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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
Primecap Management
Primecap Management
California
$4.75B -$113M 7 4.07% Reduced
77
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.71B +$1.12B 55 8.66% Increased
78
Citadel Advisors
Citadel Advisors
Florida
$4.68B +$1.3B 85 1.67% Increased
79
Raymond James & Associates
Raymond James & Associates
Florida
$4.65B +$60.9M 52 6.23% Increased
80
Aberdeen Group
Aberdeen Group
United Kingdom
$4.62B -$176M 27 12.5% Reduced
81
DZ Bank
DZ Bank
Germany
$4.6B -$5.65M 21 12.38% Reduced
82
Fred Alger Management
Fred Alger Management
New York
$4.57B +$17M 24 15.06% Increased
83
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.39B -$34M 22 11.02% Reduced
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.23B +$34.9M 46 10.45% Increased
85
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$4.22B +$114M 5 76.14% Increased
86
TD Asset Management
TD Asset Management
Ontario, Canada
$4.15B +$187M 26 5.91% Increased
87
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.08B -$185M 11 10.55% Reduced
88
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.03B -$326M 27 10.95% Reduced
89
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.93B +$329M 7 13.93% Increased
90
Sanders Capital
Sanders Capital
Florida
$3.92B +$82.4M 2 14.65% Increased
91
Federated Hermes
Federated Hermes
Pennsylvania
$3.89B -$45.2M 48 9.62% Reduced
92
VOYA Investment Management
VOYA Investment Management
Georgia
$3.88B -$81.9M 50 9.01% Reduced
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$3.82B +$10.5M 59 5.08% Increased
94
National Pension Service
National Pension Service
South Korea
$3.76B -$18.7M 11 10.75% Reduced
95
Swedbank
Swedbank
Sweden
$3.74B +$186M 5 13.63% Increased
96
Bessemer Group
Bessemer Group
New Jersey
$3.7B +$275M 29 11.68% Increased
97
Alkeon Capital Management
Alkeon Capital Management
New York
$3.7B +$104M 10 9.35% Increased
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.62B +$828M 70 6.39% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.58B -$12.3M 13 9.18% Reduced
100
Canada Life
Canada Life
Manitoba, Canada
$3.55B +$144M 61 8.16% Increased