← All themes

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
BC Partners Advisors
BC Partners Advisors
New York
$7.26B -$752M 1 84.1% Reduced
77
Dodge & Cox
Dodge & Cox
California
$6.84B +$170M 13 3.87% Increased
78
Macquarie Group
Macquarie Group
Australia
$6.73B +$551M 42 7.27% Increased
79
Lazard Asset Management
Lazard Asset Management
New York
$6.72B -$283M 56 8.99% Reduced
80
Bessemer Group
Bessemer Group
New Jersey
$6.62B +$197M 50 10.9% Increased
81
Prudential Financial
Prudential Financial
New Jersey
$6.6B +$270M 58 9.3% Increased
82
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.49B -$51.6M 80 4.15% Reduced
83
Stifel Financial
Stifel Financial
Missouri
$6.44B -$55.6M 49 6.75% Reduced
84
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.38B -$129M 33 11.22% Reduced
85
Public Investment Fund
Public Investment Fund
Saudi Arabia
$6.27B $0 7 23.45% Maintained
86
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$6.23B -$149M 46 5.9% Reduced
87
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.16B +$128M 34 12.24% Increased
88
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.91B +$39.8M 15 7.76% Increased
89
Russell Investments Group
Russell Investments Group
United Kingdom
$5.9B +$296M 88 8.54% Increased
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.87B -$117M 49 11.21% Reduced
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.78B -$199M 15 10.2% Reduced
92
Aberdeen Group
Aberdeen Group
United Kingdom
$5.76B -$138M 27 10.56% Reduced
93
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$5.74B +$73.8M 8 14.6% Increased
94
Canada Life
Canada Life
Manitoba, Canada
$5.67B +$190M 49 9.88% Increased
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.62B -$44.2M 26 11.6% Reduced
96
WCM Investment Management
WCM Investment Management
California
$5.56B -$18.1M 10 12.6% Reduced
97
Brown Advisory
Brown Advisory
Maryland
$5.54B -$15.9M 25 6.96% Reduced
98
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$5.53B +$508M 11 3.34% Increased
99
SG Americas Securities
SG Americas Securities
New York
$5.38B +$3.97B 84 19.49% Increased
100
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.28B -$412M 83 4.53% Reduced