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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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.71B +$1.42B 37 13.52% Increased
77
Lazard Asset Management
Lazard Asset Management
New York
$5.68B +$846M 50 6.9% Increased
78
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.63B +$1.48B 67 4.95% Increased
79
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.62B +$283M 35 10.27% Increased
80
LPL Financial
LPL Financial
California
$5.53B +$239M 68 2.97% Increased
81
Nordea Investment Management
Nordea Investment Management
Sweden
$5.5B +$6.6M 27 6.51% Increased
82
Dodge & Cox
Dodge & Cox
California
$5.4B +$74.6M 12 3.13% Increased
83
Millennium Management
Millennium Management
New York
$5.36B +$760M 111 2.29% Increased
84
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.36B -$79.1M 14 7.63% Reduced
85
Stifel Financial
Stifel Financial
Missouri
$5.33B +$56.8M 52 6.07% Increased
86
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.32B +$1.18B 44 5.58% Increased
87
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.28B -$10.1M 84 3.67% Reduced
88
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.19B +$133M 15 9.8% Increased
89
Bessemer Group
Bessemer Group
New Jersey
$5.17B -$338M 33 9.34% Reduced
90
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.02B +$158M 108 0.87% Increased
91
Brown Advisory
Brown Advisory
Maryland
$4.98B -$335M 25 6.65% Reduced
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$4.9B -$152M 25 10.23% Reduced
93
Aberdeen Group
Aberdeen Group
United Kingdom
$4.88B +$267M 29 9.57% Increased
94
Macquarie Group
Macquarie Group
Australia
$4.86B -$321M 49 5.52% Reduced
95
APG Asset Management
APG Asset Management
Netherlands
$4.81B -$16.8M 27 8.42% Reduced
96
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.79B +$302M 36 10.41% Increased
97
Russell Investments Group
Russell Investments Group
United Kingdom
$4.59B +$340M 78 7.25% Increased
98
Victory Capital Management
Victory Capital Management
Texas
$4.46B +$151M 57 4.35% Increased
99
Marshall Wace
Marshall Wace
United Kingdom
$4.46B -$664M 71 6.79% Reduced
100
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$4.4B -$9.58M 51 10.31% Reduced