← 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
101
Natixis Advisors
Natixis Advisors
Massachusetts
$6.77B +$530M 29 7.61% Increased
102
Prudential Financial
Prudential Financial
New Jersey
$6.7B +$78.2M 56 7.3% Increased
103
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.59B +$48.5M 32 10.83% Increased
104
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$6.59B $0 3 85.96% Maintained
105
Danske Bank
Danske Bank
Denmark
$6.57B +$226M 31 12.99% Increased
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.51B -$158M 42 10.8% Reduced
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.47B +$1.21B 75 3.08% Increased
108
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.47B -$246M 39 9.88% Reduced
109
SEI Investments
SEI Investments
Pennsylvania
$6.46B -$1.31B 78 5.7% Reduced
110
Primecap Management
Primecap Management
California
$6.38B -$47.9M 12 3.78% Reduced
111
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$6.31B -$42.4M 13 7.91% Reduced
112
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.24B +$84.9M 10 14.68% Increased
113
Canada Life
Canada Life
Manitoba, Canada
$6.2B +$90.7M 39 9.89% Increased
114
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.09B +$73.6M 26 11.22% Increased
115
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.09B +$2.08B 101 0.47% Increased
116
Pictet Asset Management
Pictet Asset Management
Switzerland
$5.98B -$465M 46 5.71% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.91B -$292M 33 10.92% Reduced
118
First Trust Advisors
First Trust Advisors
Illinois
$5.91B +$286M 52 3.48% Increased
119
Jones Financial Companies
Jones Financial Companies
Missouri
$5.7B +$689M 91 2.28% Increased
120
Korea Investment Corp
Korea Investment Corp
South Korea
$5.68B -$187M 23 10.79% Reduced
121
Baird Financial Group
Baird Financial Group
Wisconsin
$5.57B +$382M 22 7.65% Increased
122
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.55B -$240M 32 9.37% Reduced
123
HighTower Advisors
HighTower Advisors
Illinois
$5.5B -$20.4M 42 5.28% Reduced
124
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.49B -$652M 20 7.82% Reduced
125
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.48B +$321M 51 12% Increased