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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
276	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$1.47B	-$196M	2	7.76%	Reduced
277	Harding Loevner Bridgewater, New Jersey	$1.45B	-$153M	7	9.8%	Reduced
278	Czech National Bank Prague, Czech Republic	$1.44B	+$78.6M	11	13.29%	Increased
279	Amalgamated Bank New York	$1.43B	-$16.1M	68	11.77%	Reduced
280	Sarasin & Partners London, United Kingdom	$1.43B	-$72M	3	15.78%	Reduced
281	Edgewood Management Greenwich, Connecticut	$1.42B	-$1.79B	4	4.08%	Reduced
282	OMERS Administration Corp Toronto, Ontario, Canada	$1.42B	+$62.4M	31	12.42%	Increased
283	Banque Pictet & Cie Geneva 73, Switzerland	$1.42B	+$13.4M	11	9.46%	Increased
284	Kovitz Investment Group Partners Chicago, Illinois	$1.41B	+$360M	17	6.91%	Increased
285	Everett Harris & Co Los Angeles, California	$1.41B	-$3.22M	5	17.74%	Reduced
286	SCGE Management Menlo Park, California	$1.4B	+$296M	7	25.96%	Increased
287	SHIM Spruce House Investment Management New York	$1.39B	+$26.8M	5	50.97%	Increased
288	TMC Toyota Motor Corp Japan	$1.36B	-$73.2M	2	59.19%	Reduced
289	Hudson Bay Capital Management Stamford, Connecticut	$1.36B	-$70.9M	14	4.79%	Reduced
290	Clear Street New York	$1.36B	+$53.2M	4	13.56%	Increased
291	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.35B	-$17.4M	11	42.79%	Reduced
292	Pacer Advisors Malvern, Pennsylvania	$1.34B	-$337M	32	2.9%	Reduced
293	Capstone Investment Advisors New York	$1.34B	+$1.21B	17	3.24%	Increased
294	PineBridge Investments New York	$1.33B	+$15.8M	20	10.01%	Increased
295	Voloridge Investment Management Jupiter, Florida	$1.32B	-$68.4M	35	4.68%	Reduced
296	Perfromance Wealth Partners Hinsdale, Illinois	$1.3B	-$2.83M	6	41.91%	Reduced
297	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.3B	-$48.2M	27	13.38%	Reduced
298	CIP CAS Investment Partners Westport, Connecticut	$1.3B	-$17M	1	75.53%	Reduced
299	Fort Washington Investment Advisors Cincinnati, Ohio	$1.29B	-$32.2M	10	7.69%	Reduced
300	IFM Investors Melbourne, Australia	$1.28B	-$77.5M	20	13.04%	Reduced