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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
TD Asset Management
TD Asset Management
Ontario, Canada
$6.74B +$192M 27 6.29% Increased
77
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.66B +$341M 67 5.42% Increased
78
SC US (TTGP)
SC US (TTGP)
California
$6.64B -$19.1M 5 53.53% Reduced
79
Lazard Asset Management
Lazard Asset Management
New York
$6.58B +$299M 57 8.25% Increased
80
Marshall Wace
Marshall Wace
United Kingdom
$6.42B +$1.49B 71 8.58% Increased
81
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.1B -$217M 35 11.14% Reduced
82
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.07B -$84.9M 86 4.04% Reduced
83
Stifel Financial
Stifel Financial
Missouri
$6.01B +$113M 53 6.76% Increased
84
Bessemer Group
Bessemer Group
New Jersey
$5.99B +$175M 35 10.56% Increased
85
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.97B +$62.7M 7 28.82% Increased
86
Prudential Financial
Prudential Financial
New Jersey
$5.96B -$733M 55 8.95% Reduced
87
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.8B -$25.1M 46 5.7% Reduced
88
Dodge & Cox
Dodge & Cox
California
$5.79B +$204M 13 3.48% Increased
89
Macquarie Group
Macquarie Group
Australia
$5.74B +$566M 51 6.58% Increased
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.65B -$211M 16 10.47% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.64B -$310M 48 11.1% Reduced
92
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.63B -$1.5B 56 7.67% Reduced
93
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$5.61B +$307M 34 12.08% Increased
94
Aberdeen Group
Aberdeen Group
United Kingdom
$5.59B +$99.2M 28 10.72% Increased
95
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.57B +$88.5M 13 7.68% Increased
96
Brown Advisory
Brown Advisory
Maryland
$5.48B +$287M 24 7.16% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.34B -$223M 25 11.27% Reduced
98
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$5.3B +$436M 8 14.3% Increased
99
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.23B +$165M 61 9.82% Increased
100
Russell Investments Group
Russell Investments Group
United Kingdom
$5.18B +$118M 91 8.35% Increased