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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
101
TD Asset Management
TD Asset Management
Ontario, Canada
$1.03B +$50.1M 14 2.04% Increased
102
GE
General Electric
Ohio
$1B -$107M 5 5.03% Reduced
103
APG Asset Management
APG Asset Management
Netherlands
$1B -$111M 8 3.16% Reduced
104
Swiss National Bank
Swiss National Bank
Switzerland
$997M +$19.4M 29 4.15% Increased
105
STRS Ohio
STRS Ohio
Ohio
$990M -$74.1M 23 4.36% Reduced
106
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$989M -$68.1M 6 4.75% Reduced
107
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$978M -$20.5M 15 4.37% Reduced
108
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$977M -$207M 11 2.78% Reduced
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$974M -$15.4M 14 4.03% Reduced
110
Sarofim Fayez
Sarofim Fayez
Texas
$963M +$952M 5 4.7% New
111
Manning & Napier Advisors
Manning & Napier Advisors
New York
$936M +$674M 5 4.4% Increased
112
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$936M +$111M 20 2.27% Increased
113
SZC
Sleep, Zakaria & Co
United Kingdom
$916M -$5.97M 1 64.58% Reduced
114
ING Group
ING Group
Netherlands
$907M +$177M 6 4.56% Increased
115
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$899M +$140M 3 4.36% Increased
116
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$885M +$10.8M 8 3.59% Increased
117
Primecap Management
Primecap Management
California
$873M +$4.45M 5 1.15% Increased
118
Harris Associates
Harris Associates
Illinois
$866M -$5.09M 4 1.69% Reduced
119
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$856M +$110M 7 3.45% Increased
120
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$855M +$215M 14 2.77% Increased
121
Lone Pine Capital
Lone Pine Capital
Connecticut
$851M -$14.1M 2 3.8% Reduced
122
Credit Agricole
Credit Agricole
France
$845M +$824M 20 3.7% New
123
Renaissance Technologies
Renaissance Technologies
New York
$836M -$261M 29 2.03% Reduced
124
Gates Foundation Trust
Gates Foundation Trust
Washington
$821M $0 1 4.22% Maintained
125
Capital International Investors
Capital International Investors
California
$815M -$51.4M 5 3.48% Reduced