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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	$6.35B	+$382M	31	6.47%	Increased
27	Franklin Resources San Mateo, California	$6.21B	-$730M	19	3.15%	Reduced
28	OppenheimerFunds New York	$6.04B	-$5.26M	26	7.32%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.03B	+$589M	61	4.46%	Increased
30	AllianceBernstein Nashville, Tennessee	$5.85B	-$43M	41	4.66%	Reduced
31	Janus Henderson Investors US Denver, Colorado	$5.75B	-$105M	27	4.7%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$5.69B	+$334M	51	2.72%	Increased
33	American Century Companies Kansas City, Missouri	$5.53B	-$443M	14	5.74%	Reduced
34	Schroder Investment Management Group London, United Kingdom	$5.53B	+$76.8M	21	9.94%	Increased
35	Swiss National Bank Zurich, Switzerland	$5.46B	+$1B	39	6.79%	Increased
36	Charles Schwab San Francisco, California	$5.04B	+$140M	41	5.05%	Increased
37	Fisher Asset Management Camas, Washington	$4.79B	+$279M	13	7.68%	Increased
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.59B	+$118M	53	5.81%	Increased
39	HSBC Holdings London, United Kingdom	$4.59B	+$423M	28	9.59%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.46B	+$766K	17	6.89%	Increased
41	Royal Bank of Canada Toronto, Ontario, Canada	$4.36B	-$104M	59	2.35%	Reduced
42	New York State Common Retirement Fund Albany, New York	$4.33B	+$14M	50	5.84%	Increased
43	Temasek Holdings Singapore	$4.33B	+$2.3M	4	32.29%	Increased
44	Allianz Asset Management Munich, Germany	$4.31B	+$155M	30	4.21%	Increased
45	UBS Group Zurich, Switzerland	$4.2B	-$154M	64	2.29%	Reduced
46	Sands Capital Management Arlington, Virginia	$4.15B	+$91.6M	5	13.04%	Increased
47	Credit Suisse Zurich, Switzerland	$4.1B	+$298M	48	3.7%	Increased
48	Loomis, Sayles & Company Boston, Massachusetts	$4.09B	-$484K	18	10.2%	Reduced
49	ClearBridge Investments New York	$3.89B	+$233M	20	3.91%	Increased
50	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.63B	-$25.4M	21	7.24%	Reduced