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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
$3.34B +$5.11M 18 7.16% Increased
77
Fred Alger Management
Fred Alger Management
New York
$3.32B +$440M 23 13.04% Increased
78
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.14B -$142M 6 15.79% Reduced
79
Neuberger Berman Group
Neuberger Berman Group
New York
$3.06B +$104M 26 3.74% Increased
80
Raymond James & Associates
Raymond James & Associates
Florida
$3.04B +$12.6M 49 4.23% Increased
81
Aberdeen Group
Aberdeen Group
United Kingdom
$3.03B -$379M 26 7.55% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.01B -$44.4M 20 7.6% Reduced
83
Renaissance Technologies
Renaissance Technologies
New York
$2.96B -$174M 62 2.5% Reduced
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$2.95B +$142M 38 7.55% Increased
85
Nordea Investment Management
Nordea Investment Management
Sweden
$2.88B -$56.7M 30 6.28% Reduced
86
Federated Hermes
Federated Hermes
Pennsylvania
$2.84B +$188M 44 6.99% Increased
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$2.82B -$41.2M 39 7.39% Reduced
88
Victory Capital Management
Victory Capital Management
Texas
$2.74B +$2.16B 70 3.53% Increased
89
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.7B +$1.01B 5 14.73% Increased
90
VOYA Investment Management
VOYA Investment Management
Georgia
$2.68B +$29.3M 51 5.87% Increased
91
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.6B +$237M 15 19.9% Increased
92
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.6B -$48.8M 59 2.59% Reduced
93
Alphabet Inc
Alphabet Inc
California
$2.56B $0 3 76.85% Maintained
94
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.46B -$204M 11 6.04% Reduced
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.45B -$88.6M 28 6.77% Reduced
96
National Pension Service
National Pension Service
South Korea
$2.43B +$114M 10 7.7% Increased
97
HA
HHLR Advisors
Cayman Islands
$2.41B +$1.25B 12 33.14% Increased
98
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$2.4B -$212M 33 5.04% Reduced
99
DZ Bank
DZ Bank
Germany
$2.39B +$261M 15 7.12% Increased
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.36B +$903M 6 9.2% Increased