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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
76
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.45B -$155M 29 4.72% Reduced
77
Teachers Advisors
Teachers Advisors
New York
$1.42B -$55.7M 32 3.07% Reduced
78
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.41B -$1.48B 10 6.04% Reduced
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.4B -$21.5M 10 4.12% Reduced
80
VOYA Investment Management
VOYA Investment Management
Georgia
$1.38B -$8.72M 24 3.18% Reduced
81
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.38B +$717K 9 4.81% Increased
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.37B +$10.6M 9 3.73% Increased
83
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.35B -$62.2M 32 1.78% Reduced
84
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$1.32B +$10.1M 3 2.05% Increased
85
MTB
Mizuho Trust & Banking
Japan
$1.29B -$6.89M 10 4.83% Reduced
86
Calamos Advisors
Calamos Advisors
Illinois
$1.28B -$26.2M 7 8.16% Reduced
87
APG Asset Management
APG Asset Management
Netherlands
$1.24B +$137M 9 3.23% Increased
88
William Blair & Company
William Blair & Company
Illinois
$1.23B -$113M 23 2.04% Reduced
89
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.19B +$159M 11 2.71% Increased
90
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.18B -$41.2M 16 4.69% Reduced
91
Swedbank
Swedbank
Sweden
$1.14B +$4.88B 1 8.88% New
92
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.1B -$139M 27 5.17% Reduced
93
SG Americas Securities
SG Americas Securities
New York
$1.09B -$169M 18 4.74% Reduced
94
Artisan Partners
Artisan Partners
Wisconsin
$1.09B -$145M 10 1.91% Reduced
95
Renaissance Technologies
Renaissance Technologies
New York
$1.08B +$369M 31 2.6% Increased
96
GC
Greenlight Capital
New York
$1.07B -$215M 1 16.02% Reduced
97
Lazard Asset Management
Lazard Asset Management
New York
$1.06B -$62.9M 9 2.36% Reduced
98
BlackRock Japan
BlackRock Japan
Japan
$1.05B -$23M 14 4.71% Reduced
99
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.05B +$146M 13 2.97% Increased
100
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$1.04B +$9.09M 7 4.92% Increased