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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
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.16B +$2.18B 53 9.46% Increased
77
Marshall Wace
Marshall Wace
United Kingdom
$5.08B +$423M 73 9.91% Increased
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.06B -$181M 21 11.39% Reduced
79
Macquarie Group
Macquarie Group
Australia
$5.06B +$184M 44 5.78% Increased
80
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.05B -$142M 56 11.2% Reduced
81
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.03B +$1.65B 65 6.29% Increased
82
Stifel Financial
Stifel Financial
Missouri
$4.72B +$178M 45 6.46% Increased
83
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.72B -$287M 94 4.82% Reduced
84
LPL Financial
LPL Financial
California
$4.65B +$83.8M 58 3.32% Increased
85
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.63B -$16.2M 15 10.06% Reduced
86
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.56B +$789M 31 15.78% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$4.53B -$50.5M 24 9.13% Reduced
88
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.42B -$3.71B 60 1.96% Reduced
89
Swedbank
Swedbank
Sweden
$4.41B +$109M 27 7.48% Increased
90
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$4.4B +$244M 32 9.18% Increased
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.4B +$1.28M 35 10.17% Increased
92
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.38B -$184M 16 7.06% Reduced
93
Dodge & Cox
Dodge & Cox
California
$4.38B +$234M 11 2.92% Increased
94
Aberdeen Group
Aberdeen Group
United Kingdom
$4.37B +$69.2M 30 10.17% Increased
95
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.22B -$19.1M 21 9.22% Reduced
96
Public Investment Fund
Public Investment Fund
Saudi Arabia
$4.19B +$36.9M 9 10.77% Increased
97
Korea Investment Corp
Korea Investment Corp
South Korea
$4.18B -$333M 25 11.74% Reduced
98
Victory Capital Management
Victory Capital Management
Texas
$4.13B +$19.1M 55 4.55% Increased
99
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.11B -$94.9M 75 8.78% Reduced
100
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.97B +$45.6M 37 10.41% Increased