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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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.4B +$1.14B 50 1.12% Increased
77
VOYA Investment Management
VOYA Investment Management
Georgia
$3.37B +$137M 44 6.94% Increased
78
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.22B +$55.2M 13 7.18% Increased
79
Putnam Investments
Putnam Investments
Massachusetts
$3.21B -$247M 17 6.93% Reduced
80
Magellan Asset Management
Magellan Asset Management
Australia
$3.17B -$23.7M 2 10.37% Reduced
81
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.08B -$50.4M 38 7.82% Reduced
82
Neuberger Berman Group
Neuberger Berman Group
New York
$3.06B -$15.6M 24 3.46% Reduced
83
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.02B -$11.4M 52 2.86% Reduced
84
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.96B +$317M 4 15.25% Increased
85
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.96B -$20.7M 7 12.73% Reduced
86
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.86B -$806M 30 5.28% Reduced
87
Raymond James & Associates
Raymond James & Associates
Florida
$2.76B +$103M 49 4.27% Increased
88
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.76B -$3.18B 29 9.79% Reduced
89
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.75B +$559M 60 4.06% Increased
90
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.71B +$83.7M 26 5.74% Increased
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.67B -$85.6M 22 7.39% Reduced
92
Lazard Asset Management
Lazard Asset Management
New York
$2.59B +$104M 20 4.19% Increased
93
TD Asset Management
TD Asset Management
Ontario, Canada
$2.57B -$3.71M 35 3.8% Reduced
94
Russell Investments Group
Russell Investments Group
United Kingdom
$2.56B +$103M 56 4.85% Increased
95
William Blair Investment Management
William Blair Investment Management
Illinois
$2.55B -$147M 12 8.84% Reduced
96
First Trust Advisors
First Trust Advisors
Illinois
$2.53B -$21.7M 40 4.71% Reduced
97
Swedbank
Swedbank
Sweden
$2.49B -$222M 4 11.14% Reduced
98
USAA
United Services Automobile Association
Texas
$2.45B +$13.1M 35 6.13% Increased
99
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.43B +$325M 15 21.09% Increased
100
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.43B -$68.8M 3 8.35% Reduced