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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
Mariner
Mariner
Kansas
$6.39B +$334M 60 8.25% Increased
102
Lazard Asset Management
Lazard Asset Management
New York
$6.39B +$159M 43 8.6% Increased
103
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.34B +$74.1M 32 10.41% Increased
104
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.31B +$262M 48 7.64% Increased
105
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.26B -$2.04B 79 3.54% Reduced
106
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.23B +$102M 38 10.34% Increased
107
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.17B -$78.2M 11 14.3% Reduced
108
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.07B +$264M 46 5.85% Increased
109
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.99B +$710M 27 10.58% Increased
110
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.9B +$93.1M 52 10.1% Increased
111
Royal London Asset Management
Royal London Asset Management
United Kingdom
$5.82B +$55.4M 27 12.5% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.8B -$45.3M 30 11.31% Reduced
113
First Trust Advisors
First Trust Advisors
Illinois
$5.77B +$246M 49 4.29% Increased
114
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.77B +$463K 40 9.7% Increased
115
Korea Investment Corp
Korea Investment Corp
South Korea
$5.61B -$68.5M 23 11.54% Reduced
116
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.48B +$78.4M 33 12.04% Increased
117
Natixis Advisors
Natixis Advisors
Massachusetts
$5.45B +$481M 30 7.95% Increased
118
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.42B +$681M 7 17.9% Increased
119
Artisan Partners
Artisan Partners
Wisconsin
$5.36B +$569M 12 7.6% Increased
120
Polen Capital Management
Polen Capital Management
Florida
$5.26B -$751M 24 17.06% Reduced
121
Brown Advisory
Brown Advisory
Maryland
$5.25B -$283M 26 6.84% Reduced
122
Danske Bank
Danske Bank
Denmark
$5.22B -$351M 37 12.98% Reduced
123
ProShare Advisors
ProShare Advisors
Maryland
$5.09B -$840M 56 10.65% Reduced
124
Holocene Advisors
Holocene Advisors
New York
$5.08B +$86.4M 21 11.58% Increased
125
US Bancorp
US Bancorp
Minnesota
$5.06B -$68.8M 77 6% Reduced