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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	UBS AM Chicago, Illinois	$6.27B	-$284M	32	6.04%	Reduced
27	Janus Henderson Investors US Denver, Colorado	$5.83B	+$537M	21	4.8%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$5.69B	+$257M	12	2.88%	Increased
29	Franklin Resources San Mateo, California	$5.48B	-$227M	18	2.48%	Reduced
30	AllianceBernstein Nashville, Tennessee	$5.4B	+$332M	40	4.37%	Increased
31	Dodge & Cox San Francisco, California	$5.11B	+$39.4M	7	4.71%	Increased
32	OppenheimerFunds New York	$5.05B	+$181M	17	5.64%	Increased
33	Berkshire Hathaway Omaha, Nebraska	$4.97B	$0	2	4.64%	Maintained
34	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.92B	+$70.8M	45	2.23%	Increased
35	HSBC Holdings London, United Kingdom	$4.71B	+$2.3B	23	9.05%	Increased
36	Legal & General Group London, United Kingdom	$4.59B	-$72.8M	39	5.48%	Reduced
37	Temasek Holdings Singapore	$4.46B	+$3.87B	2	33.44%	Increased
38	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.45B	+$193M	8	13.29%	Increased
39	American Century Companies Kansas City, Missouri	$4.42B	+$108M	18	4.93%	Increased
40	Hillhouse Investment Management Grand Cayman, Cayman Islands	$4.23B	-$224M	3	77.16%	Reduced
41	UBS Group Zurich, Switzerland	$4.18B	-$165M	57	2.89%	Reduced
42	Winslow Capital Management Minneapolis, Minnesota	$3.68B	+$304M	5	11.35%	Increased
43	New York State Common Retirement Fund Albany, New York	$3.6B	-$30.9M	31	5.25%	Reduced
44	Harris Associates Chicago, Illinois	$3.52B	-$811M	6	5.56%	Reduced
45	Charles Schwab San Francisco, California	$3.36B	+$213M	34	4.72%	Increased
46	Allianz Asset Management Munich, Germany	$3.34B	+$261M	28	3.81%	Increased
47	ClearBridge Investments New York	$3.34B	+$272M	17	3.46%	Increased
48	California Public Employees Retirement System Sacramento, California	$3.29B	$0	46	4.55%	Maintained
49	Credit Suisse Zurich, Switzerland	$3.24B	-$607M	43	3.27%	Reduced
50	BNP Paribas Financial Markets Paris, France	$3.24B	+$190M	42	8.96%	Increased