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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
Prudential Financial
Prudential Financial
New Jersey
$6.14B +$182M 49 9.18% Increased
77
Neuberger Berman Group
Neuberger Berman Group
New York
$5.92B +$386M 42 5.66% Increased
78
TD Asset Management
TD Asset Management
Ontario, Canada
$5.78B +$290M 39 6.47% Increased
79
Primecap Management
Primecap Management
California
$5.77B +$573M 8 4.03% Increased
80
APG Asset Management
APG Asset Management
Netherlands
$5.7B -$1.82B 37 9.73% Reduced
81
Nordea Investment Management
Nordea Investment Management
Sweden
$5.67B +$31.2M 35 8.23% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$5.66B +$29.2M 67 5.72% Increased
83
AQR Capital Management
AQR Capital Management
Connecticut
$5.62B -$90M 54 9.19% Reduced
84
Maverick Capital
Maverick Capital
Texas
$5.62B +$5.27B 31 51.79% Increased
85
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.48B +$1.33B 25 10.74% Increased
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.47B -$589M 45 12.05% Reduced
87
Jane Street
Jane Street
New York
$5.19B +$1.33B 89 2.58% Increased
88
DZ Bank
DZ Bank
Germany
$5.08B +$541M 23 9.35% Increased
89
ARK Investment Management
ARK Investment Management
Florida
$5.06B +$2.01B 13 10.06% Increased
90
National Pension Service
National Pension Service
South Korea
$5.06B +$209M 14 10.59% Increased
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.04B -$228M 51 10.03% Reduced
92
WCM Investment Management
WCM Investment Management
California
$5.02B -$1.09B 5 13.75% Reduced
93
Aberdeen Group
Aberdeen Group
United Kingdom
$4.93B -$132M 35 11.2% Reduced
94
Natixis
Natixis
France
$4.9B +$2.2B 30 16.04% Increased
95
Coatue Management
Coatue Management
New York
$4.85B -$1.01B 9 26.59% Reduced
96
Artisan Partners
Artisan Partners
Wisconsin
$4.82B +$360M 17 6.09% Increased
97
Temasek Holdings
Temasek Holdings
Singapore
$4.81B -$109M 9 18.83% Reduced
98
ProShare Advisors
ProShare Advisors
Maryland
$4.8B +$725M 53 15.1% Increased
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.78B -$296M 26 10.3% Reduced
100
Bessemer Group
Bessemer Group
New Jersey
$4.78B -$246M 32 11.46% Reduced