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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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.59B +$525M 61 2.1% Increased
77
Macquarie Group
Macquarie Group
Australia
$4.56B -$130M 39 5.72% Reduced
78
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.53B -$116M 53 10.65% Reduced
79
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.47B -$938M 11 3.16% Reduced
80
LPL Financial
LPL Financial
California
$4.46B +$222M 61 3.12% Increased
81
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.46B -$177M 23 10.77% Reduced
82
Dodge & Cox
Dodge & Cox
California
$4.46B +$180M 11 3% Increased
83
Public Investment Fund
Public Investment Fund
Saudi Arabia
$4.44B +$45.8M 9 12.18% Increased
84
Stifel Financial
Stifel Financial
Missouri
$4.36B +$5.51M 48 6.13% Increased
85
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.35B -$144M 92 4.54% Reduced
86
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$4.33B +$314M 40 8.77% Increased
87
Sanders Capital
Sanders Capital
Florida
$4.31B +$1.07B 2 9.11% Increased
88
Swedbank
Swedbank
Sweden
$4.3B +$249M 27 7.44% Increased
89
APG Asset Management
APG Asset Management
Netherlands
$4.26B -$314M 24 8.71% Reduced
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.26B -$499K 13 9.66% Reduced
91
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.08B -$116M 17 7.02% Reduced
92
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.08B -$345M 36 12.64% Reduced
93
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.96B -$103M 36 9.9% Reduced
94
Aberdeen Group
Aberdeen Group
United Kingdom
$3.87B -$212M 29 9.87% Reduced
95
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.84B +$40.1M 38 10.27% Increased
96
Korea Investment Corp
Korea Investment Corp
South Korea
$3.84B -$14.1M 26 11.3% Reduced
97
Brown Advisory
Brown Advisory
Maryland
$3.81B +$446M 25 6.26% Increased
98
Victory Capital Management
Victory Capital Management
Texas
$3.8B -$30M 56 4.37% Reduced
99
Canada Life
Canada Life
Manitoba, Canada
$3.77B +$530M 50 9.06% Increased
100
Marshall Wace
Marshall Wace
United Kingdom
$3.75B -$1.08B 63 7.6% Reduced