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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
Lazard Asset Management
Lazard Asset Management
New York
$2.32B +$144M 59 3.14% Increased
127
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.32B +$12.1M 38 5.05% Increased
128
Generation Investment Management
Generation Investment Management
United Kingdom
$2.31B +$716M 5 12.59% Increased
129
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.3B +$172M 34 10.17% Increased
130
Marshall Wace
Marshall Wace
United Kingdom
$2.28B +$200M 74 4.68% Increased
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.26B -$9.45M 34 8.6% Reduced
132
AQR Capital Management
AQR Capital Management
Connecticut
$2.26B -$383M 41 5.11% Reduced
133
Sanders Capital
Sanders Capital
Florida
$2.23B -$2.5M 1 5.65% Reduced
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23B +$76.2M 36 9.45% Increased
135
William Blair & Company
William Blair & Company
Illinois
$2.22B +$945K 34 9.83% Increased
136
Alkeon Capital Management
Alkeon Capital Management
New York
$2.21B -$180M 16 5.95% Reduced
137
Axa
Axa
France
$2.2B -$235M 27 8.14% Reduced
138
Truist Financial
Truist Financial
North Carolina
$2.16B -$75.4M 39 3.96% Reduced
139
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.16B -$15.5M 40 11.83% Reduced
140
Baird Financial Group
Baird Financial Group
Wisconsin
$2.15B -$5.75M 22 5.96% Reduced
141
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.14B -$350M 29 10.51% Reduced
142
Fred Alger Management
Fred Alger Management
New York
$2.12B -$617M 22 9.9% Reduced
143
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.11B -$747M 21 5.04% Reduced
144
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.07B +$71.3M 28 9.58% Increased
145
First Trust Advisors
First Trust Advisors
Illinois
$2.07B +$95.1M 52 2.55% Increased
146
Harris Associates
Harris Associates
Illinois
$2.06B +$791M 7 3.28% Increased
147
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.05B -$225M 41 5.47% Reduced
148
HA
HHLR Advisors
Cayman Islands
$2.03B +$615M 15 43.44% Increased
149
First Manhattan
First Manhattan
New York
$2.01B -$23.2M 34 8.11% Reduced
150
BAMCO Inc
BAMCO Inc
New York
$2.01B +$3.08M 14 6.45% Increased