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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
GQG Partners
GQG Partners
Florida
$3.93B +$2.07B 4 9.04% Increased
102
Canada Life
Canada Life
Manitoba, Canada
$3.89B -$185M 50 9.22% Reduced
103
US Bancorp
US Bancorp
Minnesota
$3.86B -$117M 69 6.21% Reduced
104
ProShare Advisors
ProShare Advisors
Maryland
$3.85B -$193M 52 11.17% Reduced
105
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$3.82B +$252M 43 4.53% Increased
106
Lazard Asset Management
Lazard Asset Management
New York
$3.8B +$287M 51 4.68% Increased
107
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.79B -$622M 119 0.77% Reduced
108
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$3.79B -$133M 8 13.26% Reduced
109
Brown Advisory
Brown Advisory
Maryland
$3.73B +$5.8M 24 5.82% Increased
110
Sanders Capital
Sanders Capital
Florida
$3.69B +$439M 2 7.7% Increased
111
Allianz Asset Management
Allianz Asset Management
Germany
$3.69B -$215M 36 6.6% Reduced
112
Russell Investments Group
Russell Investments Group
United Kingdom
$3.65B -$36.2M 79 7.04% Reduced
113
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.59B +$65.3M 32 8.06% Increased
114
Millennium Management
Millennium Management
New York
$3.57B +$388M 107 1.76% Increased
115
HighTower Advisors
HighTower Advisors
Illinois
$3.57B +$133M 40 7.03% Increased
116
Royal London Asset Management
Royal London Asset Management
United Kingdom
$3.52B +$451M 22 11.4% Increased
117
Corient Private Wealth
Corient Private Wealth
Florida
$3.4B +$226M 42 7.85% Increased
118
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.39B +$31.1M 53 6.9% Increased
119
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.35B -$138M 67 5.36% Reduced
120
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.31B +$805M 6 14.91% Increased
121
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$3.26B -$753M 41 4.83% Reduced
122
Primecap Management
Primecap Management
California
$3.23B +$26.5M 10 2.7% Increased
123
SC US (TTGP)
SC US (TTGP)
California
$3.21B -$2.13M 5 30.24% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$3.21B -$117M 58 9.01% Reduced
125
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.14B -$14.3M 14 11.77% Reduced