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 |
Lazard Asset Management
New York
| $5.54B | -$590M | 61 | 7.62% | Reduced |
|
| 102 |
Polen Capital Management
Boca Raton,
Florida
| $5.5B | -$1.32B | 20 | 16.89% | Reduced |
|
| 103 |
SEI Investments
Oaks,
Pennsylvania
| $5.47B | -$136M | 79 | 6.34% | Reduced |
|
| 104 |
Fayez Sarofim & Co
Houston,
Texas
| $5.45B | -$254M | 11 | 13.07% | Reduced |
|
| 105 |
Aviva
London,
United Kingdom
| $5.39B | +$372M | 34 | 11.12% | Increased |
|
| 106 |
ProShare Advisors
Bethesda,
Maryland
| $5.34B | +$244M | 60 | 10.65% | Increased |
|
| 107 |
Pictet Asset Management
Carouge,
Switzerland
| $5.28B | -$55M | 49 | 5.37% | Reduced |
|
| 108 |
Royal London Asset Management
United Kingdom
| $5.27B | -$375M | 27 | 12.02% | Reduced |
|
| 109 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $5.26B | +$209M | 48 | 6.82% | Increased |
|
| 110 |
Primecap Management
Pasadena,
California
| $5.25B | +$357M | 13 | 4.16% | Increased |
|
| 111 |
CIBC Private Wealth Group
Atlanta,
Georgia
| $5.24B | -$11M | 55 | 9.35% | Reduced |
|
| 112 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| $5.2B | -$802K | 29 | 10.87% | Reduced |
|
| 113 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| $5.19B | +$195M | 40 | 9.26% | Increased |
|
| 114 |
Brown Advisory
Baltimore,
Maryland
| $5.19B | -$336M | 26 | 6.83% | Reduced |
|
| 115 |
Mariner
Overland Park,
Kansas
| $5.19B | +$371M | 60 | 7.49% | Increased |
|
| 116 |
Acadian Asset Management
Boston,
Massachusetts
| $5.17B | +$493M | 62 | 10.67% | Increased |
|
| 117 |
Korea Investment Corp
Seoul,
South Korea
| $5.04B | -$128M | 22 | 11.21% | Reduced |
|
| 118 |
First Trust Advisors
Wheaton,
Illinois
| $5.04B | +$135M | 48 | 4.05% | Increased |
|
| 119 |
Danske Bank
Copenhagen K,
Denmark
| $5B | +$535M | 40 | 12.42% | Increased |
|
| 120 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $4.82B | +$465M | 33 | 11.18% | Increased |
|
| 121 |
Two Sigma Advisers
New York
| $4.77B | +$646M | 70 | 9.78% | Increased |
|
| 122 |
Holocene Advisors
New York
| $4.7B | +$876M | 16 | 11.47% | Increased |
|
| 123 |
US Bancorp
Minneapolis,
Minnesota
| $4.59B | -$50.1M | 79 | 5.78% | Reduced |
|
| 124 |
William Blair Investment Management
Chicago,
Illinois
| $4.56B | -$278M | 17 | 12.09% | Reduced |
|
| 125 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| $4.45B | +$364M | 25 | 9.11% | Increased |
|