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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
VOYA Investment Management
VOYA Investment Management
Georgia
$7.28B +$239M 67 8.1% Increased
77
BC Partners
BC Partners
New York
$7.14B +$7.88B 1 82.97% New
78
Dodge & Cox
Dodge & Cox
California
$6.68B +$91.8M 12 3.81% Increased
79
Russell Investments Group
Russell Investments Group
United Kingdom
$6.66B +$410M 90 9.15% Increased
80
WCM Investment Management
WCM Investment Management
California
$6.64B -$45.2M 12 17.08% Reduced
81
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.63B +$53.6M 37 12.88% Increased
82
Aberdeen Group
Aberdeen Group
United Kingdom
$6.4B +$1.2B 31 12.49% Increased
83
Public Investment Fund
Public Investment Fund
Saudi Arabia
$6.33B +$150M 7 24.77% Increased
84
Stifel Financial
Stifel Financial
Missouri
$6.24B -$98.6M 49 6.63% Reduced
85
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.18B -$9.44M 87 3.24% Reduced
86
Polen Capital Management
Polen Capital Management
Florida
$6.1B -$1.33B 7 19.15% Reduced
87
Macquarie Group
Macquarie Group
Australia
$6.07B -$87.5M 45 7.54% Reduced
88
Lazard Asset Management
Lazard Asset Management
New York
$6.07B -$254M 64 9.32% Reduced
89
Canada Life
Canada Life
Manitoba, Canada
$5.9B +$131M 43 10.4% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$5.9B -$389M 56 8.4% Reduced
91
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.89B -$329M 16 8.51% Reduced
92
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$5.84B +$60.3M 46 11.6% Increased
93
Bessemer Group
Bessemer Group
New Jersey
$5.78B -$425M 45 10.36% Reduced
94
Tiger Global Management
Tiger Global Management
New York
$5.75B +$651M 13 21.6% Increased
95
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$5.74B -$41.5M 11 14.26% Reduced
96
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$5.72B +$108M 11 3.78% Increased
97
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.71B -$168M 32 10.93% Reduced
98
Allianz Asset Management
Allianz Asset Management
Germany
$5.6B -$735M 44 7.33% Reduced
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.49B -$109M 18 10.17% Reduced
100
Royal London Asset Management
Royal London Asset Management
United Kingdom
$5.35B +$404M 29 12.67% Increased