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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
351	Ossiam Paris, France	$1.02B	-$343M	22	11.46%	Reduced
352	ARK Investment Management St. Petersburg, Florida	$1.01B	+$102M	12	7.39%	Increased
353	Varma Mutual Pension Insurance Co Helsinki, Finland	$996M	+$49.6M	14	7.34%	Increased
354	Brighton Jones LLC Seattle, Washington	$987M	-$5.3M	18	26.73%	Reduced
355	Employees Provident Fund Board Shah Alam, Malaysia	$986M	+$256M	4	8.52%	Increased
356	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$982M	+$38.8M	23	8.85%	Increased
357	Carson Wealth (CWM LLC) Omaha, Nebraska	$974M	+$25M	93	3.44%	Increased
358	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$968M	+$96.6M	1	13.26%	Increased
359	M&G plc London, United Kingdom	$963M	+$220M	13	5.3%	Increased
360	Mawer Investment Management Calgary, Alberta, Canada	$962M	+$4.15M	6	4.88%	Increased
361	Epoch Investment Partners New York	$961M	+$77.7M	10	4.97%	Increased
362	Kestra Advisory Services Austin, Texas	$961M	+$53.5M	29	4.68%	Increased
363	Castle Hook Partners New York	$952M	+$80.1M	7	5.41%	Increased
364	Dorsal Capital Management Redwood City, California	$944M	-$66.2M	4	25.17%	Reduced
365	Guggenheim Capital Chicago, Illinois	$942M	+$168M	30	7.47%	Increased
366	Mediolanum International Funds Dublin 1, Ireland	$936M	+$155M	15	11.2%	Increased
367	NEOS Investment Management Westport, Connecticut	$930M	+$260M	16	11.52%	Increased
368	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$926M	-$52M	21	8.4%	Reduced
369	Third Point New York	$924M	+$139M	4	12.13%	Increased
370	GAMH Greenwoods Asset Management (HK) Hong Kong	$921M	-$423M	8	32.05%	Reduced
371	GGHC Gilder Gagnon Howe & Co New York	$918M	+$83.4M	11	9.75%	Increased
372	ValueAct Holdings San Francisco, California	$915M	+$712M	2	16.33%	Increased
373	Vanguard Personalized Indexing Management Oakland, California	$910M	+$114M	47	10.27%	Increased
374	Achmea Investment Management Zeist, Netherlands	$908M	+$22.2M	13	11.71%	Increased
375	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$905M	+$29.4M	2	90.88%	Increased