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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.41B -$69.5M 18 6.13% Reduced
77
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.4B +$6.45M 4 3.37% Increased
78
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.37B -$139M 11 7.99% Reduced
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.34B +$22.7M 38 5.47% Increased
80
Boston Partners
Boston Partners
Massachusetts
$2.2B +$10.6M 13 2.8% Increased
81
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.19B +$1.07B 52 5.79% Increased
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.08B +$133M 9 5.24% Increased
83
Putnam Investments
Putnam Investments
Massachusetts
$2.06B -$165M 15 4.85% Reduced
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.06B -$9.48M 35 5.95% Reduced
85
William Blair Investment Management
William Blair Investment Management
Illinois
$2.03B +$391M 10 7.66% Increased
86
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.01B -$125M 43 3.53% Reduced
87
Viking Global Investors
Viking Global Investors
Connecticut
$2B -$663M 2 8.84% Reduced
88
Davis Selected Advisers
Davis Selected Advisers
Arizona
$1.93B -$109M 9 8.34% Reduced
89
Swedbank
Swedbank
Sweden
$1.92B +$16.5M 3 13.61% Increased
90
TD Asset Management
TD Asset Management
Ontario, Canada
$1.92B +$84M 28 3.07% Increased
91
Coatue Management
Coatue Management
New York
$1.9B +$254M 5 18.26% Increased
92
Credit Agricole
Credit Agricole
France
$1.84B -$166M 27 5.62% Reduced
93
Capital International Investors
Capital International Investors
California
$1.83B +$80.7M 4 2.49% Increased
94
USAA
United Services Automobile Association
Texas
$1.81B +$16.9M 21 5.72% Increased
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.76B -$28.6M 41 1.95% Reduced
96
Artisan Partners
Artisan Partners
Wisconsin
$1.76B -$30M 7 3.43% Reduced
97
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$1.71B +$109M 4 66.45% Increased
98
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.68B +$577M 3 11.51% Increased
99
Barclays
Barclays
United Kingdom
$1.68B +$117M 58 1.82% Increased
100
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.64B +$314M 6 5.41% Increased