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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

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	AIG American International Group New York	$1.49B	+$17.4M	81	6.13%	Increased
227	Arizona State Retirement System Phoenix, Arizona	$1.49B	+$10M	46	11.27%	Increased
228	Circle Wealth Management Summit, New Jersey	$1.48B	-$298M	4	37.51%	Reduced
229	CI Investments Inc Toronto, Ontario, Canada	$1.46B	-$209M	29	7.56%	Reduced
230	Cambridge Investment Research Advisors Fairfield, Iowa	$1.4B	-$17.9M	35	5.96%	Reduced
231	Teacher Retirement System of Texas Austin, Texas	$1.39B	-$145M	33	9.52%	Reduced
232	MetLife Investment Management Whippany, New Jersey	$1.39B	-$3.51M	65	10.02%	Reduced
233	Davis Selected Advisers Tucson, Arizona	$1.39B	-$51.9M	5	7.83%	Reduced
234	Nisa Investment Advisors St. Louis, Missouri	$1.38B	+$18M	62	9.75%	Increased
235	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.36B	+$20.5M	16	6.01%	Increased
236	Comerica Bank Dallas, Texas	$1.36B	+$21.6M	55	6.27%	Increased
237	Polar Capital Holdings London, United Kingdom	$1.35B	+$30.4M	13	8.28%	Increased
238	Commerce Bank Kansas City, Missouri	$1.32B	-$370K	21	9.39%	Reduced
239	Epoch Investment Partners New York	$1.31B	+$551M	9	5.95%	Increased
240	Altimeter Capital Management Boston, Massachusetts	$1.3B	+$155M	4	21.54%	Increased
241	Hudson Bay Capital Management Stamford, Connecticut	$1.29B	-$103M	14	8.21%	Reduced
242	Krane Funds Advisors New York	$1.28B	-$352M	11	53.58%	Reduced
243	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.28B	-$154M	1	7.98%	Reduced
244	Squarepoint New York	$1.28B	+$279M	72	2.41%	Increased
245	Första AP-fonden Stockholm, Sweden	$1.27B	+$16.8M	17	12.87%	Increased
246	Glenmede Trust Philadelphia, Pennsylvania	$1.24B	+$38.1M	17	6.44%	Increased
247	Holocene Advisors New York	$1.23B	-$25.5M	11	4.8%	Reduced
248	Amalgamated Bank New York	$1.23B	-$47.3M	73	9.82%	Reduced
249	Westfield Capital Management Boston, Massachusetts	$1.23B	+$49.1M	8	7.16%	Increased
250	Cerity Partners New York	$1.22B	+$1.45B	30	4.01%	Increased