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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
126
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.42B -$304M 41 5.55% Reduced
127
Creative Planning
Creative Planning
Kansas
$5.38B +$227M 74 3.15% Increased
128
US Bancorp
US Bancorp
Minnesota
$5.36B +$8.46M 72 5.85% Increased
129
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.26B $0 1 13.87% Maintained
130
Lazard Asset Management
Lazard Asset Management
New York
$5.14B +$47.8M 47 7.78% Increased
131
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.1B +$964M 2 15.57% Increased
132
Boston Partners
Boston Partners
Massachusetts
$5.09B +$1.89B 20 4.52% Increased
133
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$5.03B +$9.59M 61 9.63% Increased
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$5.01B -$196M 46 5.01% Reduced
135
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.95B -$556M 15 2.48% Reduced
136
ProShare Advisors
ProShare Advisors
Maryland
$4.93B -$1.16B 46 7.13% Reduced
137
Corient Private Wealth
Corient Private Wealth
Florida
$4.9B -$209M 58 6.78% Reduced
138
WCM Investment Management
WCM Investment Management
California
$4.87B -$641M 12 8.83% Reduced
139
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$4.86B +$834M 32 7.3% Increased
140
Cerity Partners
Cerity Partners
New York
$4.77B +$139M 63 5.77% Increased
141
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$4.55B +$113M 13 11.54% Increased
142
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.53B -$101M 54 7.35% Reduced
143
Parnassus Investments
Parnassus Investments
California
$4.53B +$346M 7 12.1% Increased
144
KBC Group
KBC Group
Belgium
$4.53B -$348M 46 9.78% Reduced
145
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.52B -$405M 2 23.21% Reduced
146
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.51B +$12.4M 47 9.11% Increased
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.47B -$71M 16 11.53% Reduced
148
Tiger Global Management
Tiger Global Management
New York
$4.46B -$678M 8 18.61% Reduced
149
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$4.44B +$313M 42 6.56% Increased
150
Two Sigma Investments
Two Sigma Investments
New York
$4.44B -$289M 89 3.21% Reduced