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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
Putnam Investments
Putnam Investments
Massachusetts
$3.01B +$362M 14 6.86% Increased
77
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.01B $0 4 4.03% Maintained
78
Neuberger Berman Group
Neuberger Berman Group
New York
$2.85B -$104M 25 3.14% Reduced
79
Magellan Asset Management
Magellan Asset Management
Australia
$2.84B -$55.6M 2 9.95% Reduced
80
William Blair Investment Management
William Blair Investment Management
Illinois
$2.78B -$779K 14 10.36% Reduced
81
VOYA Investment Management
VOYA Investment Management
Georgia
$2.75B +$176M 43 5.86% Increased
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.68B -$34.8M 12 6.15% Reduced
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.66B -$43.5M 37 7.11% Reduced
84
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.62B +$8.59M 4 13.84% Increased
85
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.57B +$75.9M 24 6.14% Increased
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.56B +$89M 51 2.52% Increased
87
Nordea Investment Management
Nordea Investment Management
Sweden
$2.52B -$836M 20 6.05% Reduced
88
Renaissance Technologies
Renaissance Technologies
New York
$2.5B +$255M 46 2.73% Increased
89
Lazard Asset Management
Lazard Asset Management
New York
$2.42B -$77.7M 19 4.2% Reduced
90
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$2.41B +$15.3M 2 93.81% Increased
91
Swedbank
Swedbank
Sweden
$2.39B -$289M 4 11.82% Reduced
92
Coatue Management
Coatue Management
New York
$2.39B -$1.12B 13 20.07% Reduced
93
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.37B -$51.7M 21 6.82% Reduced
94
Citigroup
Citigroup
New York
$2.34B +$243M 64 2.15% Increased
95
Raymond James & Associates
Raymond James & Associates
Florida
$2.34B +$116M 48 3.93% Increased
96
First Trust Advisors
First Trust Advisors
Illinois
$2.3B +$157M 40 4.78% Increased
97
Vontobel Asset Management
Vontobel Asset Management
New York
$2.27B -$319M 7 16.84% Reduced
98
Russell Investments Group
Russell Investments Group
United Kingdom
$2.27B -$640M 55 4.73% Reduced
99
TD Asset Management
TD Asset Management
Ontario, Canada
$2.24B -$245M 33 3.42% Reduced
100
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.16B -$34.5M 3 7.85% Reduced