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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
151
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.08B -$85M 24 5.26% Reduced
152
Edgewood Management
Edgewood Management
Connecticut
$2.06B +$89.5M 2 4.97% Increased
153
JSP
Jackson Square Partners
California
$2.05B +$221M 7 10.3% Increased
154
Asset Management One
Asset Management One
Japan
$2.04B -$61.5M 33 10.04% Reduced
155
Two Sigma Advisers
Two Sigma Advisers
New York
$2.03B -$39.5M 54 5.98% Reduced
156
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.03B +$21.3M 36 6.46% Increased
157
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.02B +$452M 7 10.53% Increased
158
LPL Financial
LPL Financial
California
$2B +$96.9M 50 3.48% Increased
159
Wellcome Trust
Wellcome Trust
United Kingdom
$2B -$358M 4 30.36% Reduced
160
Truist Financial
Truist Financial
North Carolina
$1.96B -$23.2M 31 4.4% Reduced
161
Dodge & Cox
Dodge & Cox
California
$1.96B -$241M 9 1.8% Reduced
162
SEI Investments
SEI Investments
Pennsylvania
$1.93B -$126M 53 5.98% Reduced
163
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.92B +$36.7M 34 7.23% Increased
164
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.9B +$18.2M 10 40.17% Increased
165
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.89B -$70.6M 16 9.15% Reduced
166
Macquarie Group
Macquarie Group
Australia
$1.88B -$75.5M 56 3.23% Reduced
167
Man Group
Man Group
United Kingdom
$1.87B -$139M 45 9.43% Reduced
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.87B -$240M 46 11.89% Reduced
169
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.86B -$230M 22 6.52% Reduced
170
KBC Group
KBC Group
Belgium
$1.84B +$139M 31 12.16% Increased
171
Prudential plc
Prudential plc
United Kingdom
$1.83B -$116M 19 8.79% Reduced
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.82B -$35.1M 37 10.39% Reduced
173
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.81B +$143M 47 1.77% Increased
174
Aviva
Aviva
United Kingdom
$1.81B -$50.3M 26 11.27% Reduced
175
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.8B -$160M 23 8.82% Reduced