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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
$7.55B +$17M 66 7.51% Increased
77
Sanders Capital
Sanders Capital
Florida
$7.47B -$213M 4 10.02% Reduced
78
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.44B +$2.33B 74 5.28% Increased
79
Sands Capital Management
Sands Capital Management
Virginia
$7.34B -$1.53B 11 21.07% Reduced
80
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$7.31B +$998M 12 4.62% Increased
81
Dodge & Cox
Dodge & Cox
California
$7.31B +$119M 11 4.11% Increased
82
TD Asset Management
TD Asset Management
Ontario, Canada
$7.28B -$506M 30 6.22% Reduced
83
Russell Investments Group
Russell Investments Group
United Kingdom
$6.86B -$104M 89 8.74% Reduced
84
Public Investment Fund
Public Investment Fund
Saudi Arabia
$6.81B -$990M 2 28.61% Reduced
85
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.8B -$70.4M 36 10.99% Reduced
86
Aberdeen Group
Aberdeen Group
United Kingdom
$6.79B +$243M 31 11.55% Increased
87
Tiger Global Management
Tiger Global Management
New York
$6.64B -$70.4M 12 19.48% Reduced
88
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.52B -$221M 16 8.17% Reduced
89
Stifel Financial
Stifel Financial
Missouri
$6.47B -$22.2M 44 6.29% Reduced
90
Prudential Financial
Prudential Financial
New Jersey
$6.28B +$245M 60 8.12% Increased
91
AQR Capital Management
AQR Capital Management
Connecticut
$6.22B +$551M 74 5.14% Increased
92
Canada Life
Canada Life
Manitoba, Canada
$6.11B +$84.1M 40 9.68% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.1B -$3.42M 83 3.93% Reduced
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.07B +$62.7M 48 10.76% Increased
95
Bessemer Group
Bessemer Group
New Jersey
$5.96B -$125M 46 9.68% Reduced
96
Allianz Asset Management
Allianz Asset Management
Germany
$5.94B +$120M 38 7.11% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$5.72B +$101M 18 9.64% Increased
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$5.63B -$332M 31 9.63% Reduced
99
Macquarie Group
Macquarie Group
Australia
$5.62B -$661M 44 6.89% Reduced
100
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.56B +$74M 35 9.84% Increased