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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
Pictet Asset Management
Pictet Asset Management
Switzerland
$4.37B -$41.6M 44 4.76% Reduced
102
Canada Life
Canada Life
Manitoba, Canada
$4.31B +$47.6M 48 8.68% Increased
103
Sanders Capital
Sanders Capital
Florida
$4.28B +$47.9M 2 7.14% Increased
104
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.23B -$149M 62 8.29% Reduced
105
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$4.23B -$514M 9 2.59% Reduced
106
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.22B +$124M 21 10.53% Increased
107
Korea Investment Corp
Korea Investment Corp
South Korea
$4.18B -$272M 26 10.61% Reduced
108
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$4.13B -$7.99M 10 12.3% Reduced
109
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.09B +$142M 41 7.62% Increased
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.09B -$331M 34 9.37% Reduced
111
Citadel Advisors
Citadel Advisors
Florida
$4.04B +$184M 129 0.78% Increased
112
Allianz Asset Management
Allianz Asset Management
Germany
$3.99B -$325M 35 6.16% Reduced
113
First Trust Advisors
First Trust Advisors
Illinois
$3.97B +$708M 46 4.03% Increased
114
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.87B +$681M 74 8.4% Increased
115
Two Sigma Advisers
Two Sigma Advisers
New York
$3.86B +$491M 81 8.95% Increased
116
US Bancorp
US Bancorp
Minnesota
$3.77B -$51.4M 72 5.26% Reduced
117
Artisan Partners
Artisan Partners
Wisconsin
$3.74B +$437M 16 5.41% Increased
118
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.73B -$52K 5 14.05% Reduced
119
Corient Private Wealth
Corient Private Wealth
Florida
$3.7B -$225M 39 6.58% Reduced
120
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$3.56B +$258M 24 9.46% Increased
121
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.54B -$481M 22 7.13% Reduced
122
HighTower Advisors
HighTower Advisors
Illinois
$3.5B -$263M 54 5.67% Reduced
123
William Blair & Company
William Blair & Company
Illinois
$3.49B +$33M 31 10.95% Increased
124
SEI Investments
SEI Investments
Pennsylvania
$3.48B +$109M 71 5.1% Increased
125
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.47B +$140M 39 11.86% Increased