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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,	$26.1B	+$2.11B	75	10.89%	Increased
27	Charles Schwab San Francisco, California	$25.7B	+$656M	99	7.58%	Increased
28	Ameriprise Minneapolis, Minnesota	$24.2B	+$1.87B	87	6.69%	Increased
29	Fisher Asset Management Camas, Washington	$23B	+$997M	17	12.88%	Increased
30	Capital International Investors Los Angeles, California	$22.6B	+$5.19B	12	4.77%	Increased
31	Wells Fargo San Francisco, California	$22.5B	-$5.61B	143	5.63%	Reduced
32	Swiss National Bank Zurich, Switzerland	$20.8B	-$892M	81	12.51%	Reduced
33	AllianceBernstein Nashville, Tennessee	$20.1B	-$121M	71	7.12%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$19B	+$143M	88	5.74%	Increased
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.7B	-$1.49B	39	11.37%	Reduced
36	BC Partners Advisors New York	$18.5B	$0	1	86.61%	Maintained
37	Parametric Portfolio Associates Seattle, Washington	$17.7B	+$361M	88	9.04%	Increased
38	Massachusetts Financial Services Boston, Massachusetts	$17.5B	-$156M	29	4.78%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$16.9B	-$1.3B	102	7.62%	Reduced
40	Franklin Resources San Mateo, California	$16.9B	-$448M	63	6.08%	Reduced
41	UBS Group Zurich, Switzerland	$16.1B	-$1.6B	169	4.62%	Reduced
42	ClearBridge Investments New York	$15.8B	-$364M	27	10.77%	Reduced
43	Bank of Montreal Toronto, Ontario, Canada	$15.2B	-$2.36B	60	8.08%	Reduced
44	Tiger Global Management New York	$15B	+$452M	26	32.75%	Increased
45	American Century Companies Kansas City, Missouri	$14.7B	-$246M	52	9.29%	Reduced
46	Sands Capital Management Arlington, Virginia	$14.2B	-$1.34B	11	26.32%	Reduced
47	Barclays London, United Kingdom	$13.7B	-$373M	70	5.11%	Reduced
48	DZ Bank Frankfurt Am Main, Germany	$13.3B	+$7.19B	26	9.48%	Increased
49	California Public Employees Retirement System Sacramento, California	$12.8B	-$200M	37	8.59%	Reduced
50	Amundi Paris, France	$12.2B	+$258M	48	7.74%	Increased