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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
Harris Associates
Harris Associates
Illinois
$1.66B -$19.9M 4 2.67% Reduced
127
BAMCO Inc
BAMCO Inc
New York
$1.65B -$33.7M 10 7.23% Reduced
128
Wellcome Trust
Wellcome Trust
United Kingdom
$1.6B $0 3 25.73% Maintained
129
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.58B -$29.4M 31 6.46% Reduced
130
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.57B +$41.2M 21 4% Increased
131
Millennium Management
Millennium Management
New York
$1.56B +$461M 61 2.04% Increased
132
US Bancorp
US Bancorp
Minnesota
$1.54B -$12.6M 48 4.72% Reduced
133
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.52B -$99.4M 22 4.96% Reduced
134
Macquarie Group
Macquarie Group
Australia
$1.52B -$19.8M 42 2.62% Reduced
135
Private Advisor Group
Private Advisor Group
New Jersey
$1.48B +$1.32B 12 24.28% Increased
136
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.48B -$30.6M 4 13.99% Reduced
137
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.47B $0 2 6.67% Maintained
138
ProShare Advisors
ProShare Advisors
Maryland
$1.47B -$152M 32 9.87% Reduced
139
STRS Ohio
STRS Ohio
Ohio
$1.46B -$42.5M 31 6.29% Reduced
140
PGP
Prescott General Partners
Florida
$1.46B $0 5 55.21% Maintained
141
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.46B -$33.9M 32 9.43% Reduced
142
Prudential plc
Prudential plc
United Kingdom
$1.4B -$55.7M 15 4.39% Reduced
143
Aperio Group
Aperio Group
California
$1.38B +$14.7M 35 6.61% Increased
144
Stifel Financial
Stifel Financial
Missouri
$1.38B -$2.6M 33 4.23% Reduced
145
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37B -$23M 30 6.94% Reduced
146
JSP
Jackson Square Partners
California
$1.34B -$162M 8 6.86% Reduced
147
SEI Investments
SEI Investments
Pennsylvania
$1.34B +$597M 49 4.56% Increased
148
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.3B +$196M 21 3.09% Increased
149
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.29B +$152M 22 2.61% Increased
150
NEAM
New England Asset Management
Connecticut
$1.28B -$341K 4 23.15% Reduced