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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	$16.6B	-$1.15B	17	12.46%	Reduced
27	Capital International Investors Los Angeles, California	$16.2B	-$160M	12	4.72%	Reduced
28	Jennison Associates New York	$15.5B	-$88.4M	22	15.46%	Reduced
29	Royal Bank of Canada Toronto, Ontario, Canada	$15.5B	-$306M	141	4.87%	Reduced
30	Wells Fargo San Francisco, California	$15.5B	-$117M	140	5.03%	Reduced
31	AllianceBernstein Nashville, Tennessee	$13.5B	-$305M	82	6.54%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$13.1B	-$332M	83	5.03%	Reduced
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.5B	-$276M	36	10.3%	Reduced
34	Amundi Paris, France	$12.5B	+$4.38B	53	7.41%	Increased
35	Capital World Investors Los Angeles, California	$12.4B	+$328M	23	2.78%	Increased
36	Janus Henderson Group London,	$11.9B	-$1.03B	57	8.89%	Reduced
37	Massachusetts Financial Services Boston, Massachusetts	$11.5B	-$62.2M	25	4.31%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$11.3B	-$634M	106	6.82%	Reduced
39	Franklin Resources San Mateo, California	$11.2B	+$156M	59	6.12%	Increased
40	SB Investment Advisers (UK) London, United Kingdom	$10.8B	-$508M	4	82.87%	Reduced
41	UBS Group Zurich, Switzerland	$10.4B	-$834M	167	4.57%	Reduced
42	American Century Companies Kansas City, Missouri	$10B	-$44.2M	45	8.82%	Reduced
43	ClearBridge Investments New York	$9.64B	-$707M	20	9.72%	Reduced
44	BC Partners Advisors New York	$9.56B	$0	1	88.62%	Maintained
45	California Public Employees Retirement System Sacramento, California	$9.5B	+$1.06B	31	8.74%	Increased
46	Principal Financial Group Des Moines, Iowa	$8.69B	-$209K	56	6.91%	Reduced
47	Barclays London, United Kingdom	$8.16B	+$1.89B	125	8.9%	Increased
48	H&H International Investment Palo Alto, California	$7.12B	+$1.15B	3	75.28%	Increased
49	New York State Common Retirement Fund Albany, New York	$7.06B	-$379M	99	10.23%	Reduced
50	Credit Suisse Zurich, Switzerland	$7.03B	+$245M	115	7.84%	Increased