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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.55B +$114M 12 7.06% Increased
77
Viking Global Investors
Viking Global Investors
Connecticut
$2.54B +$958M 3 14.46% Increased
78
Putnam Investments
Putnam Investments
Massachusetts
$2.49B +$27M 16 6.59% Increased
79
Magellan Asset Management
Magellan Asset Management
Australia
$2.49B +$202M 2 9.15% Increased
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.48B -$117M 18 7.03% Reduced
81
Citigroup
Citigroup
New York
$2.47B +$896M 67 2.51% Increased
82
Neuberger Berman Group
Neuberger Berman Group
New York
$2.43B +$69.2M 24 3.39% Increased
83
VOYA Investment Management
VOYA Investment Management
Georgia
$2.41B -$158M 41 5.95% Reduced
84
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.41B +$138M 7 13.46% Increased
85
Dodge & Cox
Dodge & Cox
California
$2.37B +$552M 8 2.17% Increased
86
Fred Alger Management
Fred Alger Management
New York
$2.35B -$434M 16 10.82% Reduced
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.28B -$15.5M 37 6.82% Reduced
88
Raymond James & Associates
Raymond James & Associates
Florida
$2.23B +$124M 48 3.88% Increased
89
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.2B -$30.6M 49 2.45% Reduced
90
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.14B -$300M 4 14.5% Reduced
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.12B +$69M 29 8.83% Increased
92
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.11B -$1.62M 29 5.28% Reduced
93
Russell Investments Group
Russell Investments Group
United Kingdom
$1.98B +$9.69M 52 4.43% Increased
94
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$1.97B +$207M 2 92.42% Increased
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.95B -$46.2M 23 6.37% Reduced
96
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.92B +$48M 16 19.6% Increased
97
Coatue Management
Coatue Management
New York
$1.89B +$579M 10 22.39% Increased
98
Federated Hermes
Federated Hermes
Pennsylvania
$1.85B +$84.8M 44 5.03% Increased
99
TD Asset Management
TD Asset Management
Ontario, Canada
$1.84B -$125M 31 3.19% Reduced
100
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.8B -$30M 19 7.7% Reduced