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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.14B +$36.7M 45 6.8% Increased
127
HighTower Advisors
HighTower Advisors
Illinois
$3.09B -$14.3M 48 6.88% Reduced
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$3.08B +$11.9M 39 9.79% Increased
129
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.07B +$359M 46 6% Increased
130
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$3.06B +$14.3M 46 5.77% Increased
131
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.98B -$1.98B 5 17.72% Reduced
132
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.97B -$112M 29 3.71% Reduced
133
Lazard Asset Management
Lazard Asset Management
New York
$2.96B -$314M 52 3.43% Reduced
134
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.96B -$50.4M 42 13.43% Reduced
135
Renaissance Technologies
Renaissance Technologies
New York
$2.96B +$698M 116 3.47% Increased
136
Temasek Holdings
Temasek Holdings
Singapore
$2.95B +$262M 11 12.44% Increased
137
William Blair & Company
William Blair & Company
Illinois
$2.93B -$36.9M 38 10.28% Reduced
138
Truist Financial
Truist Financial
North Carolina
$2.93B +$24.2M 45 4.63% Increased
139
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9B -$114M 37 10.25% Reduced
140
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.89B +$230M 38 11.43% Increased
141
Sanders Capital
Sanders Capital
Florida
$2.85B +$3.22M 1 6.2% Increased
142
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.8B +$175M 28 10.94% Increased
143
Baird Financial Group
Baird Financial Group
Wisconsin
$2.79B -$15M 22 6.9% Reduced
144
Marshall Wace
Marshall Wace
United Kingdom
$2.71B -$817M 69 5.14% Reduced
145
First Trust Advisors
First Trust Advisors
Illinois
$2.69B -$558M 59 2.76% Reduced
146
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$2.68B +$8.68M 4 49.18% Increased
147
Wellcome Trust
Wellcome Trust
United Kingdom
$2.65B +$43.9M 5 27.71% Increased
148
Natixis
Natixis
France
$2.65B -$991M 33 9.22% Reduced
149
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.64B +$215M 19 3.75% Increased
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$2.63B -$88.4M 32 3.52% Reduced