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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
AQR Capital Management
AQR Capital Management
Connecticut
$8.38B +$1.38B 71 5.37% Increased
77
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.23B +$544M 37 11.92% Increased
78
VOYA Investment Management
VOYA Investment Management
Georgia
$8.2B -$210M 58 8.18% Reduced
79
Dodge & Cox
Dodge & Cox
California
$8.13B -$66.4M 12 4.39% Reduced
80
Russell Investments Group
Russell Investments Group
United Kingdom
$8B +$281M 95 9.08% Increased
81
Aberdeen Group
Aberdeen Group
United Kingdom
$7.98B +$260M 30 12.62% Increased
82
Sanders Capital
Sanders Capital
Florida
$7.79B -$802M 4 9.58% Reduced
83
BC Partners
BC Partners
New York
$7.68B $0 1 84.34% Maintained
84
Sands Capital Management
Sands Capital Management
Virginia
$7.36B -$383M 11 20.3% Reduced
85
Canada Life
Canada Life
Manitoba, Canada
$7.34B +$352M 40 10.51% Increased
86
Primecap Management
Primecap Management
California
$7.31B +$527M 13 5.6% Increased
87
Tiger Global Management
Tiger Global Management
New York
$7.16B +$10.3M 11 22.13% Increased
88
Public Investment Fund
Public Investment Fund
Saudi Arabia
$7.14B -$17M 1 36.84% Reduced
89
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.09B +$34.7M 87 4.3% Increased
90
Stifel Financial
Stifel Financial
Missouri
$7.07B -$10.8M 45 6.45% Reduced
91
Prudential Financial
Prudential Financial
New Jersey
$6.84B -$243M 62 8.12% Reduced
92
Allianz Asset Management
Allianz Asset Management
Germany
$6.77B +$162M 35 7.56% Increased
93
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.67B -$399M 18 7.93% Reduced
94
SEI Investments
SEI Investments
Pennsylvania
$6.65B +$582M 80 7.15% Increased
95
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.61B +$770M 73 11.54% Increased
96
Macquarie Group
Macquarie Group
Australia
$6.58B +$271M 39 7.68% Increased
97
Bessemer Group
Bessemer Group
New Jersey
$6.56B -$6.14M 44 10.04% Reduced
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.42B +$9.29M 15 10.18% Increased
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.41B -$389M 44 11.22% Reduced
100
Aviva
Aviva
United Kingdom
$6.41B +$321M 34 11.64% Increased