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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.39B -$195M 94 4.7% Reduced
77
Macquarie Group
Macquarie Group
Australia
$4.28B -$261M 46 5.08% Reduced
78
Marshall Wace
Marshall Wace
United Kingdom
$4.17B +$530M 69 8.86% Increased
79
Dodge & Cox
Dodge & Cox
California
$4.01B +$107M 13 2.74% Increased
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.95B -$20.3M 131 0.84% Reduced
81
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.94B +$27M 13 8.83% Increased
82
LPL Financial
LPL Financial
California
$3.9B +$161M 52 3.04% Increased
83
Stifel Financial
Stifel Financial
Missouri
$3.9B -$122M 49 5.59% Reduced
84
Korea Investment Corp
Korea Investment Corp
South Korea
$3.88B +$176M 25 11.29% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$3.87B -$355M 28 8.2% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.85B +$14.6M 38 9.36% Increased
87
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.84B +$101M 17 6.66% Increased
88
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.73B +$3.67B 61 1.79% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$3.7B +$238M 32 9.27% Increased
90
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.66B +$35M 22 8.1% Increased
91
Swedbank
Swedbank
Sweden
$3.66B +$318M 29 7.22% Increased
92
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.61B +$55.9M 75 8.4% Increased
93
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.52B -$276M 40 9.59% Reduced
94
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$3.51B +$256M 32 8.34% Increased
95
Victory Capital Management
Victory Capital Management
Texas
$3.51B -$149M 55 3.94% Reduced
96
Canada Life
Canada Life
Manitoba, Canada
$3.5B -$8.12M 56 8.7% Reduced
97
Allianz Asset Management
Allianz Asset Management
Germany
$3.49B +$76.3M 35 6.2% Increased
98
ProShare Advisors
ProShare Advisors
Maryland
$3.48B +$248M 48 10.63% Increased
99
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.45B +$305M 45 4.47% Increased
100
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.44B +$277M 34 5.61% Increased