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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
$1.5B -$88.9M 31 4.78% Reduced
77
VOYA Investment Management
VOYA Investment Management
Georgia
$1.5B -$86.2M 25 3.43% Reduced
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.47B -$44.5M 32 1.88% Reduced
79
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.46B -$46.5M 8 3.77% Reduced
80
William Blair & Company
William Blair & Company
Illinois
$1.44B +$151M 23 2.35% Increased
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.44B +$40.8M 10 5.82% Increased
82
Teachers Advisors
Teachers Advisors
New York
$1.43B -$107M 35 2.92% Reduced
83
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.42B -$110M 9 4.2% Reduced
84
Fred Alger Management
Fred Alger Management
New York
$1.41B -$242M 12 6.94% Reduced
85
MTB
Mizuho Trust & Banking
Japan
$1.4B -$11.7M 10 5.02% Reduced
86
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$1.37B +$63.7M 3 2.04% Increased
87
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.36B -$2.09M 15 4.7% Reduced
88
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.33B +$409M 9 3.95% Increased
89
Lazard Asset Management
Lazard Asset Management
New York
$1.29B +$91.4M 9 2.69% Increased
90
Renaissance Technologies
Renaissance Technologies
New York
$1.26B +$78.4M 32 2.93% Increased
91
Artisan Partners
Artisan Partners
Wisconsin
$1.25B +$73.3M 11 2.16% Increased
92
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.25B +$121M 20 1.55% Increased
93
Citadel Advisors
Citadel Advisors
Florida
$1.23B +$510M 40 1.41% Increased
94
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.22B -$38.1M 15 2.77% Reduced
95
Nordea Investment Management
Nordea Investment Management
Sweden
$1.21B +$206M 12 5.06% Increased
96
Calamos Advisors
Calamos Advisors
Illinois
$1.2B -$197M 8 7.58% Reduced
97
Fidelity International
Fidelity International
Bermuda
$1.19B +$193M 15 4.45% Increased
98
Coatue Management
Coatue Management
New York
$1.17B +$676M 5 14.6% Increased
99
Swiss National Bank
Swiss National Bank
Switzerland
$1.15B +$29.6M 31 4.23% Increased
100
Putnam Investments
Putnam Investments
Massachusetts
$1.14B -$23.6M 13 2.45% Reduced