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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.57B -$393M 13 9.63% Reduced
102
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.55B -$170M 5 18.97% Reduced
103
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.49B -$188M 15 9.79% Reduced
104
Artisan Partners
Artisan Partners
Wisconsin
$4.48B +$68.2M 14 5.46% Increased
105
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.46B +$1.69B 20 9.47% Increased
106
First Trust Advisors
First Trust Advisors
Illinois
$4.45B +$462M 48 5.9% Increased
107
HA
HHLR Advisors
Cayman Islands
$4.4B -$1.49B 15 34.98% Reduced
108
Wellcome Trust
Wellcome Trust
United Kingdom
$4.39B +$2.06B 5 44.9% Increased
109
Victory Capital Management
Victory Capital Management
Texas
$4.39B -$163M 56 4.89% Reduced
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.31B -$172M 45 9.99% Reduced
111
ProShare Advisors
ProShare Advisors
Maryland
$4.3B +$502M 51 15.98% Increased
112
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.27B -$96.5M 21 11.29% Reduced
113
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.23B +$729M 29 7.76% Increased
114
GP
Galileo PTC
British Virgin Islands
$4.22B +$3.93B 3 88.6% Increased
115
Jane Street
Jane Street
New York
$4.15B +$743M 78 2.08% Increased
116
Stifel Financial
Stifel Financial
Missouri
$4.11B +$80.1M 45 7.33% Increased
117
Brown Advisory
Brown Advisory
Maryland
$4.11B +$272M 26 7.29% Increased
118
BAMCO Inc
BAMCO Inc
New York
$4.02B +$201M 20 9.94% Increased
119
H&H International Investment
H&H International Investment
California
$4.01B +$159M 3 57.19% Increased
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$4B -$275M 44 5.23% Reduced
121
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.91B +$46.3M 24 10.28% Increased
122
Aperio Group
Aperio Group
California
$3.87B -$2.6M 53 11.46% Reduced
123
Swedbank
Swedbank
Sweden
$3.83B +$17.3M 6 11.24% Increased
124
Lazard Asset Management
Lazard Asset Management
New York
$3.79B -$502M 39 4.79% Reduced
125
Russell Investments Group
Russell Investments Group
United Kingdom
$3.75B -$326M 69 7.42% Reduced