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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.83B -$166M 42 13.14% Reduced
77
Raymond James & Associates
Raymond James & Associates
Florida
$5.52B -$210M 56 6.9% Reduced
78
Fred Alger Management
Fred Alger Management
New York
$5.44B -$88.6M 26 15.8% Reduced
79
Aberdeen Group
Aberdeen Group
United Kingdom
$5.38B -$237M 32 14.35% Reduced
80
Neuberger Berman Group
Neuberger Berman Group
New York
$5.29B -$619M 35 6.27% Reduced
81
TD Asset Management
TD Asset Management
Ontario, Canada
$5.2B +$143M 28 7.21% Increased
82
VOYA Investment Management
VOYA Investment Management
Georgia
$5.15B +$444M 55 11.39% Increased
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.11B -$37.5M 46 11.62% Reduced
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.1B -$223M 25 12.33% Reduced
85
Nordea Investment Management
Nordea Investment Management
Sweden
$5B -$5.74B 29 9.37% Reduced
86
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.95B +$448M 70 7.08% Increased
87
Bessemer Group
Bessemer Group
New Jersey
$4.82B +$214M 28 14.24% Increased
88
DZ Bank
DZ Bank
Germany
$4.77B -$834M 21 11.44% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.69B -$146M 34 11.86% Reduced
90
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.67B -$279M 11 11.2% Reduced
91
Magellan Asset Management
Magellan Asset Management
Australia
$4.64B -$47.8M 4 11.84% Reduced
92
WCM Investment Management
WCM Investment Management
California
$4.62B -$1.31B 6 16.22% Reduced
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.61B -$135M 67 5.68% Reduced
94
National Pension Service
National Pension Service
South Korea
$4.57B $0 11 12% Maintained
95
HA
HHLR Advisors
Cayman Islands
$4.43B +$750M 14 33.55% Increased
96
Renaissance Technologies
Renaissance Technologies
New York
$4.39B -$1.77B 78 4.38% Reduced
97
Temasek Holdings
Temasek Holdings
Singapore
$4.35B +$195M 6 22.09% Increased
98
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.34B +$159M 5 19.34% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.33B -$60.3M 15 10.84% Reduced
100
Canada Life
Canada Life
Manitoba, Canada
$4.3B -$50.7M 62 9.33% Reduced