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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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$3.26B -$50.7M 20 7.14% Reduced
77
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.25B -$19.2M 6 16.09% Reduced
78
Renaissance Technologies
Renaissance Technologies
New York
$3.13B +$679M 60 2.76% Increased
79
Lone Pine Capital
Lone Pine Capital
Connecticut
$3.07B +$178M 7 19.06% Increased
80
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.05B +$220M 37 6.17% Increased
81
Fred Alger Management
Fred Alger Management
New York
$2.96B +$23.9M 25 11.38% Increased
82
Citigroup
Citigroup
New York
$2.95B +$85.8M 76 2.38% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.95B -$117M 18 7.47% Reduced
84
Raymond James & Associates
Raymond James & Associates
Florida
$2.9B +$31.4M 49 4.18% Increased
85
Nordea Investment Management
Nordea Investment Management
Sweden
$2.87B -$184M 28 6.4% Reduced
86
Neuberger Berman Group
Neuberger Berman Group
New York
$2.86B -$165M 28 3.42% Reduced
87
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.83B +$97.6M 32 9.65% Increased
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.77B -$62M 41 7.21% Reduced
89
Citadel Advisors
Citadel Advisors
Florida
$2.68B +$1.13B 80 1.23% Increased
90
Federated Hermes
Federated Hermes
Pennsylvania
$2.66B +$159M 45 6.46% Increased
91
VOYA Investment Management
VOYA Investment Management
Georgia
$2.62B -$190M 49 5.61% Reduced
92
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.59B -$25.2M 35 5.6% Reduced
93
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.59B -$59M 12 6.45% Reduced
94
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.49B -$10.2M 30 6.94% Reduced
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.47B -$96M 57 2.42% Reduced
96
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.45B +$96M 16 19.38% Increased
97
Magellan Asset Management
Magellan Asset Management
Australia
$2.43B +$5.4M 3 6.99% Increased
98
First Trust Advisors
First Trust Advisors
Illinois
$2.41B +$117M 45 4.55% Increased
99
Dodge & Cox
Dodge & Cox
California
$2.37B -$18.3M 8 1.91% Reduced
100
William Blair Investment Management
William Blair Investment Management
Illinois
$2.25B -$228M 14 9.42% Reduced