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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $455B | +$7.94B | 120 | 9.94% | Increased |
|
| 2 |
BlackRock
New York
| $362B | +$5.61B | 132 | 9.22% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $197B | +$6.56B | 124 | 9.59% | Increased |
|
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
| $176B | -$1.85B | 2 | 49.98% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $134B | +$2.36B | 112 | 10.27% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $102B | +$2.78B | 138 | 10.62% | Increased |
|
| 7 |
Morgan Stanley
New York
| $101B | +$3.06B | 151 | 8.89% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $85.3B | -$2.63B | 81 | 11.47% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $74.5B | +$3.44B | 131 | 7.15% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $64.7B | +$1.89B | 55 | 11.31% | Increased |
|
| 11 |
Bank of Montreal
Toronto,
Ontario, Canada
| $63.4B | +$1.24B | 60 | 19.22% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $52.9B | -$1.78B | 113 | 9.58% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $44.2B | -$1.65B | 134 | 4.45% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $40.6B | -$1.28B | 102 | 8.24% | Reduced |
|
| 15 |
Legal & General Group
London,
United Kingdom
| $36.8B | +$614M | 97 | 11.44% | Increased |
|
| 16 |
Wellington Management Group
Boston,
Massachusetts
| $33.7B | -$29M | 40 | 6.28% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $33B | -$363M | 116 | 6.08% | Reduced |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $32.8B | -$157M | 25 | 26.02% | Reduced |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $31.9B | -$1.49B | 17 | 7.86% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $31.5B | -$22.8M | 89 | 10.11% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $31.3B | +$800M | 92 | 7.96% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $27.9B | +$60.3M | 75 | 10.96% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $26.9B | +$276M | 94 | 6.4% | Increased |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25.9B | +$2.04B | 128 | 6.05% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $21.3B | -$427M | 74 | 6.37% | Reduced |
|