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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
AQR Capital Management
AQR Capital Management
Connecticut
$5.28B +$788M 76 5.44% Increased
102
Victory Capital Management
Victory Capital Management
Texas
$5.22B -$65.8M 56 5.34% Reduced
103
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.19B -$22M 37 10.36% Reduced
104
SEI Investments
SEI Investments
Pennsylvania
$5.19B +$266M 79 6.67% Increased
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.09B -$189M 27 11.74% Reduced
106
Pictet Asset Management
Pictet Asset Management
Switzerland
$5.02B +$94.7M 47 5.57% Increased
107
Primecap Management
Primecap Management
California
$5.01B -$219M 14 4.14% Reduced
108
Korea Investment Corp
Korea Investment Corp
South Korea
$5B -$46.7M 24 12.11% Reduced
109
Brown Advisory
Brown Advisory
Maryland
$4.93B -$491M 23 7.04% Reduced
110
ProShare Advisors
ProShare Advisors
Maryland
$4.9B +$544M 57 11.06% Increased
111
Mariner
Mariner
Kansas
$4.86B +$171M 59 8.08% Increased
112
Aviva
Aviva
United Kingdom
$4.84B +$642M 34 11.67% Increased
113
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.79B -$187M 43 6.81% Reduced
114
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.67B -$222M 40 9.16% Reduced
115
US Bancorp
US Bancorp
Minnesota
$4.55B -$23.7M 79 6.08% Reduced
116
First Trust Advisors
First Trust Advisors
Illinois
$4.55B +$657M 49 4.03% Increased
117
D.E. Shaw & Co
D.E. Shaw & Co
New York
$4.5B -$887M 75 4.01% Reduced
118
William Blair Investment Management
William Blair Investment Management
Illinois
$4.4B -$129M 17 12.35% Reduced
119
Acadian Asset Management
Acadian Asset Management
Massachusetts
$4.36B +$166M 59 12.32% Increased
120
Danske Bank
Danske Bank
Denmark
$4.29B +$12.5M 39 13.12% Increased
121
SG Americas Securities
SG Americas Securities
New York
$4.29B +$714M 84 14.06% Increased
122
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.29B +$209M 48 6.07% Increased
123
Natixis Advisors
Natixis Advisors
Massachusetts
$4.27B +$262M 31 7.9% Increased
124
Corient Private Wealth
Corient Private Wealth
Florida
$4.26B -$252M 39 6.96% Reduced
125
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$4.25B +$82.6M 56 8.97% Increased