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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	$18.1B	-$259M	141	5.31%	Reduced
27	Jennison Associates New York	$17.3B	-$385M	15	14.7%	Reduced
28	Fisher Asset Management Camas, Washington	$16.9B	-$234M	16	9.56%	Reduced
29	Amundi Paris, France	$16B	-$11.8M	54	7.87%	Reduced
30	Dimensional Fund Advisors Austin, Texas	$15.2B	-$128M	88	5%	Reduced
31	Swiss National Bank Zurich, Switzerland	$15.2B	-$1.98B	66	11.94%	Reduced
32	Barclays London, United Kingdom	$15.2B	+$1B	113	9.48%	Increased
33	AllianceBernstein Nashville, Tennessee	$15.1B	+$51.9M	75	6.42%	Increased
34	Capital World Investors Los Angeles, California	$14.8B	-$1.39B	20	2.93%	Reduced
35	Capital International Investors Los Angeles, California	$14.5B	+$967M	13	3.68%	Increased
36	Franklin Resources San Mateo, California	$12.9B	-$24.4M	63	6.56%	Reduced
37	UBS Group Zurich, Switzerland	$12.6B	-$429M	151	4.36%	Reduced
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.6B	-$300M	34	10.35%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$12.2B	-$401M	27	4.28%	Reduced
40	Janus Henderson Group London,	$11.5B	-$1.14B	63	7.51%	Reduced
41	American Century Companies Kansas City, Missouri	$11.3B	+$551M	66	8.75%	Increased
42	California Public Employees Retirement System Sacramento, California	$11.1B	+$438M	28	9.55%	Increased
43	H&H International Investment Palo Alto, California	$10.7B	+$40.9M	4	80.87%	Increased
44	SB Investment Advisers (UK) London, United Kingdom	$10.4B	-$477M	4	85.25%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$10.3B	-$3.78B	93	6.67%	Reduced
46	Principal Financial Group Des Moines, Iowa	$10.2B	-$125M	54	7.34%	Reduced
47	HSBC Holdings London, United Kingdom	$9.63B	-$276M	65	10.02%	Reduced
48	ClearBridge Investments New York	$8.81B	-$451M	18	8.48%	Reduced
49	RhumbLine Advisers Boston, Massachusetts	$8.55B	+$5.89M	125	9.92%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.92B	+$239M	73	4.61%	Increased