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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	$7.4B	+$445M	37	7.16%	Increased
27	Legal & General Group London, United Kingdom	$7.39B	+$226M	52	5.97%	Increased
28	HSBC Holdings London, United Kingdom	$7.25B	+$1.72B	29	13.33%	Increased
29	Franklin Resources San Mateo, California	$6.35B	-$148M	22	3.17%	Reduced
30	Schroder Investment Management Group London, United Kingdom	$6.25B	-$223M	24	11.27%	Reduced
31	Dimensional Fund Advisors Austin, Texas	$6.2B	+$213M	55	2.86%	Increased
32	OppenheimerFunds New York	$6.12B	-$819M	29	7.56%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$5.96B	-$504M	64	4.25%	Reduced
34	AllianceBernstein Nashville, Tennessee	$5.91B	-$220M	45	4.57%	Reduced
35	Swiss National Bank Zurich, Switzerland	$5.84B	+$106M	41	6.93%	Increased
36	Temasek Holdings Singapore	$5.59B	$0	4	36%	Maintained
37	Fisher Asset Management Camas, Washington	$5.55B	+$227M	13	8.37%	Increased
38	Charles Schwab San Francisco, California	$5.39B	+$173M	41	5.06%	Increased
39	American Century Companies Kansas City, Missouri	$5.36B	-$505M	16	5.55%	Reduced
40	Royal Bank of Canada Toronto, Ontario, Canada	$4.92B	+$307M	65	2.54%	Increased
41	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.88B	+$165M	19	7.16%	Increased
42	Sands Capital Management Arlington, Virginia	$4.86B	-$134M	5	14.6%	Reduced
43	Loomis, Sayles & Company Boston, Massachusetts	$4.84B	+$116M	16	11.38%	Increased
44	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.75B	-$48.7M	56	5.79%	Reduced
45	Allianz Asset Management Munich, Germany	$4.48B	-$111M	28	4.31%	Reduced
46	UBS Group Zurich, Switzerland	$4.46B	+$6.03M	71	2.31%	Increased
47	ClearBridge Investments New York	$4.42B	+$303M	24	4.34%	Increased
48	New York State Common Retirement Fund Albany, New York	$4.4B	-$126M	51	5.8%	Reduced
49	Principal Financial Group Des Moines, Iowa	$3.9B	+$485M	36	3.91%	Increased
50	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.86B	-$48M	21	7.46%	Reduced