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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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.79B +$22.6M 51 6.99% Increased
152
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$2.78B -$37.3M 50 5.62% Reduced
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.76B -$209M 40 12.17% Reduced
154
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.74B +$270M 26 5.83% Increased
155
Los Angeles Capital Management
Los Angeles Capital Management
California
$2.74B -$111M 47 12.49% Reduced
156
Dodge & Cox
Dodge & Cox
California
$2.72B +$574M 11 1.77% Increased
157
Cresset Asset Management
Cresset Asset Management
Illinois
$2.69B -$11.7M 30 36.14% Reduced
158
William Blair Investment Management
William Blair Investment Management
Illinois
$2.67B +$382M 19 7.53% Increased
159
Truist Financial
Truist Financial
North Carolina
$2.66B +$36M 48 4.36% Increased
160
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.64B -$110M 50 5.35% Reduced
161
HighTower Advisors
HighTower Advisors
Illinois
$2.59B +$246M 51 6.92% Increased
162
VVP
Vulcan Value Partners
Alabama
$2.59B +$86.3M 3 13.89% Increased
163
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.57B -$2.47B 38 3.21% Reduced
164
Baird Financial Group
Baird Financial Group
Wisconsin
$2.57B +$47.8M 29 6.56% Increased
165
Osaic Holdings
Osaic Holdings
Arizona
$2.53B +$172M 129 5.28% Increased
166
Viking Global Investors
Viking Global Investors
Connecticut
$2.52B -$383M 6 6.92% Reduced
167
SEI Investments
SEI Investments
Pennsylvania
$2.51B -$18.9M 67 5.27% Reduced
168
Krane Funds Advisors
Krane Funds Advisors
New York
$2.5B +$1.64B 19 51.86% Increased
169
KBC Group
KBC Group
Belgium
$2.48B -$216M 38 9.08% Reduced
170
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.45B +$25.8M 26 9.95% Increased
171
Generation Investment Management
Generation Investment Management
United Kingdom
$2.43B +$178M 3 10.09% Increased
172
Asset Management One
Asset Management One
Japan
$2.38B -$23.5M 40 9.13% Reduced
173
STRS Ohio
STRS Ohio
Ohio
$2.37B -$49.3M 46 8.9% Reduced
174
First Manhattan
First Manhattan
New York
$2.35B +$25.8M 42 8.66% Increased
175
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$2.31B +$115M 1 6.78% Increased