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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
LPL Financial
LPL Financial
California
$5.3B +$213M 62 3.21% Increased
77
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.28B +$46.5M 58 2.18% Increased
78
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.27B -$322M 36 10.43% Reduced
79
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.23B +$71.4M 59 10.9% Increased
80
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.22B -$358M 49 8.34% Reduced
81
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.11B +$321M 40 8.99% Increased
82
Swedbank
Swedbank
Sweden
$5.07B +$165M 27 8.16% Increased
83
Stifel Financial
Stifel Financial
Missouri
$5.06B +$133M 50 6.37% Increased
84
Macquarie Group
Macquarie Group
Australia
$5.04B -$142M 38 5.82% Reduced
85
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.01B -$56M 24 11.2% Reduced
86
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.96B +$110M 14 10.26% Increased
87
Dodge & Cox
Dodge & Cox
California
$4.92B +$126M 11 3.12% Increased
88
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.89B -$23.2M 20 7.49% Reduced
89
Marshall Wace
Marshall Wace
United Kingdom
$4.88B +$556M 64 8.26% Increased
90
Brown Advisory
Brown Advisory
Maryland
$4.76B +$159M 24 6.68% Increased
91
APG Asset Management
APG Asset Management
Netherlands
$4.73B +$283M 30 9.24% Increased
92
Sanders Capital
Sanders Capital
Florida
$4.69B +$142M 2 8.67% Increased
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.67B -$1.13B 113 0.89% Reduced
94
Aberdeen Group
Aberdeen Group
United Kingdom
$4.52B +$76.8M 29 9.8% Increased
95
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.52B -$614M 11 2.94% Reduced
96
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.48B -$18.6M 38 10.86% Reduced
97
Lazard Asset Management
Lazard Asset Management
New York
$4.46B +$241M 58 5.64% Increased
98
Korea Investment Corp
Korea Investment Corp
South Korea
$4.43B +$37.3M 25 11.63% Increased
99
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$4.37B +$34.3M 9 13.34% Increased
100
Millennium Management
Millennium Management
New York
$4.36B +$650M 109 1.89% Increased