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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.75B -$183M 38 7.59% Reduced
77
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.61B -$95M 53 10.87% Reduced
78
Bessemer Group
Bessemer Group
New Jersey
$5.54B +$386M 39 11.62% Increased
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.53B -$2.53M 24 11.3% Reduced
80
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.12B -$69.1M 68 10.41% Reduced
81
Allspring Global Investments
Allspring Global Investments
North Carolina
$5.04B -$215M 73 6.35% Reduced
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.85B -$215M 12 9.22% Reduced
83
Polen Capital Management
Polen Capital Management
Florida
$4.85B -$56.4M 10 9.45% Reduced
84
Korea Investment Corp
Korea Investment Corp
South Korea
$4.76B +$480M 31 11.78% Increased
85
SC US (TTGP)
SC US (TTGP)
California
$4.69B +$33.3M 5 30.02% Increased
86
Stifel Financial
Stifel Financial
Missouri
$4.69B -$98.2M 44 6.4% Reduced
87
VOYA Investment Management
VOYA Investment Management
Georgia
$4.63B +$136M 59 9.6% Increased
88
Canada Life
Canada Life
Manitoba, Canada
$4.63B -$85.8M 68 9.64% Reduced
89
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.35B -$51.3M 28 9.5% Reduced
90
Primecap Management
Primecap Management
California
$4.34B -$90.4M 9 3.28% Reduced
91
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.3B -$245M 61 8.91% Reduced
92
LPL Financial
LPL Financial
California
$4.21B +$2.1M 57 3.61% Increased
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.2B +$282M 123 0.73% Increased
94
Swedbank
Swedbank
Sweden
$4.18B -$163M 32 7.75% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$4.18B -$634M 33 7.9% Reduced
96
US Bancorp
US Bancorp
Minnesota
$4.12B -$74.2M 81 6.85% Reduced
97
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.09B -$94.7M 42 9.34% Reduced
98
Brown Advisory
Brown Advisory
Maryland
$4.05B +$43.4M 27 6.03% Increased
99
Jane Street
Jane Street
New York
$4.01B -$2.3B 121 1.3% Reduced
100
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.97B -$1.42B 22 6.75% Reduced