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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	$8.23B	+$128M	38	7.5%	Increased
27	Legal & General Group London, United Kingdom	$8.21B	+$412M	55	6.18%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$7.6B	-$647M	16	3.3%	Reduced
29	Schroder Investment Management Group London, United Kingdom	$7.03B	-$192M	24	12.21%	Reduced
30	Franklin Resources San Mateo, California	$6.84B	+$66.8M	25	3.35%	Increased
31	Temasek Holdings Singapore	$6.71B	$0	4	39.05%	Maintained
32	Dimensional Fund Advisors Austin, Texas	$6.64B	+$55M	54	2.9%	Increased
33	AllianceBernstein Nashville, Tennessee	$6.47B	+$113M	43	4.85%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.23B	-$208M	64	4.27%	Reduced
35	OppenheimerFunds New York	$6.21B	-$737M	29	7.63%	Reduced
36	Swiss National Bank Zurich, Switzerland	$6.15B	-$30.9M	41	7%	Reduced
37	Fisher Asset Management Camas, Washington	$6.14B	+$129M	15	8.61%	Increased
38	Charles Schwab San Francisco, California	$5.82B	+$178M	47	5.09%	Increased
39	Royal Bank of Canada Toronto, Ontario, Canada	$5.73B	+$445M	71	2.75%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$5.32B	+$121M	22	7.51%	Increased
41	Sands Capital Management Arlington, Virginia	$5.3B	-$166M	5	15.86%	Reduced
42	American Century Companies Kansas City, Missouri	$5.25B	-$441M	17	5.31%	Reduced
43	Loomis, Sayles & Company Boston, Massachusetts	$5.15B	-$142M	17	11.24%	Reduced
44	UBS Group Zurich, Switzerland	$4.93B	+$149M	75	2.28%	Increased
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$4.89B	-$106M	53	5.83%	Reduced
46	Tiger Global Management New York	$4.68B	+$745M	8	31.74%	Increased
47	Allianz Asset Management Munich, Germany	$4.67B	-$165M	28	4.03%	Reduced
48	New York State Common Retirement Fund Albany, New York	$4.65B	+$24.3M	51	5.95%	Increased
49	ClearBridge Investments New York	$4.57B	-$22.8M	23	4.39%	Reduced
50	Credit Suisse Zurich, Switzerland	$4.25B	+$104M	53	4.14%	Increased