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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
Coatue Management
Coatue Management
New York
$1.7B -$799M 10 17.84% Reduced
127
DZ Bank
DZ Bank
Germany
$1.67B -$305M 16 5.94% Reduced
128
Harris Associates
Harris Associates
Illinois
$1.67B -$97.5M 4 2.62% Reduced
129
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.66B -$77.2M 20 4.04% Reduced
130
Two Sigma Advisers
Two Sigma Advisers
New York
$1.64B +$415M 42 3.99% Increased
131
Aperio Group
Aperio Group
California
$1.63B +$28.6M 35 7.2% Increased
132
Stifel Financial
Stifel Financial
Missouri
$1.63B +$34.5M 35 4.67% Increased
133
Gates Foundation Trust
Gates Foundation Trust
Washington
$1.62B $0 2 6.27% Maintained
134
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.62B -$69M 32 9.76% Reduced
135
PGP
Prescott General Partners
Florida
$1.62B +$26.1M 5 54.43% Increased
136
Citadel Advisors
Citadel Advisors
Florida
$1.59B -$299M 69 0.71% Reduced
137
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.58B -$22.7M 28 7.8% Reduced
138
Wellcome Trust
Wellcome Trust
United Kingdom
$1.58B +$16.1M 3 24.92% Increased
139
ProShare Advisors
ProShare Advisors
Maryland
$1.56B -$157M 36 10.56% Reduced
140
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.56B +$37M 22 2.84% Increased
141
STRS Ohio
STRS Ohio
Ohio
$1.55B -$159M 32 6.8% Reduced
142
BAMCO Inc
BAMCO Inc
New York
$1.54B -$97M 13 6.37% Reduced
143
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.49B -$275M 21 4.68% Reduced
144
Parnassus Investments
Parnassus Investments
California
$1.44B +$94.4M 3 5.48% Increased
145
Prudential plc
Prudential plc
United Kingdom
$1.41B -$96.3M 15 4.55% Reduced
146
William Blair & Company
William Blair & Company
Illinois
$1.4B -$909K 25 8.6% Reduced
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.39B -$51.9M 11 6.56% Reduced
148
Harding Loevner
Harding Loevner
New Jersey
$1.39B +$203M 6 7.22% Increased
149
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.37B +$428M 18 8.65% Increased
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.37B +$9.48M 20 3.19% Increased