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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	Wells Fargo San Francisco, California	$17.6B	-$81.6M	135	5.06%	Reduced
27	Swiss National Bank Zurich, Switzerland	$17.4B	-$487M	68	11.91%	Reduced
28	Jennison Associates New York	$16.1B	-$658M	17	14.81%	Reduced
29	Fisher Asset Management Camas, Washington	$15.9B	-$2.24B	17	9.64%	Reduced
30	Dimensional Fund Advisors Austin, Texas	$14.8B	+$13.7B	81	5%	New
31	Amundi Paris, France	$14.3B	-$286M	54	7.7%	Reduced
32	AllianceBernstein Nashville, Tennessee	$14.1B	-$17.3M	77	6.06%	Reduced
33	Capital World Investors Los Angeles, California	$14B	-$248M	22	2.89%	Reduced
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$13.7B	-$298M	34	10.24%	Reduced
35	Capital International Investors Los Angeles, California	$13.4B	+$61.7M	12	3.45%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.8B	+$257M	107	7.13%	Increased
37	Franklin Resources San Mateo, California	$12.3B	-$371M	55	6.17%	Reduced
38	Janus Henderson Group London,	$12.3B	+$533M	63	8.08%	Increased
39	UBS Group Zurich, Switzerland	$12.2B	-$1.2B	170	4.44%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$11.8B	-$276M	24	4.03%	Reduced
41	BC Partners Advisors New York	$11.6B	$0	1	88.65%	Maintained
42	H&H International Investment Palo Alto, California	$10.8B	+$301M	3	80.91%	Increased
43	California Public Employees Retirement System Sacramento, California	$10.2B	-$1.57B	30	9.05%	Reduced
44	American Century Companies Kansas City, Missouri	$10.1B	-$758M	52	7.97%	Reduced
45	SB Investment Advisers (UK) London, United Kingdom	$10B	-$303M	4	82.28%	Reduced
46	Principal Financial Group Des Moines, Iowa	$9.56B	-$6.17M	56	6.83%	Reduced
47	ClearBridge Investments New York	$9.22B	-$395M	17	8.81%	Reduced
48	Barclays London, United Kingdom	$9.07B	-$3.06B	120	4.16%	Reduced
49	HSBC Holdings London, United Kingdom	$8.39B	-$1.6B	57	10.04%	Reduced
50	RhumbLine Advisers Boston, Massachusetts	$7.72B	+$247M	80	9.52%	Increased