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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	$20.2B	-$94.5M	137	5.57%	Reduced
27	Swiss National Bank Zurich, Switzerland	$18.6B	-$1.62B	65	12.63%	Reduced
28	Jennison Associates New York	$18.4B	-$321M	15	15.1%	Reduced
29	Fisher Asset Management Camas, Washington	$18.3B	-$270M	16	10.13%	Reduced
30	Capital World Investors Los Angeles, California	$17.3B	+$600M	19	3.32%	Increased
31	Amundi Paris, France	$16.8B	-$240M	52	8.48%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$16.7B	-$288M	84	5.32%	Reduced
33	AllianceBernstein Nashville, Tennessee	$16B	-$639M	72	6.53%	Reduced
34	Barclays London, United Kingdom	$15.5B	+$4.33B	114	9.84%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$15.1B	+$228M	94	8.02%	Increased
36	Capital International Investors Los Angeles, California	$14.7B	-$333M	13	3.55%	Reduced
37	UBS Group Zurich, Switzerland	$14.1B	+$114M	152	4.77%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14B	-$1.91B	33	10.9%	Reduced
39	Franklin Resources San Mateo, California	$13.9B	-$302M	67	6.62%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$13.7B	-$265M	23	4.49%	Reduced
41	Janus Henderson Group London,	$13.6B	-$638M	62	8.48%	Reduced
42	BC Partners Advisors New York	$12.3B	$0	1	89.06%	Maintained
43	H&H International Investment Palo Alto, California	$12.1B	-$424M	3	81.61%	Reduced
44	American Century Companies Kansas City, Missouri	$11.8B	-$84.1M	62	8.87%	Reduced
45	California Public Employees Retirement System Sacramento, California	$11.6B	-$266M	28	9.95%	Reduced
46	Principal Financial Group Des Moines, Iowa	$11.2B	-$254M	52	7.65%	Reduced
47	SB Investment Advisers (UK) London, United Kingdom	$10.9B	-$175M	4	82.81%	Reduced
48	HSBC Holdings London, United Kingdom	$10.6B	+$1.12B	61	10.75%	Increased
49	ClearBridge Investments New York	$10B	-$384M	18	9.05%	Reduced
50	RhumbLine Advisers Boston, Massachusetts	$9.31B	+$193M	131	10.43%	Increased