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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$3.62B -$75.4M 55 8.88% Reduced
77
Renaissance Technologies
Renaissance Technologies
New York
$3.58B +$1.74B 116 4.9% Increased
78
Dodge & Cox
Dodge & Cox
California
$3.57B +$474M 10 2.45% Increased
79
Stifel Financial
Stifel Financial
Missouri
$3.32B -$62M 42 4.99% Reduced
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.3B -$1.12B 115 0.84% Reduced
81
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.19B -$42M 17 7.63% Reduced
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.19B +$43.4M 36 8.31% Increased
83
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.17B +$345M 36 9.13% Increased
84
Polen Capital Management
Polen Capital Management
Florida
$3.04B -$201M 9 8.86% Reduced
85
Victory Capital Management
Victory Capital Management
Texas
$3.03B -$54M 57 3.48% Reduced
86
Marshall Wace
Marshall Wace
United Kingdom
$3.02B +$818M 69 6.79% Increased
87
LPL Financial
LPL Financial
California
$3.02B -$11.8M 52 2.58% Reduced
88
Korea Investment Corp
Korea Investment Corp
South Korea
$2.99B -$425M 26 9.4% Reduced
89
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.97B -$282M 16 5.95% Reduced
90
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$2.9B +$141M 79 7.54% Increased
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.88B -$33.7M 61 1.49% Reduced
92
US Bancorp
US Bancorp
Minnesota
$2.86B +$65.2M 81 5.07% Increased
93
Canada Life
Canada Life
Manitoba, Canada
$2.85B -$36.9M 57 7.5% Reduced
94
Allianz Asset Management
Allianz Asset Management
Germany
$2.82B +$53.9M 31 5.48% Increased
95
Primecap Management
Primecap Management
California
$2.79B -$60.8M 9 2.55% Reduced
96
Aberdeen Group
Aberdeen Group
United Kingdom
$2.75B +$98.8M 30 7.49% Increased
97
Swedbank
Swedbank
Sweden
$2.69B +$38.5M 31 5.92% Increased
98
Russell Investments Group
Russell Investments Group
United Kingdom
$2.69B -$85.6M 73 5.54% Reduced
99
NEAM
New England Asset Management
Connecticut
$2.67B -$4.41M 3 49.08% Reduced
100
ProShare Advisors
ProShare Advisors
Maryland
$2.64B -$69.3M 52 9.26% Reduced