← All themes E-Commerce

Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.63B -$236M 19 3.94% Reduced
27
Temasek Holdings
Temasek Holdings
Singapore
$4.46B +$511M 2 34.81% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$4.43B +$186M 28 4.67% Increased
29
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.39B -$504M 2 3.39% Reduced
30
UBS AM
UBS AM
Illinois
$4.18B +$98.1M 24 4.73% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$4.01B +$41.9M 23 3.45% Increased
32
American Century Companies
American Century Companies
Missouri
$3.74B -$250M 12 4.26% Reduced
33
OppenheimerFunds
OppenheimerFunds
New York
$3.56B -$634M 17 4.67% Reduced
34
Franklin Resources
Franklin Resources
California
$3.42B +$228M 12 1.84% Increased
35
Fisher Asset Management
Fisher Asset Management
Washington
$3.41B +$125M 8 6.33% Increased
36
Sands Capital Management
Sands Capital Management
Virginia
$3.35B -$53.8M 4 10.35% Reduced
37
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.31B +$227M 32 5.07% Increased
38
Charles Schwab
Charles Schwab
California
$3.18B +$56M 26 3.98% Increased
39
Viking Global Investors
Viking Global Investors
Connecticut
$3.14B +$278M 3 13.36% Increased
40
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.14B -$42.7M 11 6.3% Reduced
41
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.11B -$97.1M 7 1.57% Reduced
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.09B +$142M 9 5.32% Increased
43
Allianz Asset Management
Allianz Asset Management
Germany
$3.06B -$129M 18 3.26% Reduced
44
Swiss National Bank
Swiss National Bank
Switzerland
$3.04B +$331M 23 4.92% Increased
45
Dodge & Cox
Dodge & Cox
California
$3.01B +$94.3M 6 2.97% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3B +$83.3M 30 4.37% Increased
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.99B +$115M 26 1.72% Increased
48
Credit Suisse
Credit Suisse
Switzerland
$2.91B +$359M 32 3.23% Increased
49
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.86B -$42.3M 31 3.62% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.77B -$49.2M 30 4.48% Reduced