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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$4.61B -$78.5M 72 4.47% Reduced
102
VOYA Investment Management
VOYA Investment Management
Georgia
$4.49B -$474M 62 9.06% Reduced
103
First Trust Advisors
First Trust Advisors
Illinois
$4.47B -$58M 50 5.42% Reduced
104
Fred Alger Management
Fred Alger Management
New York
$4.34B -$428M 29 11.36% Reduced
105
H&H International Investment
H&H International Investment
California
$4.32B +$615M 2 60.05% Increased
106
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$4.31B -$113M 46 9.26% Reduced
107
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.24B -$15.8M 17 8.66% Reduced
108
Alkeon Capital Management
Alkeon Capital Management
New York
$4.14B -$360M 14 6.16% Reduced
109
Canada Life
Canada Life
Manitoba, Canada
$4.14B -$455M 69 10.07% Reduced
110
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$4.12B -$156M 14 8.48% Reduced
111
Public Investment Fund
Public Investment Fund
Saudi Arabia
$4.11B +$132M 2 26.61% Increased
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.09B -$11.5M 48 8.72% Reduced
113
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.08B +$354M 27 10.05% Increased
114
Swedbank
Swedbank
Sweden
$4.04B +$542M 33 8.4% Increased
115
Victory Capital Management
Victory Capital Management
Texas
$4.01B -$150M 56 4.11% Reduced
116
Winslow Capital Management
Winslow Capital Management
Minnesota
$4B -$338M 8 16.88% Reduced
117
Stifel Financial
Stifel Financial
Missouri
$3.94B +$63.8M 58 6.49% Increased
118
Korea Investment Corp
Korea Investment Corp
South Korea
$3.92B -$405M 28 12.38% Reduced
119
BAMCO Inc
BAMCO Inc
New York
$3.86B +$143M 23 9.51% Increased
120
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.84B -$140M 30 6.75% Reduced
121
Citadel Advisors
Citadel Advisors
Florida
$3.79B +$249M 119 0.93% Increased
122
Russell Investments Group
Russell Investments Group
United Kingdom
$3.77B +$175M 77 6.67% Increased
123
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.72B -$283M 23 9.37% Reduced
124
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.72B -$88.8M 49 4.47% Reduced
125
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.72B +$1.72B 70 5.44% Increased