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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.67B	+$971M	60	4%	Increased
27	Janus Henderson Investors US Denver, Colorado	$5.39B	+$52.5M	28	4.58%	Increased
28	Legal & General Group London, United Kingdom	$4.94B	+$203M	44	5.21%	Increased
29	AllianceBernstein Nashville, Tennessee	$4.73B	+$181M	36	4.08%	Increased
30	Franklin Resources San Mateo, California	$4.71B	+$205M	18	2.53%	Increased
31	UBS AM Chicago, Illinois	$4.65B	+$92.7M	35	5.26%	Increased
32	OppenheimerFunds New York	$4.59B	-$710M	25	6.02%	Reduced
33	Temasek Holdings Singapore	$4.46B	+$511M	2	34.81%	Increased
34	Berkshire Hathaway Omaha, Nebraska	$4.4B	-$504M	3	3.39%	Reduced
35	American Century Companies Kansas City, Missouri	$4.05B	-$260M	21	4.61%	Reduced
36	Schroder Investment Management Group London, United Kingdom	$3.7B	+$72.5M	20	7.43%	Increased
37	Dimensional Fund Advisors Austin, Texas	$3.62B	+$124M	45	2.08%	Increased
38	Charles Schwab San Francisco, California	$3.58B	+$36.6M	42	4.47%	Increased
39	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.55B	+$204M	54	5.45%	Increased
40	Dodge & Cox San Francisco, California	$3.53B	+$89.9M	7	3.49%	Increased
41	Fisher Asset Management Camas, Washington	$3.45B	+$123M	11	6.4%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.4B	+$158M	15	5.86%	Increased
43	Swiss National Bank Zurich, Switzerland	$3.4B	+$363M	40	5.5%	Increased
44	New York State Common Retirement Fund Albany, New York	$3.37B	+$83.9M	51	4.91%	Increased
45	Sands Capital Management Arlington, Virginia	$3.35B	-$53.8M	4	10.35%	Reduced
46	Allianz Asset Management Munich, Germany	$3.27B	-$97M	27	3.48%	Reduced
47	Credit Suisse Zurich, Switzerland	$3.26B	+$378M	52	3.61%	Increased
48	BlackRock Investment Management Wilmington, Delaware	$3.21B	-$38.7M	54	4.07%	Reduced
49	Viking Global Investors Stamford, Connecticut	$3.14B	+$278M	3	13.36%	Increased
50	Loomis, Sayles & Company Boston, Massachusetts	$3.14B	+$184M	18	8.54%	Increased