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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	Ameriprise Minneapolis, Minnesota	$18B	+$567M	61	7.73%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$17.8B	-$20M	30	12.59%	Reduced
28	Charles Schwab San Francisco, California	$16.4B	+$27.3M	63	8.01%	Increased
29	Fisher Asset Management Camas, Washington	$15.2B	+$269M	16	14.8%	Increased
30	Swiss National Bank Zurich, Switzerland	$14.8B	+$439M	59	12.49%	Increased
31	BC Partners Advisors New York	$14.3B	-$674M	1	91.72%	Reduced
32	Franklin Resources San Mateo, California	$14B	+$555M	38	7.21%	Increased
33	Capital International Investors Los Angeles, California	$13.9B	-$660M	6	4.55%	Reduced
34	Royal Bank of Canada Toronto, Ontario, Canada	$13.7B	+$1.21B	90	5.45%	Increased
35	Dimensional Fund Advisors Austin, Texas	$13.3B	-$442M	68	5.83%	Reduced
36	ClearBridge Investments New York	$12.7B	+$67.6M	25	11.5%	Increased
37	AllianceBernstein Nashville, Tennessee	$12.3B	-$349M	62	7.26%	Reduced
38	UBS Group Zurich, Switzerland	$12.1B	-$852M	108	5.11%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$11.5B	+$191M	18	4.52%	Increased
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$11.3B	+$286M	82	8.62%	Increased
41	Credit Suisse Zurich, Switzerland	$11.3B	+$1.97B	67	8.08%	Increased
42	HSBC Holdings London, United Kingdom	$10.9B	+$247M	54	20.67%	Increased
43	Schroder Investment Management Group London, United Kingdom	$10.9B	+$257M	33	19.74%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$10.9B	+$74.9M	65	8.35%	Increased
45	American Century Companies Kansas City, Missouri	$10.9B	+$245M	34	10.31%	Increased
46	Fidelity International Hamilton, Bermuda	$10.7B	+$197M	27	14.42%	Increased
47	Sands Capital Management Arlington, Virginia	$10.5B	-$558M	9	25.36%	Reduced
48	Amundi Asset Management US Boston, Massachusetts	$9.2B	+$611M	34	10.9%	Increased
49	Nordea Investment Management Stockholm, Sweden	$9.04B	+$3.79B	29	9.38%	Increased
50	California Public Employees Retirement System Sacramento, California	$8.87B	-$85M	79	8.74%	Reduced