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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.19B	+$14.5M	21	9.33%	Increased
352	Whale Rock Capital Management Boston, Massachusetts	$1.18B	+$13.1M	4	15.06%	Increased
353	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.17B	+$6.67M	9	29.03%	Increased
354	AIM Allen Investment Management New York	$1.16B	-$102M	12	12.9%	Reduced
355	Vanguard Personalized Indexing Management Oakland, California	$1.15B	+$35.4M	50	11.26%	Increased
356	Gates Foundation Trust Kirkland, Washington	$1.15B	$0	2	3.26%	Maintained
357	Natixis Paris, France	$1.15B	+$249M	28	4.09%	Increased
358	Rakuten Investment Management Tokyo, Japan	$1.14B	+$814M	20	3.82%	Increased
359	Davenport & Co Richmond, Virginia	$1.13B	-$57M	21	6%	Reduced
360	SCGE Management Menlo Park, California	$1.12B	+$134M	6	25.56%	Increased
361	Harris Associates Chicago, Illinois	$1.11B	-$18.2M	5	1.4%	Reduced
362	Bridgewater Associates Westport, Connecticut	$1.11B	-$238M	25	4.03%	Reduced
363	Nikko Asset Management Americas New York	$1.1B	-$118M	10	12.75%	Reduced
364	PointState Capital New York	$1.1B	+$504M	5	16.16%	Increased
365	Brighton Jones LLC Seattle, Washington	$1.09B	-$4.83M	3	40.35%	Reduced
366	LBP AM Paris, France	$1.09B	+$111M	18	12.65%	Increased
367	Farallon Capital Management San Francisco, California	$1.09B	+$204M	3	4.7%	Increased
368	Davis Selected Advisers Tucson, Arizona	$1.09B	+$96.3M	6	4.88%	Increased
369	BFFIM Baring Fintech Fund III Managers St Peter Port, Guernsey	$1.08B	-$41.7M	1	100%	Reduced
370	Mediolanum International Funds Dublin 1, Ireland	$1.08B	-$207M	16	10.79%	Reduced
371	AE Wealth Management Topeka, Kansas	$1.08B	+$99.5M	17	6.2%	Increased
372	QRG Capital Management Chicago, Illinois	$1.07B	+$55.7M	31	11.9%	Increased
373	Guggenheim Capital Chicago, Illinois	$1.05B	-$53.1M	36	7.54%	Reduced
374	Employees Provident Fund Board Shah Alam, Malaysia	$1.05B	+$52.5M	4	7.71%	Increased
375	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.05B	+$56.5M	9	12.46%	Increased