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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
401	AKO Capital London, United Kingdom	$571M	-$96.1M	1	7.06%	Reduced
402	Advisors Asset Management Monument, Colorado	$566M	-$15.1M	27	8.8%	Reduced
403	LT Lindsell Train London, United Kingdom	$566M	-$12M	1	7.97%	Reduced
404	Holocene Advisors New York	$564M	-$308M	17	3.54%	Reduced
405	Personal Capital Advisors Redwood City, California	$556M	+$43.5M	11	3.22%	Increased
406	Regions Financial Corp Birmingham, Alabama	$554M	-$15.6M	15	5.01%	Reduced
407	Mutual of America Capital Management New York	$552M	+$2.53M	24	5.78%	Increased
408	Employees Provident Fund Board Shah Alam, Malaysia	$549M	-$89.5M	2	9.39%	Reduced
409	Orbis Allan Gray Hamilton, Bermuda	$548M	-$162M	3	3.92%	Reduced
410	FineMark National Bank & Trust Fort Myers, Florida	$545M	-$49M	9	23.06%	Reduced
411	M&G Investment Management London, United Kingdom	$541M	+$63.9M	18	1.7%	Increased
412	Capital International Inc Los Angeles, California	$538M	-$32.4M	8	5%	Reduced
413	CA Capitolis Advisors New York	$529M	-$92.2M	11	9.16%	Reduced
414	Sarasin & Partners London, United Kingdom	$529M	-$855K	4	6.24%	Reduced
415	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$529M	+$276M	1	13.16%	Increased
416	AMF Tjänstepension Stockholm, Sweden	$525M	-$21M	8	3.93%	Reduced
417	TC Tairen Capital Hong Kong	$525M	+$119M	5	59.92%	Increased
418	Atreides Management Boston, Massachusetts	$524M	+$244M	9	11.83%	Increased
419	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$522M	-$149M	24	5.26%	Reduced
420	EC Eminence Capital New York	$520M	+$13.8M	4	6.44%	Increased
421	PIM Platinum Investment Management Sydney Australia 2000, Australia	$520M	+$151M	7	11.59%	Increased
422	Findlay Park Partners London, United Kingdom	$519M	-$184M	2	3.61%	Reduced
423	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$515M	+$1.14M	9	5.7%	Increased
424	HH HSG Holding Na, Hong Kong	$513M	-$14.7M	4	38.03%	Reduced
425	Samlyn Capital New York	$512M	+$276M	9	7.07%	Increased