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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	$9.25B	+$204M	40	7.84%	Increased
27	Legal & General Group London, United Kingdom	$9.2B	-$11.4M	54	6.66%	Reduced
28	Massachusetts Financial Services Boston, Massachusetts	$7.73B	-$377M	16	3.24%	Reduced
29	Dimensional Fund Advisors Austin, Texas	$7.59B	-$56.6M	54	3.15%	Reduced
30	Franklin Resources San Mateo, California	$7.48B	-$63.4M	27	3.59%	Reduced
31	Schroder Investment Management Group London, United Kingdom	$7.37B	-$86.5M	23	12.06%	Reduced
32	Fisher Asset Management Camas, Washington	$7.29B	+$446M	14	9.52%	Increased
33	AllianceBernstein Nashville, Tennessee	$7.13B	-$116M	46	5.1%	Reduced
34	OppenheimerFunds New York	$7.08B	+$541M	32	8.55%	Increased
35	Swiss National Bank Zurich, Switzerland	$6.94B	+$22.5M	41	7.5%	Increased
36	Charles Schwab San Francisco, California	$6.87B	+$245M	48	5.45%	Increased
37	Temasek Holdings Singapore	$6.77B	$0	4	41.61%	Maintained
38	Royal Bank of Canada Toronto, Ontario, Canada	$6.74B	+$407M	70	2.96%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$6.54B	-$359M	71	4.19%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$6.27B	+$294M	22	8.1%	Increased
41	UBS Group Zurich, Switzerland	$6.24B	+$801M	79	2.56%	Increased
42	Sands Capital Management Arlington, Virginia	$5.73B	+$34.7M	6	17.36%	Increased
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$5.64B	+$140M	58	6.08%	Increased
44	American Century Companies Kansas City, Missouri	$5.55B	-$392M	17	5.52%	Reduced
45	Loomis, Sayles & Company Boston, Massachusetts	$5.48B	-$115M	14	11.41%	Reduced
46	ClearBridge Investments New York	$5.36B	+$198M	23	4.95%	Increased
47	New York State Common Retirement Fund Albany, New York	$5.22B	-$38.5M	49	6.29%	Reduced
48	Allianz Asset Management Munich, Germany	$5.13B	-$39.7M	33	4.03%	Reduced
49	AQR Capital Management Greenwich, Connecticut	$4.95B	+$429M	41	5.19%	Increased
50	California Public Employees Retirement System Sacramento, California	$4.82B	+$199M	55	6.51%	Increased