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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$6.52B -$198M 45 11.53% Reduced
102
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.51B +$78.2M 40 10.57% Increased
103
Pictet Asset Management
Pictet Asset Management
Switzerland
$6.49B +$341M 47 6.3% Increased
104
ProShare Advisors
ProShare Advisors
Maryland
$6.43B +$1.14B 59 11.35% Increased
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$6.3B -$277M 32 11.13% Reduced
106
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$6.17B -$282M 11 14.82% Reduced
107
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.08B -$505M 72 9.99% Reduced
108
Tiger Global Management
Tiger Global Management
New York
$6.08B -$11.7M 11 20.45% Reduced
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$5.97B -$120M 33 11.6% Reduced
110
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.95B $0 1 45.97% Maintained
111
Korea Investment Corp
Korea Investment Corp
South Korea
$5.93B +$80.5M 24 11.67% Increased
112
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.88B -$251M 76 3.22% Reduced
113
Royal London Asset Management
Royal London Asset Management
United Kingdom
$5.87B -$115M 27 12.35% Reduced
114
Canada Life
Canada Life
Manitoba, Canada
$5.87B -$1.72B 38 10.21% Reduced
115
BC Partners
BC Partners
New York
$5.83B -$461M 1 83.49% Reduced
116
Natixis Advisors
Natixis Advisors
Massachusetts
$5.83B +$154M 28 8.26% Increased
117
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5.8B -$340M 60 9.8% Reduced
118
Danske Bank
Danske Bank
Denmark
$5.56B +$110M 38 12.93% Increased
119
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.56B +$582M 21 9.43% Increased
120
First Trust Advisors
First Trust Advisors
Illinois
$5.48B -$279M 50 3.98% Reduced
121
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.39B +$1.19B 19 4.1% Increased
122
Corient Private Wealth
Corient Private Wealth
Florida
$5.27B +$762M 45 7.16% Increased
123
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.25B +$1.76B 34 5.98% Increased
124
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$5.25B -$168M 34 12.47% Reduced
125
US Bancorp
US Bancorp
Minnesota
$5.23B -$81.7M 77 6.13% Reduced