← All themes

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	$14.9B	+$67.9M	14	10.08%	Increased
27	Swiss National Bank Zurich, Switzerland	$14.5B	-$1.1B	71	10.41%	Reduced
28	Wells Fargo San Francisco, California	$14.5B	-$70.6M	130	4.35%	Reduced
29	Jennison Associates New York	$13.1B	-$791M	18	13.25%	Reduced
30	Amundi Paris, France	$12.9B	+$1.53B	50	7.07%	Increased
31	AllianceBernstein Nashville, Tennessee	$11.7B	-$515M	86	5.27%	Reduced
32	BC Partners Advisors New York	$11.5B	$0	1	89.82%	Maintained
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$11.3B	-$315M	35	8.95%	Reduced
34	Capital World Investors Los Angeles, California	$11.3B	-$376M	22	2.4%	Reduced
35	UBS Group Zurich, Switzerland	$11B	+$1.48B	170	4.11%	Increased
36	Capital International Investors Los Angeles, California	$10.8B	-$3.64B	12	2.9%	Reduced
37	Franklin Resources San Mateo, California	$10.5B	+$36M	57	5.45%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$10.2B	-$234M	107	5.86%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$10.2B	-$245M	25	3.54%	Reduced
40	Barclays London, United Kingdom	$10B	+$2.7B	120	4.49%	Increased
41	Janus Henderson Group London,	$9.79B	-$1.14B	53	7%	Reduced
42	California Public Employees Retirement System Sacramento, California	$9.75B	+$1.1B	31	8.31%	Increased
43	SB Investment Advisers (UK) London, United Kingdom	$9.65B	-$808M	4	80.49%	Reduced
44	American Century Companies Kansas City, Missouri	$8.92B	-$112M	50	7.29%	Reduced
45	HSBC Holdings London, United Kingdom	$8.34B	+$2.23B	57	9.59%	Increased
46	H&H International Investment Palo Alto, California	$8.24B	+$1.65B	3	76.04%	Increased
47	Principal Financial Group Des Moines, Iowa	$8.22B	-$117M	53	6.19%	Reduced
48	ClearBridge Investments New York	$7.95B	-$1.07B	18	7.86%	Reduced
49	Credit Suisse Zurich, Switzerland	$6.42B	-$117M	105	6.82%	Reduced
50	New York State Common Retirement Fund Albany, New York	$6.26B	-$152M	98	8.58%	Reduced