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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
Raymond James & Associates
Raymond James & Associates
Florida
$6.41B +$183M 73 5.83% Increased
77
Artisan Partners
Artisan Partners
Wisconsin
$6.36B +$1.22B 19 7.59% Increased
78
Nordea Investment Management
Nordea Investment Management
Sweden
$6.34B +$91.8M 36 8.48% Increased
79
Primecap Management
Primecap Management
California
$6.17B +$72.3M 8 4.15% Increased
80
Coatue Management
Coatue Management
New York
$6.17B +$563M 10 23.89% Increased
81
WCM Investment Management
WCM Investment Management
California
$5.84B -$42.2M 6 14.84% Reduced
82
National Pension Service
National Pension Service
South Korea
$5.7B +$72.1M 14 10.82% Increased
83
H&H International Investment
H&H International Investment
California
$5.67B +$796M 3 71.63% Increased
84
SM
SB Management
United Arab Emirates
$5.65B -$1.21B 1 66.47% Reduced
85
APG Asset Management
APG Asset Management
Netherlands
$5.64B -$499M 37 9.59% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.46B -$360M 45 11.54% Reduced
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.42B -$162M 52 10.24% Reduced
88
Bessemer Group
Bessemer Group
New Jersey
$5.34B +$20M 32 11.58% Increased
89
Maverick Capital
Maverick Capital
Texas
$5.29B +$153M 27 49.69% Increased
90
AQR Capital Management
AQR Capital Management
Connecticut
$5.24B -$758M 53 9.07% Reduced
91
Millennium Management
Millennium Management
New York
$5.23B -$1.36B 114 3.21% Reduced
92
ARK Investment Management
ARK Investment Management
Florida
$5.21B -$266M 13 9.7% Reduced
93
DZ Bank
DZ Bank
Germany
$5.14B -$445M 25 8.07% Reduced
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.1B -$49.2M 79 4.62% Reduced
95
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.1B -$1.67B 49 6.26% Reduced
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.09B -$232M 25 10.63% Reduced
97
Jane Street
Jane Street
New York
$5.08B -$241M 104 1.99% Reduced
98
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.06B -$1.16B 21 9.33% Reduced
99
ProShare Advisors
ProShare Advisors
Maryland
$4.9B -$324M 57 14.34% Reduced
100
Alkeon Capital Management
Alkeon Capital Management
New York
$4.77B +$300M 17 7.04% Increased