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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
$1.35B -$5.49M 25 2.46% Reduced
102
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.33B $0 2 7.93% Maintained
103
Silver Lake Group
Silver Lake Group
California
$1.3B -$316M 1 27.18% Reduced
104
Boston Partners
Boston Partners
Massachusetts
$1.3B +$226M 9 1.87% Increased
105
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.27B -$315M 4 5.46% Reduced
106
Harris Associates
Harris Associates
Illinois
$1.27B -$38M 4 2.55% Reduced
107
Credit Agricole
Credit Agricole
France
$1.26B +$346M 21 4.88% Increased
108
Vontobel Asset Management
Vontobel Asset Management
New York
$1.26B +$247M 5 10.27% Increased
109
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.26B +$189M 2 13.86% Increased
110
Swedbank
Swedbank
Sweden
$1.26B +$207M 3 10.63% Increased
111
USAA
United Services Automobile Association
Texas
$1.26B -$12.7M 18 4.49% Reduced
112
Citadel Advisors
Citadel Advisors
Florida
$1.23B +$753M 37 1.38% Increased
113
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.22B +$225M 17 3.15% Increased
114
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.21B -$78.8M 15 5.49% Reduced
115
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.19B -$6.09M 34 5.91% Reduced
116
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.18B -$817M 1 5.43% Reduced
117
Brown Advisory
Brown Advisory
Maryland
$1.13B -$431M 16 3.95% Reduced
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.1B -$87.4M 22 4.45% Reduced
119
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.1B -$16.7M 12 5.72% Reduced
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.08B +$125M 19 4.22% Increased
121
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.08B +$149M 48 4.87% Increased
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.06B -$1.13B 13 4.35% Reduced
123
NC
Northern Cross
Massachusetts
$1.06B -$13.5M 1 15.51% Reduced
124
GE
General Electric
Ohio
$1.05B -$28.8M 8 5.49% Reduced
125
Canada Life
Canada Life
Manitoba, Canada
$1.05B +$190M 40 3.17% Increased