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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	Janus Henderson Group London,	$22.5B	-$645M	63	9.84%	Reduced
27	Charles Schwab San Francisco, California	$22.1B	+$756M	89	7.21%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$21.5B	+$613M	123	5.67%	Increased
29	BC Partners Advisors New York	$21.4B	$0	1	89.89%	Maintained
30	Ameriprise Minneapolis, Minnesota	$20.8B	-$551M	84	6.65%	Reduced
31	Fisher Asset Management Camas, Washington	$20.3B	-$389M	16	12.59%	Reduced
32	Swiss National Bank Zurich, Switzerland	$19.4B	-$148M	71	12.32%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.7B	-$1.05B	40	11.67%	Reduced
34	AllianceBernstein Nashville, Tennessee	$18.7B	+$667M	68	7.39%	Increased
35	Sands Capital Management Arlington, Virginia	$18.5B	-$717M	12	30.92%	Reduced
36	Tiger Global Management New York	$17.9B	+$407M	24	34.38%	Increased
37	Bank of Montreal Toronto, Ontario, Canada	$17.6B	+$876M	58	8.04%	Increased
38	Dimensional Fund Advisors Austin, Texas	$17.1B	+$670M	85	5.5%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.8B	+$1.21B	100	7.97%	Increased
40	Franklin Resources San Mateo, California	$16.8B	-$210M	61	6.32%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$16.6B	+$896M	31	4.86%	Increased
42	Capital International Investors Los Angeles, California	$16.6B	+$1.38B	11	3.8%	Increased
43	UBS Group Zurich, Switzerland	$16.2B	+$794M	150	5.09%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$15.2B	-$11.7M	83	8.66%	Reduced
45	ClearBridge Investments New York	$15.2B	+$9.43M	27	10.82%	Increased
46	American Century Companies Kansas City, Missouri	$13.6B	-$55.5M	54	9.32%	Reduced
47	Barclays London, United Kingdom	$12.8B	+$2.28B	85	5.77%	Increased
48	HSBC Holdings London, United Kingdom	$12.7B	+$2.97B	58	12.76%	Increased
49	California Public Employees Retirement System Sacramento, California	$11.7B	-$10.6M	37	8.76%	Reduced
50	Amundi Paris, France	$11.1B	-$1.31B	47	7.76%	Reduced