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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.35B -$171M 34 10.25% Reduced
102
Pictet Asset Management
Pictet Asset Management
Switzerland
$4.31B -$30.5M 46 4.76% Reduced
103
Canada Life
Canada Life
Manitoba, Canada
$4.27B -$466M 49 9.37% Reduced
104
Victory Capital Management
Victory Capital Management
Texas
$4.24B -$106M 57 4.46% Reduced
105
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.23B +$26.2M 22 8.97% Increased
106
Allianz Asset Management
Allianz Asset Management
Germany
$4.21B +$157M 34 6.87% Increased
107
Russell Investments Group
Russell Investments Group
United Kingdom
$4.15B +$239M 82 7.39% Increased
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.12B +$1.19B 63 4.68% Increased
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.1B +$1.77B 20 7.68% Increased
110
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.05B -$613M 36 10.75% Reduced
111
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.03B +$44.6M 21 11.54% Increased
112
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4B +$1.01B 38 5.05% Increased
113
Corient Private Wealth
Corient Private Wealth
Florida
$3.94B +$351M 38 7.24% Increased
114
Renaissance Technologies
Renaissance Technologies
New York
$3.9B +$870M 113 6.04% Increased
115
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.84B -$27.3M 42 7.89% Reduced
116
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.84B -$397M 74 7.81% Reduced
117
HighTower Advisors
HighTower Advisors
Illinois
$3.83B +$10.5M 46 6.44% Increased
118
US Bancorp
US Bancorp
Minnesota
$3.81B -$164M 72 5.64% Reduced
119
GQG Partners
GQG Partners
Florida
$3.65B +$715M 6 7.74% Increased
120
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$3.57B +$117M 3 10.81% New
121
Citadel Advisors
Citadel Advisors
Florida
$3.54B +$443M 125 0.71% Increased
122
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.5B -$97M 5 14.51% Reduced
123
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.47B +$2.11M 50 6.35% Increased
124
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$3.37B -$144M 6 28.63% Reduced
125
Primecap Management
Primecap Management
California
$3.36B +$66.5M 11 2.66% Increased