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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	Sustainable Growth Advisers Stamford, Connecticut	$2.01B	-$323M	6	10.38%	Reduced
227	Quantinno Capital Management New York	$2B	+$475M	53	8.65%	Increased
228	CI Investments Inc Toronto, Ontario, Canada	$1.96B	-$103M	30	7.37%	Reduced
229	State of Michigan Retirement System Lansing, Michigan	$1.95B	-$2.7M	21	10.08%	Reduced
230	Jane Street New York	$1.93B	+$324M	90	0.38%	Increased
231	Jacobs Levy Equity Management Florham Park, New Jersey	$1.92B	-$309M	33	7.54%	Reduced
232	Calamos Advisors Naperville, Illinois	$1.91B	-$46.6M	15	7.52%	Reduced
233	Balyasny Asset Management Chicago, Illinois	$1.86B	+$416M	48	2.81%	Increased
234	Arizona State Retirement System Phoenix, Arizona	$1.86B	-$4.11M	39	10.73%	Reduced
235	Axiom Investors Greenwich, Connecticut	$1.85B	+$84.1M	11	15.19%	Increased
236	KeyBank National Association Cleveland, Ohio	$1.83B	-$46.2M	20	6.81%	Reduced
237	AMF Tjänstepension Stockholm, Sweden	$1.83B	-$137M	6	12.18%	Reduced
238	Aspex Management (HK) Central, Hong Kong	$1.82B	-$39.9M	5	39.6%	Reduced
239	Capstone Investment Advisors New York	$1.79B	+$7.58M	22	4.44%	Increased
240	First Manhattan New York	$1.79B	-$55M	14	5.04%	Reduced
241	WorldQuant Millennium Advisors New York	$1.77B	+$144M	15	8.78%	Increased
242	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.75B	+$90.7M	66	1.27%	Increased
243	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.74B	+$240M	3	8.14%	Increased
244	UniSuper Management Melbourne, Victoria, Australia	$1.73B	-$171M	19	11.61%	Reduced
245	Första AP-fonden Stockholm, Sweden	$1.72B	+$21.8M	17	11.28%	Increased
246	Scotia Capital Toronto, Ontario, Canada	$1.7B	+$87.9M	16	8.04%	Increased
247	Lone Pine Capital Greenwich, Connecticut	$1.7B	-$15.8M	2	12.09%	Reduced
248	Altimeter Capital Management Boston, Massachusetts	$1.7B	+$348M	6	24.51%	Increased
249	FAM Foxhaven Asset Management Charlottesville, Virginia	$1.69B	+$251M	6	40.82%	Increased
250	Swiss Life Asset Management Zurich,	$1.69B	+$222M	24	9.97%	Increased