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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	Royal Bank of Canada Toronto, Ontario, Canada	$24.3B	+$5.99B	105	7.03%	Increased
27	Janus Henderson Group London,	$23B	+$30.7M	46	10.67%	Increased
28	Ameriprise Minneapolis, Minnesota	$21.8B	-$507M	72	7.74%	Reduced
29	Charles Schwab San Francisco, California	$21.8B	+$71.4M	72	8.63%	Increased
30	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$21B	-$1.45B	32	13.59%	Reduced
31	Fisher Asset Management Camas, Washington	$20.9B	+$887M	15	15.66%	Increased
32	SB Investment Advisers (UK) London, United Kingdom	$20.3B	+$10.1B	2	81.85%	Increased
33	Swiss National Bank Zurich, Switzerland	$18.7B	-$448M	66	13.31%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$16.5B	-$121M	74	5.97%	Reduced
35	Franklin Resources San Mateo, California	$16.3B	-$758M	47	6.9%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.3B	+$501M	86	9.92%	Increased
37	Sands Capital Management Arlington, Virginia	$16.1B	+$936M	11	30.52%	Increased
38	Massachusetts Financial Services Boston, Massachusetts	$15.9B	+$668M	27	5.12%	Increased
39	Tiger Global Management New York	$15.9B	+$1.13B	16	40.81%	Increased
40	UBS Group Zurich, Switzerland	$15.7B	+$715M	113	5.32%	Increased
41	AllianceBernstein Nashville, Tennessee	$15.6B	+$67.3M	62	7.35%	Increased
42	ClearBridge Investments New York	$15.1B	-$585M	23	11.68%	Reduced
43	Credit Suisse Zurich, Switzerland	$14.8B	+$1.5B	83	7.24%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$14.1B	-$85M	78	8.81%	Reduced
45	Capital International Investors Los Angeles, California	$13.6B	-$1.39B	7	3.72%	Reduced
46	American Century Companies Kansas City, Missouri	$13.6B	-$145M	44	10.59%	Reduced
47	California Public Employees Retirement System Sacramento, California	$12.6B	+$532M	84	9.69%	Increased
48	Schroder Investment Management Group London, United Kingdom	$12.5B	-$444M	35	17.66%	Reduced
49	HSBC Holdings London, United Kingdom	$11.5B	-$2.53B	59	15.34%	Reduced
50	Amundi Asset Management US Boston, Massachusetts	$11.2B	+$80.8M	34	9.56%	Increased