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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
Lazard Asset Management
Lazard Asset Management
New York
$1.8B -$236M 15 3.3% Reduced
102
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.79B -$556M 38 3.99% Reduced
103
USAA
United Services Automobile Association
Texas
$1.76B -$103M 33 5.1% Reduced
104
First Trust Advisors
First Trust Advisors
Illinois
$1.76B -$146M 36 4.17% Reduced
105
National Pension Service
National Pension Service
South Korea
$1.72B +$103M 9 7.08% Increased
106
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.69B -$136M 37 7.85% Reduced
107
William Blair Investment Management
William Blair Investment Management
Illinois
$1.68B -$513M 9 8.35% Reduced
108
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.67B -$80.7M 14 11.49% Reduced
109
Canada Life
Canada Life
Manitoba, Canada
$1.61B +$4.04M 47 4.6% Increased
110
Swedbank
Swedbank
Sweden
$1.58B -$278M 4 8.7% Reduced
111
Harris Associates
Harris Associates
Illinois
$1.57B +$262M 5 3.16% Increased
112
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.52B $0 2 6.94% Maintained
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.51B -$10.7M 12 7.38% Reduced
114
US Bancorp
US Bancorp
Minnesota
$1.5B +$142M 51 4.84% Increased
115
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.49B -$426M 2 6.09% Reduced
116
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.44B +$71.8M 18 6.43% Increased
117
Brown Advisory
Brown Advisory
Maryland
$1.41B +$33.8M 22 4.74% Increased
118
Axa
Axa
France
$1.4B -$65.8M 28 6.09% Reduced
119
Korea Investment Corp
Korea Investment Corp
South Korea
$1.38B -$19.2M 23 7.53% Reduced
120
Sanders Capital
Sanders Capital
Florida
$1.37B +$22.8M 2 7.63% Increased
121
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.36B -$113M 25 8.45% Reduced
122
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.36B +$80.8M 19 3.58% Increased
123
ProShare Advisors
ProShare Advisors
Maryland
$1.36B +$224M 32 9.52% Increased
124
Wellcome Trust
Wellcome Trust
United Kingdom
$1.34B +$148M 4 25.33% Increased
125
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.34B -$55.6M 4 16.4% Reduced