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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
Winslow Capital Management
Winslow Capital Management
Minnesota
$5.12B -$453M 6 17.18% Reduced
127
HighTower Advisors
HighTower Advisors
Illinois
$5.05B -$60M 44 5.52% Reduced
128
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.88B +$218M 40 8.43% Increased
129
Jane Street
Jane Street
New York
$4.78B -$26.6M 116 0.72% Reduced
130
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.73B +$1.78B 63 4.81% Increased
131
Pershing Square Capital Management
Pershing Square Capital Management
New York
$4.69B +$860M 2 30.18% Increased
132
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.67B -$1.61B 25 6.92% Reduced
133
Creative Planning
Creative Planning
Kansas
$4.63B +$220M 68 3.32% Increased
134
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$4.61B -$217M 34 6.8% Reduced
135
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$4.6B +$4.66B 33 6.93% New
136
Quantinno Capital Management
Quantinno Capital Management
New York
$4.59B +$1.05B 68 9.22% Increased
137
NMO
Newlands Management Operations
Texas
$4.58B -$6.87M 6 23.62% Reduced
138
KBC Group
KBC Group
Belgium
$4.56B +$121M 39 10.41% Increased
139
Brown Advisory
Brown Advisory
Maryland
$4.55B -$725M 27 6.35% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$4.47B -$26.2M 15 12.08% Reduced
141
APG Asset Management
APG Asset Management
Netherlands
$4.43B -$257M 22 12.58% Reduced
142
Baird Financial Group
Baird Financial Group
Wisconsin
$4.37B +$13.1M 23 6.82% Increased
143
Lazard Asset Management
Lazard Asset Management
New York
$4.36B -$2.26B 48 7.38% Reduced
144
Holocene Advisors
Holocene Advisors
New York
$4.34B -$643M 20 9.12% Reduced
145
Cerity Partners
Cerity Partners
New York
$4.29B +$195M 55 6.25% Increased
146
William Blair & Company
William Blair & Company
Illinois
$4.29B -$102M 31 11.51% Reduced
147
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$4.27B +$4.21B 15 12.12% New
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.26B -$191M 47 9.52% Reduced
149
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.21B -$461M 47 5.62% Reduced
150
Artisan Partners
Artisan Partners
Wisconsin
$4.19B -$888M 13 6.28% Reduced