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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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$3.89B -$191M 12 12.31% Reduced
102
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.89B +$387M 40 10.8% Increased
103
Victory Capital Management
Victory Capital Management
Texas
$3.82B -$19.8M 57 3.82% Reduced
104
Aberdeen Group
Aberdeen Group
United Kingdom
$3.81B -$238M 38 9.75% Reduced
105
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$3.78B -$8.42M 22 8.9% Reduced
106
Fred Alger Management
Fred Alger Management
New York
$3.72B -$446M 26 11.88% Reduced
107
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.7B +$173M 74 1.86% Increased
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.68B +$639M 69 4.95% Increased
109
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.64B -$162M 40 5.49% Reduced
110
Russell Investments Group
Russell Investments Group
United Kingdom
$3.62B -$99.8M 68 6.3% Reduced
111
NEAM
New England Asset Management
Connecticut
$3.58B +$91.4K 4 56.79% Increased
112
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.58B +$485M 56 7.51% Increased
113
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$3.53B -$271M 45 4% Reduced
114
AQR Capital Management
AQR Capital Management
Connecticut
$3.43B -$146M 49 6.5% Reduced
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.37B -$50.4M 15 11.62% Reduced
116
Flossbach Von Storch
Flossbach Von Storch
Germany
$3.36B -$328M 11 9.37% Reduced
117
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.32B +$241M 30 7.76% Increased
118
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.22B +$59.4M 51 7.35% Increased
119
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.21B -$24.3M 34 12.6% Reduced
120
Alkeon Capital Management
Alkeon Capital Management
New York
$3.2B -$577M 15 6.42% Reduced
121
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.2B +$93.5M 39 7.8% Increased
122
Cresset Asset Management
Cresset Asset Management
Illinois
$3.19B -$115M 18 33.12% Reduced
123
Axa
Axa
France
$3.18B -$76.8M 33 9.04% Reduced
124
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.15B -$1.15B 47 4.22% Reduced
125
Public Investment Fund
Public Investment Fund
Saudi Arabia
$3.14B -$74M 10 7.15% Reduced