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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6B +$23.6M 87 4.96% Increased
77
SC US (TTGP)
SC US (TTGP)
California
$5.99B -$79.4M 5 29.82% Reduced
78
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.92B -$985M 27 7.16% Reduced
79
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.89B -$66.3M 53 10.57% Reduced
80
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.76B +$5.9B 72 6.41% New
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.66B -$34.4M 25 10.97% Reduced
82
H&H International Investment
H&H International Investment
California
$5.65B -$814M 3 69.76% Reduced
83
Bessemer Group
Bessemer Group
New Jersey
$5.56B +$31.6M 38 11.15% Increased
84
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.45B +$228M 64 10.41% Increased
85
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.39B -$30.6M 101 4.47% Reduced
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.17B -$127M 15 9.31% Reduced
87
Polen Capital Management
Polen Capital Management
Florida
$5.06B +$1.09B 12 8.5% Increased
88
Stifel Financial
Stifel Financial
Missouri
$4.96B +$32.1M 53 6.55% Increased
89
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.92B -$897M 47 5.23% Reduced
90
APG Asset Management
APG Asset Management
Netherlands
$4.89B -$764M 33 8.31% Reduced
91
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.85B -$500M 40 6.48% Reduced
92
Brown Advisory
Brown Advisory
Maryland
$4.85B +$186M 34 6.01% Increased
93
Fred Alger Management
Fred Alger Management
New York
$4.77B -$325M 26 11.96% Reduced
94
Millennium Management
Millennium Management
New York
$4.77B +$1.68B 132 2.42% Increased
95
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.77B -$56.1M 53 9.2% Reduced
96
Primecap Management
Primecap Management
California
$4.7B +$43.2M 9 3.26% Increased
97
Canada Life
Canada Life
Manitoba, Canada
$4.68B +$241M 68 9.68% Increased
98
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.68B -$602M 44 9.65% Reduced
99
VOYA Investment Management
VOYA Investment Management
Georgia
$4.66B +$540M 64 8.95% Increased
100
Alkeon Capital Management
Alkeon Capital Management
New York
$4.6B +$433M 17 8.53% Increased