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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
Artisan Partners
Artisan Partners
Wisconsin
$1.64B +$508M 7 3.26% Increased
102
TD Asset Management
TD Asset Management
Ontario, Canada
$1.62B +$88.7M 26 2.81% Increased
103
Barclays
Barclays
United Kingdom
$1.61B -$82.4M 51 1.79% Reduced
104
Capital International Investors
Capital International Investors
California
$1.6B -$103M 7 2.32% Reduced
105
Carmignac Gestion
Carmignac Gestion
France
$1.6B -$21.2M 8 11.95% Reduced
106
Swedbank
Swedbank
Sweden
$1.59B +$76.8M 3 13% Increased
107
USAA
United Services Automobile Association
Texas
$1.57B +$101M 18 5.31% Increased
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.52B -$23.2M 41 1.77% Reduced
109
LPU
Lansdowne Partners (UK)
United Kingdom
$1.52B -$222M 3 13.1% Reduced
110
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.51B -$97.6M 2 15.06% Reduced
111
William Blair Investment Management
William Blair Investment Management
Illinois
$1.4B +$204M 10 5.31% Increased
112
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.38B -$98.4M 4 5.95% Reduced
113
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.37B -$15.7M 39 6.52% Reduced
114
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.36B -$42.5M 15 5.85% Reduced
115
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.33B $0 2 7.22% Maintained
116
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.32B +$164M 30 6.53% Increased
117
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.31B +$64.5M 18 4.93% Increased
118
Citadel Advisors
Citadel Advisors
Florida
$1.3B -$134M 41 1.31% Reduced
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.3B +$34.6M 22 5.11% Increased
120
Millennium Management
Millennium Management
New York
$1.29B +$421M 43 2.17% Increased
121
Canada Life
Canada Life
Manitoba, Canada
$1.27B +$57.1M 41 3.7% Increased
122
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.26B -$35.7M 49 5.18% Reduced
123
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.23B -$144M 16 3.06% Reduced
124
Harris Associates
Harris Associates
Illinois
$1.23B -$24.7M 4 2.43% Reduced
125
Parnassus Investments
Parnassus Investments
California
$1.22B +$168M 5 6.68% Increased