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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
SC US (TTGP)
SC US (TTGP)
California
$7.65B -$485M 5 61.69% Reduced
77
BC Partners Advisors
BC Partners Advisors
New York
$7.59B -$656M 1 82.83% Reduced
78
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.04B +$486M 35 13.35% Increased
79
Prudential Financial
Prudential Financial
New Jersey
$6.96B -$219M 54 9.54% Reduced
80
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.96B -$119M 82 4.65% Reduced
81
Stifel Financial
Stifel Financial
Missouri
$6.95B -$50.3M 52 7.23% Reduced
82
Allianz Asset Management
Allianz Asset Management
Germany
$6.91B +$1.13B 42 9.22% Increased
83
Bessemer Group
Bessemer Group
New Jersey
$6.81B -$420M 41 11.12% Reduced
84
Russell Investments Group
Russell Investments Group
United Kingdom
$6.77B +$442M 93 9.36% Increased
85
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.74B -$112M 14 8.51% Reduced
86
Lazard Asset Management
Lazard Asset Management
New York
$6.73B -$502M 62 9.84% Reduced
87
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.49B +$138M 9 15.79% Increased
88
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.46B -$452M 33 11.49% Reduced
89
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.44B +$3.45M 48 12.26% Increased
90
Dodge & Cox
Dodge & Cox
California
$6.37B -$550M 12 3.71% Reduced
91
Canada Life
Canada Life
Manitoba, Canada
$6.35B +$220M 46 10.95% Increased
92
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$6.3B +$109M 10 3.89% Increased
93
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.23B -$105M 15 10.9% Reduced
94
WCM Investment Management
WCM Investment Management
California
$6.1B +$352M 10 14.34% Increased
95
Macquarie Group
Macquarie Group
Australia
$5.94B -$618M 44 7.21% Reduced
96
Aberdeen Group
Aberdeen Group
United Kingdom
$5.91B -$295M 28 11.09% Reduced
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.88B -$264M 30 12.38% Reduced
98
Victory Capital Management
Victory Capital Management
Texas
$5.8B +$370M 60 5.7% Increased
99
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.73B +$5.5B 20 11.33% New
100
Brown Advisory
Brown Advisory
Maryland
$5.71B -$114M 25 7.24% Reduced