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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
$2.43B -$53M 19 6.2% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.41B -$5.71M 40 5.51% Reduced
78
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.37B -$299M 5 12.61% Reduced
79
VOYA Investment Management
VOYA Investment Management
Georgia
$2.29B -$214M 39 5.13% Reduced
80
Neuberger Berman Group
Neuberger Berman Group
New York
$2.28B -$324M 20 2.93% Reduced
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.28B -$181M 15 7.47% Reduced
82
William Blair Investment Management
William Blair Investment Management
Illinois
$2.27B -$157M 11 8.27% Reduced
83
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.24B +$1.41B 38 0.98% Increased
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.17B +$69.4M 45 3.6% Increased
85
Putnam Investments
Putnam Investments
Massachusetts
$2.15B -$46.3M 13 5.03% Reduced
86
Vontobel Asset Management
Vontobel Asset Management
New York
$2.13B +$124M 6 16.45% Increased
87
Artisan Partners
Artisan Partners
Wisconsin
$2.1B -$16.2M 8 3.95% Reduced
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.08B -$46.3M 37 5.86% Reduced
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.07B -$137M 9 5.07% Reduced
90
Swedbank
Swedbank
Sweden
$2.05B +$18.6M 3 13.76% Increased
91
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.04B -$337M 52 6.17% Reduced
92
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.04B -$113M 9 8.93% Reduced
93
TD Asset Management
TD Asset Management
Ontario, Canada
$2.02B +$31.3M 28 3.18% Increased
94
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.98B -$16.1M 3 12.45% Reduced
95
Boston Partners
Boston Partners
Massachusetts
$1.9B -$369M 12 2.42% Reduced
96
USAA
United Services Automobile Association
Texas
$1.89B -$78.4M 21 5.74% Reduced
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.84B +$44.8M 41 1.98% Increased
98
Credit Agricole
Credit Agricole
France
$1.81B -$185M 26 5.93% Reduced
99
Barclays
Barclays
United Kingdom
$1.8B +$33.1M 58 1.93% Increased
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.8B +$292M 22 5.8% Increased