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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
Maverick Capital
Maverick Capital
Texas
$3.53B -$147M 16 39.94% Reduced
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.5B -$89.3M 14 11.28% Reduced
128
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.45B -$239M 7 12.78% Reduced
129
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$3.43B +$73.3M 5 53.37% Increased
130
Axa
Axa
France
$3.4B +$31.4M 33 8.69% Increased
131
Coatue Management
Coatue Management
New York
$3.39B -$1.7B 13 15.05% Reduced
132
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.39B +$20.2M 53 7.63% Increased
133
Lazard Asset Management
Lazard Asset Management
New York
$3.38B -$98.4M 50 3.6% Reduced
134
Cresset Asset Management
Cresset Asset Management
Illinois
$3.37B +$49.3M 29 32.51% Increased
135
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.35B +$304M 57 7.17% Increased
136
Los Angeles Capital Management
Los Angeles Capital Management
California
$3.31B +$133M 37 12.33% Increased
137
SCGE Management
SCGE Management
California
$3.29B -$99.7M 7 37.37% Reduced
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.28B +$255M 25 7.1% Increased
139
Temasek Holdings
Temasek Holdings
Singapore
$3.27B +$414M 11 11.79% Increased
140
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.26B +$950M 69 4.65% Increased
141
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.23B +$43.3M 47 6.96% Increased
142
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.2B -$124M 41 9.26% Reduced
143
William Blair & Company
William Blair & Company
Illinois
$3.2B +$169M 42 10.03% Increased
144
HighTower Advisors
HighTower Advisors
Illinois
$3.19B +$224M 45 7% Increased
145
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$3.15B +$92.5M 35 4.25% Increased
146
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$3.15B +$54.5M 42 7.66% Increased
147
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.14B -$17.5M 50 5.86% Reduced
148
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$3.13B +$288M 33 3.83% Increased
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.11B -$197M 35 10.44% Reduced
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$3.09B -$25.9M 41 12.65% Reduced