← 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
351	Cincinnati Financial Corp Fairfield, Ohio	$477M	-$2.86M	1	12.01%	Reduced
352	Mutual of America Capital Management New York	$476M	+$11.2M	19	5.93%	Increased
353	AP Altarock Partners West Palm Beach, Florida	$474M	+$232M	1	14.9%	Increased
354	DG Discerene Group Stamford, Connecticut	$473M	+$9.28M	4	58.4%	Increased
355	CP Coho Partners Berwyn, Pennsylvania	$470M	-$2.44M	3	7.97%	Reduced
356	Cubist Systematic Strategies Stamford, Connecticut	$470M	+$99.9M	94	2.74%	Increased
357	Daiwa Securities Group Tokyo, Japan	$467M	+$10.6M	42	3.56%	Increased
358	TPSF Texas Permanent School Fund Austin, Texas	$464M	-$2.57M	22	7.03%	Reduced
359	Regions Financial Corp Birmingham, Alabama	$462M	-$11.7M	12	4.25%	Reduced
360	MUFG Bank Tokyo 100-8388,, Japan	$460M	$0	1	18.97%	Maintained
361	GIM Genesis Investment Management London, United Kingdom	$460M	-$404K	6	51.32%	Reduced
362	SW SVB Wealth Boston, Massachusetts	$459M	-$5.24M	28	6.19%	Reduced
363	Prudential plc London, England, United Kingdom	$457M	+$63.1M	24	5.74%	Increased
364	Railway Pension Investments London, United Kingdom	$453M	+$778K	13	4.55%	Increased
365	CCM CoreView Capital Management Hong Kong	$452M	+$127M	5	69.45%	Increased
366	Haverford Trust Company Radnor, Pennsylvania	$452M	+$35.5M	6	5.56%	Increased
367	Employees Retirement System of Texas Austin, Texas	$448M	-$32.3M	6	6.52%	Reduced
368	WA WFM Asia Road Town, Tortola, British Virgin Islands	$448M	-$28.7M	4	47.76%	Reduced
369	KI Koch Industries Wichita, Kansas	$447M	$0	2	28.41%	Maintained
370	MML Investors Services Springfield, Massachusetts	$446M	+$6.12M	27	2.93%	Increased
371	M&G Investment Management London, United Kingdom	$445M	+$82.9M	15	2.21%	Increased
372	HCS Himension Capital (Singapore) Singapore	$442M	-$18.8M	3	59.05%	Reduced
373	EC Eminence Capital New York	$440M	+$41.5M	5	8.16%	Increased
374	Rafferty Asset Management New York	$439M	+$112M	33	3.68%	Increased
375	B. Metzler seel. Sohn & Co Frankfurt, Germany	$437M	+$1.76M	23	7.45%	Increased