← 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
76
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.54B +$60.5M 54 2.25% Increased
77
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.11B -$601M 60 7.11% Reduced
78
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$8.78B -$19.4M 50 8.79% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$8.76B +$145M 30 12.3% Increased
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.68B -$245M 80 10.95% Reduced
81
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.41B +$921M 70 9.99% Increased
82
Allianz Asset Management
Allianz Asset Management
Germany
$8.38B +$1.23B 34 6.8% Increased
83
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.16B +$77.9M 37 10.02% Increased
84
SC US (TTGP)
SC US (TTGP)
California
$7.96B $0 5 24.98% Maintained
85
Marshall Wace
Marshall Wace
United Kingdom
$7.96B +$646M 72 6.28% Increased
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.9B -$24.4M 85 3.91% Reduced
87
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$7.84B +$2.99B 27 9.07% Increased
88
Mariner
Mariner
Kansas
$7.75B +$29.1M 58 8.14% Increased
89
Citadel Advisors
Citadel Advisors
Florida
$7.7B +$2.13B 126 0.88% Increased
90
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.63B -$4.45B 8 5% Reduced
91
TD Asset Management
TD Asset Management
Ontario, Canada
$7.47B -$1.36B 26 6.47% Reduced
92
VOYA Investment Management
VOYA Investment Management
Georgia
$7.38B -$865M 55 6.39% Reduced
93
Dodge & Cox
Dodge & Cox
California
$7.22B +$423M 14 3.78% Increased
94
Aviva
Aviva
United Kingdom
$7.21B +$34.6M 32 10.61% Increased
95
Quantinno Capital Management
Quantinno Capital Management
New York
$7.14B +$1.27B 66 8.57% Increased
96
Bessemer Group
Bessemer Group
New Jersey
$6.91B -$7.4M 44 9.49% Reduced
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.84B -$365M 19 9.59% Reduced
98
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$6.84B -$638M 30 8.31% Reduced
99
Stifel Financial
Stifel Financial
Missouri
$6.8B +$44.8M 47 5.66% Increased
100
Jane Street
Jane Street
New York
$6.78B +$4.21B 102 0.56% Increased