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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	Fisher Asset Management Camas, Washington	$22.7B	+$514M	18	13.38%	Increased
27	Swiss National Bank Zurich, Switzerland	$22.6B	+$2.74B	82	12.74%	Increased
28	Wells Fargo San Francisco, California	$22.3B	+$424M	144	5.72%	Increased
29	Janus Henderson Group London,	$22.3B	-$1.93B	73	10.75%	Reduced
30	Royal Bank of Canada Toronto, Ontario, Canada	$21.4B	-$2.98B	133	5.36%	Reduced
31	Bank of Montreal Toronto, Ontario, Canada	$20.3B	-$1.32B	68	9.85%	Reduced
32	Capital World Investors Los Angeles, California	$20B	-$4.41B	23	3.45%	Reduced
33	AllianceBernstein Nashville, Tennessee	$19.3B	+$376M	69	7.45%	Increased
34	Dimensional Fund Advisors Austin, Texas	$18.1B	-$184M	85	5.57%	Reduced
35	Parametric Portfolio Associates Seattle, Washington	$17.6B	+$489M	93	9.26%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.9B	-$204M	37	11.25%	Reduced
37	SB Investment Advisers (UK) London, United Kingdom	$16.8B	-$1.44B	4	79.57%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$15.5B	-$520M	96	7.24%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$15.5B	-$987M	24	4.59%	Reduced
40	UBS Group Zurich, Switzerland	$15.4B	-$22.8M	161	5.13%	Reduced
41	Franklin Resources San Mateo, California	$15.3B	+$111M	63	6.1%	Increased
42	ClearBridge Investments New York	$14.2B	-$678M	25	10.67%	Reduced
43	American Century Companies Kansas City, Missouri	$13.9B	+$67.8M	48	9.48%	Increased
44	BC Partners Advisors New York	$12.7B	-$132M	1	83.05%	Reduced
45	California Public Employees Retirement System Sacramento, California	$11.7B	-$715M	34	9.13%	Reduced
46	Sands Capital Management Arlington, Virginia	$10.8B	+$437M	8	24.85%	Increased
47	Principal Financial Group Des Moines, Iowa	$10.7B	+$220M	61	6.72%	Increased
48	Barclays London, United Kingdom	$10.2B	-$2.62B	116	8%	Reduced
49	Amundi Paris, France	$10.1B	-$1.7B	43	6.84%	Reduced
50	New York State Common Retirement Fund Albany, New York	$9.88B	+$71.1M	89	10.57%	Increased