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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
$3.9B +$9.91M 22 7.63% Increased
77
Aberdeen Group
Aberdeen Group
United Kingdom
$3.66B +$209M 27 8.84% Increased
78
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.61B -$384M 10 8.96% Reduced
79
Raymond James & Associates
Raymond James & Associates
Florida
$3.59B +$73.6M 44 4.56% Increased
80
Neuberger Berman Group
Neuberger Berman Group
New York
$3.55B -$62.1M 25 4.15% Reduced
81
Fred Alger Management
Fred Alger Management
New York
$3.53B -$325M 20 12.99% Reduced
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$3.51B -$9.69M 21 8.16% Reduced
83
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.5B +$172M 26 5.88% Increased
84
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.49B +$1.8M 39 8.33% Increased
85
Nordea Investment Management
Nordea Investment Management
Sweden
$3.45B +$91.9M 30 6.89% Increased
86
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.42B -$120M 6 16.35% Reduced
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.28B -$19.3M 39 8% Reduced
88
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$3.2B +$2.94B 32 8.47% New
89
Federated Hermes
Federated Hermes
Pennsylvania
$3.15B +$27.3M 43 7.02% Increased
90
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$3.14B +$108M 5 56.09% Increased
91
Sanders Capital
Sanders Capital
Florida
$3.04B +$573M 2 10.76% Increased
92
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.03B -$102M 56 2.98% Reduced
93
Victory Capital Management
Victory Capital Management
Texas
$2.96B -$206M 47 3.59% Reduced
94
DZ Bank
DZ Bank
Germany
$2.93B -$12.3M 15 7.68% Reduced
95
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.93B -$178M 4 15.21% Reduced
96
National Pension Service
National Pension Service
South Korea
$2.89B +$33.2M 10 7.93% Increased
97
VOYA Investment Management
VOYA Investment Management
Georgia
$2.88B -$232M 51 5.96% Reduced
98
Swedbank
Swedbank
Sweden
$2.82B +$90.9M 4 11.43% Increased
99
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.82B -$52.9M 33 7.05% Reduced
100
Citadel Advisors
Citadel Advisors
Florida
$2.78B +$862M 74 1.21% Increased