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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
VOYA Investment Management
VOYA Investment Management
Georgia
$1.96B -$24.2M 34 4.81% Reduced
77
Neuberger Berman Group
Neuberger Berman Group
New York
$1.92B -$40.8M 20 2.64% Reduced
78
Winslow Capital Management
Winslow Capital Management
Minnesota
$1.91B -$86M 3 7.81% Reduced
79
Lazard Asset Management
Lazard Asset Management
New York
$1.91B -$298M 15 4.02% Reduced
80
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.9B -$221M 9 8.37% Reduced
81
Nordea Investment Management
Nordea Investment Management
Sweden
$1.85B +$530M 17 5.18% Increased
82
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.85B +$122M 11 5.4% Increased
83
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.85B +$272M 18 7.49% Increased
84
MTB
Mizuho Trust & Banking
Japan
$1.83B +$71.6M 16 5.6% Increased
85
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.82B -$144M 13 3.84% Reduced
86
Fred Alger Management
Fred Alger Management
New York
$1.78B +$135M 11 9.4% Increased
87
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$1.77B +$75.9M 4 75.99% Increased
88
Putnam Investments
Putnam Investments
Massachusetts
$1.76B -$11.5M 16 4.29% Reduced
89
JSP
Jackson Square Partners
California
$1.73B +$14.7M 6 7.26% Increased
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.64B +$45.3M 37 4.87% Increased
91
Emerald Acquisition
Emerald Acquisition
Washington
$1.63B +$1.56B 44 2.81% New
92
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.62B +$61.8M 8 4.41% Increased
93
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.6B +$223M 32 5.08% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.59B +$280M 9 5.78% Increased
95
BlackRock Japan
BlackRock Japan
Japan
$1.58B +$95.9M 25 5.66% Increased
96
LPU
Lansdowne Partners (UK)
United Kingdom
$1.5B -$548M 3 14.03% Reduced
97
Capital International Investors
Capital International Investors
California
$1.47B +$23.1M 7 2.15% Increased
98
Barclays
Barclays
United Kingdom
$1.42B +$476M 49 1.85% Increased
99
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.36B -$76.1M 49 1.59% Reduced
100
Carmignac Gestion
Carmignac Gestion
France
$1.36B -$100M 2 11.61% Reduced