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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
301	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.27B	+$121M	61	6.49%	Increased
302	USS Investment Management London, United Kingdom	$1.27B	+$272M	18	8.88%	Increased
303	First Beijing Investment Ltd Hong Kong	$1.27B	+$214M	6	90.15%	Increased
304	AIM Allen Investment Management New York	$1.26B	+$12.5M	13	14.59%	Increased
305	VanEck Associates New York	$1.26B	+$135M	29	1.61%	Increased
306	Boston Partners Boston, Massachusetts	$1.26B	+$113M	18	1.53%	Increased
307	Gateway Investment Advisers Cincinnati, Ohio	$1.26B	-$37.9M	16	13.98%	Reduced
308	Empower Advisory Group Greenwood Village, Colorado	$1.24B	-$25.5M	11	4.19%	Reduced
309	AGF Management Toronto, Ontario, Canada	$1.24B	+$54.4M	10	6.18%	Increased
310	MML Investors Services Springfield, Massachusetts	$1.24B	+$40.3M	32	4.29%	Increased
311	Davenport & Co Richmond, Virginia	$1.23B	+$40.7M	16	6.96%	Increased
312	ING Group Amsterdam, Netherlands	$1.23B	-$1.14B	16	8.28%	Reduced
313	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$1.23B	+$1B	24	12.94%	Increased
314	Prudential plc London, England, United Kingdom	$1.22B	-$100M	26	6.14%	Reduced
315	AssetMark Inc Concord, California	$1.2B	+$49.8M	36	3.26%	Increased
316	Fjarde Ap-fonden Stockholm, Sweden	$1.2B	+$9.62M	17	12.1%	Increased
317	Pathstone Holdings Englewood, New Jersey	$1.19B	+$111M	38	5.28%	Increased
318	DSM Capital Partners Palm Beach Gardens, Florida	$1.19B	-$154M	4	18.42%	Reduced
319	FAM Foxhaven Asset Management Charlottesville, Virginia	$1.19B	+$32.7M	5	31.91%	Increased
320	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.19B	-$666M	11	41.06%	Reduced
321	EC Eminence Capital New York	$1.18B	-$164M	6	18.12%	Reduced
322	Natixis Paris, France	$1.18B	+$88.3M	25	7.21%	Increased
323	Davis Selected Advisers Tucson, Arizona	$1.17B	-$80.7M	6	6.81%	Reduced
324	Verition Fund Management Greenwich, Connecticut	$1.16B	+$411M	69	4.59%	Increased
325	QRG Capital Management Chicago, Illinois	$1.16B	+$46.6M	34	11.95%	Increased