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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	$20.5B	+$5.17M	131	5.34%	Increased
27	Jennison Associates New York	$19.8B	-$766M	14	14.74%	Reduced
28	Fisher Asset Management Camas, Washington	$19.4B	+$290M	12	10.27%	Increased
29	Barclays London, United Kingdom	$19.4B	+$1.88B	112	7.11%	Increased
30	Capital International Investors Los Angeles, California	$18B	+$1.05B	14	4.04%	Increased
31	Capital World Investors Los Angeles, California	$18B	+$248M	19	3.2%	Increased
32	Amundi Paris, France	$17.7B	+$163M	51	7.96%	Increased
33	Dimensional Fund Advisors Austin, Texas	$17.3B	+$84.2M	86	5.07%	Increased
34	AllianceBernstein Nashville, Tennessee	$17.3B	+$106M	73	6.67%	Increased
35	Swiss National Bank Zurich, Switzerland	$16.9B	-$499M	66	12.4%	Reduced
36	Neuberger Berman Group New York	$15.7B	+$6.97B	45	6.85%	Increased
37	Franklin Resources San Mateo, California	$14.8B	-$169M	62	6.9%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$14.7B	+$2.76B	92	7.51%	Increased
39	UBS Group Zurich, Switzerland	$14.5B	+$166M	153	4.34%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.3B	-$233M	34	10.55%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$13.9B	-$171M	27	4.49%	Reduced
42	Janus Henderson Group London,	$13.6B	+$366M	62	8.08%	Increased
43	American Century Companies Kansas City, Missouri	$13.2B	+$271M	66	9.06%	Increased
44	California Public Employees Retirement System Sacramento, California	$13B	+$424M	28	9.86%	Increased
45	HSBC Holdings London, United Kingdom	$12.2B	+$1.31B	63	10.68%	Increased
46	H&H International Investment Palo Alto, California	$11.9B	-$101M	3	82.28%	Reduced
47	Principal Financial Group Des Moines, Iowa	$11.7B	+$2.1M	53	7.47%	Increased
48	ClearBridge Investments New York	$10.1B	-$43.9M	19	8.72%	Reduced
49	RhumbLine Advisers Boston, Massachusetts	$9.71B	-$22.1M	123	10.17%	Reduced
50	Arrowstreet Capital Boston, Massachusetts	$9.51B	+$1.83B	56	9.98%	Increased