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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
Public Investment Fund
Public Investment Fund
Saudi Arabia
$2.6B -$8.43M 10 8.42% Reduced
102
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.6B +$321M 32 7.08% Increased
103
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.59B -$575M 43 3.63% Reduced
104
Allspring Global Investments
Allspring Global Investments
North Carolina
$2.59B -$366M 78 4.42% Reduced
105
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$2.58B -$81.4M 10 9.53% Reduced
106
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.58B +$729M 67 3.96% Increased
107
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.54B +$540M 34 3.81% Increased
108
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$2.45B +$313M 34 6.49% Increased
109
Harris Associates
Harris Associates
Illinois
$2.44B +$406M 8 4.97% Increased
110
SC US (TTGP)
SC US (TTGP)
California
$2.42B -$22.2M 5 31.96% Reduced
111
HighTower Advisors
HighTower Advisors
Illinois
$2.38B +$188M 43 5.45% Increased
112
Lazard Asset Management
Lazard Asset Management
New York
$2.36B +$274M 55 3.26% Increased
113
Tiger Global Management
Tiger Global Management
New York
$2.31B -$667M 10 28.32% Reduced
114
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.27B -$8.49M 49 5.47% Reduced
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$2.27B -$124M 63 7.31% Reduced
116
First Trust Advisors
First Trust Advisors
Illinois
$2.26B +$156M 46 2.69% Increased
117
BAMCO Inc
BAMCO Inc
New York
$2.26B -$88.6M 14 7.57% Reduced
118
Cresset Asset Management
Cresset Asset Management
Illinois
$2.24B -$21.9M 14 28.35% Reduced
119
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$2.21B -$60.6M 42 4.95% Reduced
120
Brown Advisory
Brown Advisory
Maryland
$2.21B -$111M 26 4.1% Reduced
121
Citadel Advisors
Citadel Advisors
Florida
$2.19B -$969M 138 0.51% Reduced
122
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.19B -$36.2M 40 4.41% Reduced
123
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$2.18B +$236M 7 21.41% Increased
124
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.16B -$188M 15 9.19% Reduced
125
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$2.16B +$164M 48 3.11% Increased