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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.56B -$233M 41 5.68% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.54B +$12.3M 40 5.52% Increased
78
William Blair Investment Management
William Blair Investment Management
Illinois
$2.53B -$35.5M 15 9.07% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$2.52B +$2.52B 18 4.6% New
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.49B -$54.3M 21 6.21% Reduced
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.44B -$188M 15 6.32% Reduced
82
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.37B +$204M 5 69.29% Increased
83
Neuberger Berman Group
Neuberger Berman Group
New York
$2.33B -$105M 19 2.92% Reduced
84
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.32B -$173M 6 12.51% Reduced
85
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.21B +$43.2M 10 5.36% Increased
86
TD Asset Management
TD Asset Management
Ontario, Canada
$2.2B +$62M 27 3.3% Increased
87
Artisan Partners
Artisan Partners
Wisconsin
$2.2B -$126M 9 4.06% Reduced
88
Putnam Investments
Putnam Investments
Massachusetts
$2.19B -$115M 14 5.05% Reduced
89
Vontobel Asset Management
Vontobel Asset Management
New York
$2.18B -$336M 6 15.78% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.17B -$4.52M 37 5.92% Reduced
91
VOYA Investment Management
VOYA Investment Management
Georgia
$2.16B -$245M 38 4.64% Reduced
92
Barclays
Barclays
United Kingdom
$2.14B +$221M 61 2.21% Increased
93
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$2.11B -$291M 14 6.73% Reduced
94
Swedbank
Swedbank
Sweden
$2.08B -$118M 3 12.71% Reduced
95
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.04B -$21.8M 9 8.68% Reduced
96
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$2B +$489M 2 87.49% Increased
97
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.96B -$2.41M 41 2.03% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.95B +$69.3M 20 5.75% Increased
99
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.94B -$30.2M 2 9.46% Reduced
100
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.91B +$46.9M 24 5.41% Increased