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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
426	Capital International Inc Los Angeles, California	$841M	+$70.1M	11	5.89%	Increased
427	TMC Toyota Motor Corp Japan	$840M	-$369M	1	42.31%	Reduced
428	Axiom Investors Greenwich, Connecticut	$838M	+$110M	3	7.26%	Increased
429	Nomura Holdings Tokyo, Japan	$836M	+$188M	40	0.98%	Increased
430	Cullen/Frost Bankers San Antonio, Texas	$832M	-$20.1M	20	8.2%	Reduced
431	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$830M	+$112M	12	5.31%	Increased
432	Mutual of America Capital Management New York	$829M	-$17M	23	8.07%	Reduced
433	Capula Management Grand Cayman, Cayman Islands	$827M	+$904M	14	2.95%	Increased
434	Raiffeisen Bank International Vienna, Austria	$826M	+$42.7M	19	9.68%	Increased
435	Johnson Investment Counsel Cincinnati, Ohio	$823M	-$23.8M	12	6.02%	Reduced
436	Crake Asset Management London, United Kingdom	$818M	+$313M	4	19.56%	Increased
437	Banque Transatlantique Paris, France	$809M	+$19.9M	14	17.39%	Increased
438	Cincinnati Financial Corp Fairfield, Ohio	$809M	$0	1	15.47%	Maintained
439	GAMH Greenwoods Asset Management (HK) Hong Kong	$808M	-$496M	6	36.95%	Reduced
440	Evercore Wealth Management New York	$797M	-$45.8M	9	11.28%	Reduced
441	Atalanta Sosnoff Capital New York	$791M	+$62.3M	4	13.93%	Increased
442	Milford Funds Auckland,	$789M	+$277M	5	12.85%	Increased
443	Yousif Capital Management Bloomfield Hills, Michigan	$788M	-$68.3M	30	8.82%	Reduced
444	Lazard Frères Gestion Paris, France	$783M	+$35.5M	3	13.56%	Increased
445	Bartlett & Co Wealth Management Cincinnati, Ohio	$783M	-$2.05M	15	9.79%	Reduced
446	Quilter Plc London, United Kingdom	$781M	+$8.27M	6	11.75%	Increased
447	Phoenix Financial Givatayim, Israel	$780M	-$24.9M	18	5.33%	Reduced
448	OFI Invest Asset Management Paris, France	$777M	+$24.9M	9	7.75%	Increased
449	Fiduciary Trust Boston, Massachusetts	$777M	-$24M	10	8.45%	Reduced
450	Groupe la Francaise Paris, France	$776M	+$29M	9	9.34%	Increased