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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
326	Harvest Fund Management Beijing, China	$476M	-$31.8M	14	49.3%	Reduced
327	NCA Newbrook Capital Advisors New York	$475M	+$89.4M	6	39.56%	Increased
328	Utah Retirement Systems Salt Lake City, Utah	$472M	-$2.6M	20	8.3%	Reduced
329	MLICM Metropolitan Life Insurance Company (MetLife) New York	$471M	-$8.8M	42	7.53%	Reduced
330	AMF Tjänstepension Stockholm, Sweden	$470M	+$139M	5	4.49%	Increased
331	MC Martin Currie Edinburgh, United Kingdom	$469M	+$201M	5	26.13%	Increased
332	LSCM Light Street Capital Management Palo Alto, California	$468M	+$9.99M	6	28%	Increased
333	Railway Pension Investments London, United Kingdom	$467M	+$101M	12	5.22%	Increased
334	MN Services Vermogensbeheer The Hague, Netherlands	$465M	+$13.4M	7	3.96%	Increased
335	Employees Retirement System of Texas Austin, Texas	$461M	-$52.2M	19	7.19%	Reduced
336	SM SG3 Management Dorado, Puerto Rico	$459M	+$307M	4	28.65%	Increased
337	Scotia Capital Toronto, Ontario, Canada	$458M	+$6.86M	13	5.09%	Increased
338	Congress Asset Management Boston, Massachusetts	$454M	-$72.3M	9	5.53%	Reduced
339	PineBridge Investments New York	$453M	+$39.8M	20	6.97%	Increased
340	CM Conifer Management New York	$446M	+$399M	3	21.35%	New
341	Atalanta Sosnoff Capital New York	$439M	-$3.84M	6	13.07%	Reduced
342	Regions Financial Corp Birmingham, Alabama	$439M	-$20.1M	14	4.6%	Reduced
343	State of Alaska Department of Revenue Juneau, Alaska	$437M	-$35.9M	22	5.71%	Reduced
344	CA Cullinan Associates Louisville, Kentucky	$436M	-$1.6M	8	29.16%	Reduced
345	TI TT International London, United Kingdom	$435M	-$45.3M	1	37.25%	Reduced
346	Third Point New York	$435M	+$398M	2	5%	New
347	Boston Trust Walden Boston, Massachusetts	$432M	-$9.91M	7	5.03%	Reduced
348	Amalgamated Bank New York	$430M	+$14.4M	31	7.91%	Increased
349	TPSF Texas Permanent School Fund Austin, Texas	$429M	-$22.8M	21	6.53%	Reduced
350	Artemis Investment Management Edinburgh, United Kingdom	$428M	+$137M	4	5.41%	Increased