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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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.79B +$103M 18 7.2% Increased
77
VOYA Investment Management
VOYA Investment Management
Georgia
$1.77B +$200M 25 4.01% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.77B -$48.9M 31 5.31% Reduced
79
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.67B -$24.8M 35 3.68% Reduced
80
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.66B +$101M 36 1.95% Increased
81
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.64B +$352M 11 5.11% Increased
82
Vontobel Asset Management
Vontobel Asset Management
New York
$1.62B +$163M 6 12.63% Increased
83
Putnam Investments
Putnam Investments
Massachusetts
$1.6B +$395M 13 3.39% Increased
84
Temasek Holdings
Temasek Holdings
Singapore
$1.6B +$1.6B 1 17.01% Increased
85
Teachers Advisors
Teachers Advisors
New York
$1.59B +$87.5M 36 3.2% Increased
86
William Blair & Company
William Blair & Company
Illinois
$1.58B +$153M 22 2.71% Increased
87
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.55B +$118M 16 5.44% Increased
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.54B -$33.3M 31 5.03% Reduced
89
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.47B -$34M 10 4.37% Reduced
90
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.46B +$558K 12 5.89% Increased
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.45B -$86.8M 7 3.59% Reduced
92
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.44B +$137M 22 1.93% Increased
93
Barclays
Barclays
United Kingdom
$1.43B +$452M 45 1.37% Increased
94
Fred Alger Management
Fred Alger Management
New York
$1.41B -$72.5M 13 6.88% Reduced
95
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$1.4B +$6.37M 3 2.08% Increased
96
Prudential plc
Prudential plc
United Kingdom
$1.4B -$147M 7 5.77% Reduced
97
SG Americas Securities
SG Americas Securities
New York
$1.39B +$301M 25 8.21% Increased
98
MTB
Mizuho Trust & Banking
Japan
$1.36B -$107M 9 5.14% Reduced
99
Nordea Investment Management
Nordea Investment Management
Sweden
$1.32B +$36.2M 13 5.3% Increased
100
USAA
United Services Automobile Association
Texas
$1.31B +$18.6M 13 4.73% Increased