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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	$24.4B	-$2.73B	76	10.43%	Reduced
27	Janus Henderson Group London,	$24.1B	-$296M	55	10.32%	Reduced
28	Ameriprise Minneapolis, Minnesota	$22.3B	-$128M	84	6.89%	Reduced
29	Fisher Asset Management Camas, Washington	$22B	+$559M	15	13.79%	Increased
30	Royal Bank of Canada Toronto, Ontario, Canada	$21.8B	+$95M	117	5.8%	Increased
31	Charles Schwab San Francisco, California	$21.6B	+$309M	79	7.19%	Increased
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.4B	-$1.62B	38	12.09%	Reduced
33	Swiss National Bank Zurich, Switzerland	$19.8B	-$67.8M	70	12.22%	Reduced
34	Sands Capital Management Arlington, Virginia	$19.1B	+$710M	12	32.34%	Increased
35	Tiger Global Management New York	$18.7B	+$1.8B	22	34.84%	Increased
36	AllianceBernstein Nashville, Tennessee	$18.6B	+$2.02B	73	7.46%	Increased
37	Franklin Resources San Mateo, California	$17.6B	-$42.5M	57	6.72%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$17.1B	+$548M	81	5.43%	Increased
39	Bank of Montreal Toronto, Ontario, Canada	$16.6B	+$1.27B	56	8.28%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$16.4B	-$431M	30	4.78%	Reduced
41	UBS Group Zurich, Switzerland	$16.3B	-$1.41B	139	5.25%	Reduced
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.1B	+$73.3M	95	7.8%	Increased
43	ClearBridge Investments New York	$16B	+$434M	27	11.17%	Increased
44	Capital International Investors Los Angeles, California	$15.8B	+$1.39B	9	3.6%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$15.4B	+$464M	82	8.64%	Increased
46	American Century Companies Kansas City, Missouri	$14.1B	-$258M	50	9.58%	Reduced
47	Amundi Paris, France	$12.6B	+$12.1B	39	8.78%	New
48	California Public Employees Retirement System Sacramento, California	$12B	+$43.9M	40	8.99%	Increased
49	Greenoaks Capital Partners Orinda, California	$12B	+$1.06M	5	90.1%	Increased
50	Schroder Investment Management Group London, United Kingdom	$11.8B	-$130M	38	14.74%	Reduced