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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
26	Franklin Resources San Mateo, California	$5.21B	+$94.6M	14	2.55%	Increased
27	Massachusetts Financial Services Boston, Massachusetts	$4.9B	-$132M	12	2.75%	Reduced
28	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.86B	-$823M	33	2.24%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$4.69B	+$1.1B	45	3.37%	Increased
30	Janus Henderson Investors US Denver, Colorado	$4.6B	-$284M	20	4.33%	Reduced
31	UBS AM Chicago, Illinois	$4.51B	-$392M	26	5.15%	Reduced
32	Legal & General Group London, United Kingdom	$4.21B	-$25.7M	13	5.09%	Reduced
33	OppenheimerFunds New York	$4.01B	-$4.63B	16	4.87%	Reduced
34	Berkshire Hathaway Omaha, Nebraska	$3.9B	+$18.3M	2	3.72%	Increased
35	American Century Companies Kansas City, Missouri	$3.41B	-$94M	18	4.01%	Reduced
36	Dodge & Cox San Francisco, California	$3.23B	+$492M	5	3.37%	Increased
37	Credit Suisse Zurich, Switzerland	$3.16B	+$363M	39	2.87%	Increased
38	California Public Employees Retirement System Sacramento, California	$3.12B	+$394M	45	4.52%	Increased
39	Brown Brothers Harriman & Co New York	$2.96B	+$1.3B	9	6.68%	Increased
40	New York State Common Retirement Fund Albany, New York	$2.92B	-$82.8M	24	4.58%	Reduced
41	ClearBridge Investments New York	$2.88B	+$140M	14	3.59%	Increased
42	UBS Zurich, Switzerland	$2.81B	+$258M	46	2.63%	Increased
43	Sands Capital Management Arlington, Virginia	$2.81B	-$468M	2	7.35%	Reduced
44	Allianz Asset Management Munich, Germany	$2.71B	+$109M	26	3.45%	Increased
45	Winslow Capital Management Minneapolis, Minnesota	$2.66B	-$707M	4	7.84%	Reduced
46	Citigroup New York	$2.66B	-$735M	44	2.41%	Reduced
47	Icahn Carl Sunny Isles Beach, Florida	$2.65B	+$453M	1	8.72%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.6B	-$69M	34	4.04%	Reduced
49	BNP Paribas Financial Markets Paris, France	$2.57B	+$49.4M	31	1.88%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.54B	-$138M	8	5.28%	Reduced