearBridge Investments
ClearBridge Investments
New York
$9.5B -$1.06B 22 8.27% Reduced
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.49B -$2.52B 114 4.61% Reduced
72
H&H International Investment
H&H International Investment
California
$9.36B -$400M 2 46.81% Reduced
73
Swedbank
Swedbank
Sweden
$9.09B +$111M 25 9.56% Increased
74
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.84B -$673M 63 7.61% Reduced
75
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.57B +$976M 58 2.29% Increased