← All themes

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

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Natixis Advisors Boston, Massachusetts	$1.55B	+$321M	29	6.36%	Increased
227	E Fund Management Guangzhou, China	$1.54B	+$1.8B	17	64.34%	New
228	Gates Foundation Trust Kirkland, Washington	$1.54B	-$200M	3	6.64%	Reduced
229	Mawer Investment Management Calgary, Alberta, Canada	$1.54B	+$293M	9	7.36%	Increased
230	Polar Capital Holdings London, United Kingdom	$1.52B	+$38.8M	15	6.22%	Increased
231	Harris Associates Chicago, Illinois	$1.52B	+$679M	6	2.41%	Increased
232	Creative Planning Overland Park, Kansas	$1.51B	+$71.7M	33	2.68%	Increased
233	PGP Prescott General Partners Boca Raton, Florida	$1.51B	-$58.4M	4	50.81%	Reduced
234	Orbis Allan Gray Hamilton, Bermuda	$1.51B	+$676M	4	10.34%	Increased
235	AIG American International Group New York	$1.5B	+$2.72M	73	8%	Increased
236	Nisa Investment Advisors St. Louis, Missouri	$1.5B	+$259M	42	9.11%	Increased
237	Westfield Capital Management Boston, Massachusetts	$1.5B	+$132M	11	9.05%	Increased
238	Two Sigma Advisers New York	$1.48B	-$789M	57	3.84%	Reduced
239	ACI AMP Capital Investors Sydney, Australia	$1.47B	-$271M	37	8.1%	Reduced
240	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.45B	+$146M	24	8.26%	Increased
241	GIM Genesis Investment Management London, United Kingdom	$1.44B	+$310M	7	48.47%	Increased
242	SGA SB Global Advisers London, United Kingdom	$1.44B	+$1.91B	2	68.11%	New
243	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.43B	-$4.54M	15	57.66%	Reduced
244	USS Investment Management London, United Kingdom	$1.4B	-$394M	23	11.84%	Reduced
245	Dragoneer Investment Group San Francisco, California	$1.4B	-$247M	10	18.47%	Reduced
246	Zevenbergen Capital Investments Edmonds, Washington	$1.4B	-$19.7M	12	26.51%	Reduced
247	Sustainable Growth Advisers Stamford, Connecticut	$1.39B	-$288M	4	7.07%	Reduced
248	Wasatch Advisors Salt Lake City, Utah	$1.39B	+$141M	10	5.63%	Increased
249	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.39B	-$425M	14	18.12%	Reduced
250	Rockefeller Capital Management New York	$1.38B	+$56.1M	75	7.23%	Increased