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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.92B $0 4 3.94% Maintained
77
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.89B -$57.2M 22 7.05% Reduced
78
Magellan Asset Management
Magellan Asset Management
Australia
$2.8B -$1.53B 2 10.35% Reduced
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.8B -$86.4M 16 6.99% Reduced
80
Neuberger Berman Group
Neuberger Berman Group
New York
$2.8B -$39.8M 22 3.2% Reduced
81
Aberdeen Group
Aberdeen Group
United Kingdom
$2.75B -$204M 18 5.45% Reduced
82
Russell Investments Group
Russell Investments Group
United Kingdom
$2.71B +$664M 52 4.59% Increased
83
William Blair Investment Management
William Blair Investment Management
Illinois
$2.62B +$84.4M 15 9.99% Increased
84
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.56B -$303M 4 12.95% Reduced
85
Lazard Asset Management
Lazard Asset Management
New York
$2.46B -$987M 20 4.2% Reduced
86
Swedbank
Swedbank
Sweden
$2.45B -$147M 4 12.75% Reduced
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.45B -$64.4M 37 6.71% Reduced
88
Carmignac Gestion
Carmignac Gestion
France
$2.43B -$258M 9 17.04% Reduced
89
Vontobel Asset Management
Vontobel Asset Management
New York
$2.42B +$25.4M 6 17.39% Increased
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.4B -$15.6M 10 5.57% Reduced
91
Putnam Investments
Putnam Investments
Massachusetts
$2.38B -$133M 14 5.54% Reduced
92
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.37B +$12.6M 23 5.86% Increased
93
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$2.34B +$61.6M 2 84.35% Increased
94
VOYA Investment Management
VOYA Investment Management
Georgia
$2.33B -$172M 39 4.97% Reduced
95
TD Asset Management
TD Asset Management
Ontario, Canada
$2.28B -$151M 29 3.49% Reduced
96
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.25B +$127M 47 2.22% Increased
97
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.19B -$122M 19 6.33% Reduced
98
Raymond James & Associates
Raymond James & Associates
Florida
$2.05B +$53.9M 47 3.68% Increased
99
USAA
United Services Automobile Association
Texas
$1.99B -$144M 32 5.36% Reduced
100
First Trust Advisors
First Trust Advisors
Illinois
$1.98B +$180M 33 4.55% Increased