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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
251	Nisa Investment Advisors St. Louis, Missouri	$1.6B	-$35.1M	73	8.03%	Reduced
252	Aspex Management (HK) Central, Hong Kong	$1.6B	-$128M	6	41.18%	Reduced
253	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.58B	+$79.6M	63	1.3%	Increased
254	Polar Capital Holdings London, United Kingdom	$1.58B	+$1.59M	19	9.63%	Increased
255	WorldQuant Millennium Advisors New York	$1.58B	+$162M	15	9.94%	Increased
256	Westfield Capital Management Boston, Massachusetts	$1.54B	-$23M	9	7.49%	Reduced
257	Scotia Capital Toronto, Ontario, Canada	$1.54B	-$17M	16	8.25%	Reduced
258	Circle Wealth Management Summit, New Jersey	$1.53B	+$1.58M	8	35%	Increased
259	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.52B	+$131M	13	14.2%	Increased
260	Two Sigma Investments New York	$1.52B	-$363M	78	3.24%	Reduced
261	Virginia Retirement Systems Richmond, Virginia	$1.52B	+$1.63B	28	11.25%	New
262	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.51B	+$117M	38	8.93%	Increased
263	Commerce Bank Kansas City, Missouri	$1.51B	-$5.18M	20	9.62%	Reduced
264	HH HSG Holding Na, Hong Kong	$1.5B	-$30.8M	3	88.21%	Reduced
265	Jane Street New York	$1.5B	-$570M	97	0.38%	Reduced
266	Comerica Bank Dallas, Texas	$1.47B	-$17.6M	51	6.19%	Reduced
267	Boston Partners Boston, Massachusetts	$1.47B	+$85.8M	20	1.77%	Increased
268	Aristotle Capital Management Los Angeles, California	$1.45B	+$7.55M	4	2.89%	Increased
269	Quantinno Capital Management New York	$1.45B	+$531M	53	9.42%	Increased
270	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.44B	-$40.8M	9	44.61%	Reduced
271	Swiss Life Asset Management Zurich,	$1.44B	+$89.7M	23	10.44%	Increased
272	Xponance Philadelphia, Pennsylvania	$1.42B	+$5.32M	26	13.71%	Increased
273	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.41B	-$46.3M	15	8.83%	Reduced
274	Dragoneer Investment Group San Francisco, California	$1.4B	-$352M	3	29.52%	Reduced
275	Capitolis Liquid Global Markets New York	$1.4B	+$50.1M	10	12.36%	Increased