← 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
251	Clear Street New York	$2.15B	+$103M	7	5.43%	Increased
252	Cambridge Investment Research Advisors Fairfield, Iowa	$2.14B	+$16M	38	4.8%	Increased
253	Scotia Capital Toronto, Ontario, Canada	$2.14B	-$16.8M	14	8%	Reduced
254	Arizona State Retirement System Phoenix, Arizona	$2.14B	+$25.4M	40	10.75%	Increased
255	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.12B	-$22.2M	57	1.13%	Reduced
256	State of Michigan Retirement System Lansing, Michigan	$2.09B	-$33.5M	22	9.25%	Reduced
257	Greenoaks Capital Partners Orinda, California	$2.09B	+$118M	5	88.5%	Increased
258	Generation Investment Management London, United Kingdom	$2.07B	-$21.9M	4	20.11%	Reduced
259	AMF Tjänstepension Stockholm, Sweden	$2.04B	-$11.7M	5	12.11%	Reduced
260	Uber San Francisco, California	$2.02B	-$17.5M	1	44.84%	Reduced
261	M&T Bank Buffalo, New York	$2.01B	-$46.7M	28	5.9%	Reduced
262	O'Shaughnessy Asset Management Stamford, Connecticut	$2B	+$54.5M	44	9.22%	Increased
263	NewEdge Advisors New Orleans, Louisiana	$1.97B	+$65.8M	63	5.88%	Increased
264	Cardano Risk Management Rotterdam, Netherlands	$1.95B	-$11.5M	2	15.02%	Reduced
265	Appaloosa LP Short Hills, New Jersey	$1.94B	-$43.6M	3	25.1%	Reduced
266	MetLife Investment Management Whippany, New Jersey	$1.91B	-$174M	58	8.64%	Reduced
267	Vontobel Holding Zurich, Switzerland	$1.9B	-$422M	31	6.06%	Reduced
268	USS Investment Management London, United Kingdom	$1.87B	+$25.7M	18	6.73%	Increased
269	Blackhill Capital Morristown, New Jersey	$1.87B	-$48.8K	3	77.67%	Reduced
270	Nissay Asset Management Tokyo, Japan	$1.87B	+$73.2M	19	7.9%	Increased
271	Nisa Investment Advisors St. Louis, Missouri	$1.85B	-$45.9M	90	5.78%	Reduced
272	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.85B	+$12.2M	21	8.32%	Increased
273	EdgePoint Investment Group Toronto, Ontario, Canada	$1.82B	+$510M	3	13.72%	Increased
274	William Blair Investment Management Chicago, Illinois	$1.81B	-$838M	12	5.45%	Reduced
275	Woodline Partners San Francisco, California	$1.78B	-$37.2M	22	5.5%	Reduced