← 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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$8.66B -$516M 87 11.56% Reduced
77
Russell Investments Group
Russell Investments Group
United Kingdom
$8.42B +$312M 95 9.17% Increased
78
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.35B -$633M 54 2.48% Reduced
79
VOYA Investment Management
VOYA Investment Management
Georgia
$8.27B -$211M 63 8.16% Reduced
80
Millennium Management
Millennium Management
New York
$8.24B +$3.35B 109 3.46% Increased
81
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8.22B -$14.2M 37 11.71% Reduced
82
Aberdeen Group
Aberdeen Group
United Kingdom
$8.11B -$210M 32 12.56% Reduced
83
WCM Investment Management
WCM Investment Management
California
$8.05B +$991M 11 16.58% Increased
84
Sands Capital Management
Sands Capital Management
Virginia
$7.57B +$656M 12 23.04% Increased
85
Citadel Advisors
Citadel Advisors
Florida
$7.56B +$2.64B 120 1.14% Increased
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$7.5B -$26.8M 87 4.1% Reduced
87
Dodge & Cox
Dodge & Cox
California
$7.38B +$24.9M 14 3.98% Increased
88
Sanders Capital
Sanders Capital
Florida
$7.33B -$669M 3 8.44% Reduced
89
Allianz Asset Management
Allianz Asset Management
Germany
$7.25B +$279M 40 7.34% Increased
90
Stifel Financial
Stifel Financial
Missouri
$7.23B -$184M 43 6.5% Reduced
91
Mariner
Mariner
Kansas
$7.22B +$483M 67 8.59% Increased
92
SEI Investments
SEI Investments
Pennsylvania
$7.06B +$418M 80 6.97% Increased
93
Primecap Management
Primecap Management
California
$6.98B +$93.5M 12 5.28% Increased
94
Aviva
Aviva
United Kingdom
$6.95B +$321M 35 11.72% Increased
95
Bessemer Group
Bessemer Group
New Jersey
$6.93B +$68.9M 44 10.65% Increased
96
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.84B -$153M 17 8.25% Reduced
97
SG Americas Securities
SG Americas Securities
New York
$6.82B +$4.5B 78 8.71% Increased
98
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.73B +$85.5M 48 7.97% Increased
99
Adage Capital Partners
Adage Capital Partners
Massachusetts
$6.66B -$81.3M 17 10.08% Reduced
100
Prudential Financial
Prudential Financial
New Jersey
$6.54B -$610M 53 7.9% Reduced