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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
Allianz Asset Management
Allianz Asset Management
Germany
$5.25B -$30M 42 7.34% Reduced
102
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.21B -$3.47M 59 9.34% Reduced
103
Korea Investment Corp
Korea Investment Corp
South Korea
$5.08B +$9.39M 24 12.06% Increased
104
Victory Capital Management
Victory Capital Management
Texas
$5.05B -$214M 60 4.87% Reduced
105
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.02B -$872M 56 5.75% Reduced
106
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.01B -$151M 41 9.29% Reduced
107
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.01B +$324M 7 18.01% Increased
108
Pictet Asset Management
Pictet Asset Management
Switzerland
$5B -$117M 49 5.51% Reduced
109
SEI Investments
SEI Investments
Pennsylvania
$4.98B +$398M 71 6.47% Increased
110
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.92B -$78.5M 22 12.1% Reduced
111
William Blair Investment Management
William Blair Investment Management
Illinois
$4.9B +$618M 15 12.08% Increased
112
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.77B +$449M 24 11.83% Increased
113
Artisan Partners
Artisan Partners
Wisconsin
$4.68B +$471M 16 6.96% Increased
114
Mariner
Mariner
Kansas
$4.66B +$202M 55 8.27% Increased
115
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.65B +$682M 17 9.25% Increased
116
US Bancorp
US Bancorp
Minnesota
$4.64B -$5.44M 75 5.96% Reduced
117
Corient Private Wealth
Corient Private Wealth
Florida
$4.64B -$64.6M 43 7.25% Reduced
118
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.49B -$153M 31 10.24% Reduced
119
Primecap Management
Primecap Management
California
$4.47B +$8.35M 11 3.29% Increased
120
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.39B -$24.8M 19 8.85% Reduced
121
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.32B +$341M 34 6.02% Increased
122
HighTower Advisors
HighTower Advisors
Illinois
$4.24B -$61.6M 46 6.05% Reduced
123
Aviva
Aviva
United Kingdom
$4.16B +$108M 29 10.79% Increased
124
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.13B -$142M 48 6.26% Reduced
125
ProShare Advisors
ProShare Advisors
Maryland
$4.07B +$390M 56 9.98% Increased