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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.24B +$69.2M 12 6.45% Increased
77
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.19B -$86.5M 18 5.82% Reduced
78
Neuberger Berman Group
Neuberger Berman Group
New York
$2.19B -$71.2M 21 2.97% Reduced
79
VOYA Investment Management
VOYA Investment Management
Georgia
$2.18B -$70.5M 35 4.14% Reduced
80
Nordea Investment Management
Nordea Investment Management
Sweden
$2.16B -$90.3M 17 5.61% Reduced
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.16B -$481M 33 1.04% Reduced
82
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.14B $0 3 3.18% Maintained
83
MTB
Mizuho Trust & Banking
Japan
$2.14B +$26M 16 6.32% Increased
84
Lazard Asset Management
Lazard Asset Management
New York
$2.13B -$200M 16 4.23% Reduced
85
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.06B -$365M 50 2.25% Reduced
86
Putnam Investments
Putnam Investments
Massachusetts
$2.02B -$42.6M 17 4.85% Reduced
87
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.99B -$194M 8 8.66% Reduced
88
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.96B +$109M 10 7.05% Increased
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.96B +$74.7M 38 5.39% Increased
90
Vontobel Asset Management
Vontobel Asset Management
New York
$1.95B +$307M 7 15.32% Increased
91
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.94B -$295M 19 7.08% Reduced
92
BlackRock Japan
BlackRock Japan
Japan
$1.88B +$50.9M 25 6.43% Increased
93
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.83B -$10.5M 10 5.05% Reduced
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.8B -$23.2M 34 5.6% Reduced
95
Credit Agricole
Credit Agricole
France
$1.74B +$243M 22 5.67% Increased
96
JSP
Jackson Square Partners
California
$1.72B -$2.05M 6 7.73% Reduced
97
Emerald Acquisition
Emerald Acquisition
Washington
$1.69B -$140M 44 3.27% Reduced
98
Coatue Management
Coatue Management
New York
$1.68B +$744M 6 20.57% Increased
99
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$1.67B -$142M 4 73.25% Reduced
100
Boston Partners
Boston Partners
Massachusetts
$1.66B +$33.7M 10 2.32% Increased