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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	Ameriprise Minneapolis, Minnesota	$23B	+$1.05B	74	6.33%	Increased
27	Franklin Resources San Mateo, California	$22.9B	+$7.2B	65	7.25%	Increased
28	Capital World Investors Los Angeles, California	$21.4B	+$2.1B	20	3.54%	Increased
29	Fisher Asset Management Camas, Washington	$20.7B	+$1.01B	13	9.64%	Increased
30	Jennison Associates New York	$20B	-$1.15B	15	13.37%	Reduced
31	Wells Fargo San Francisco, California	$19.8B	-$759M	130	4.76%	Reduced
32	Amundi Paris, France	$19.7B	+$1.38B	52	8.47%	Increased
33	AllianceBernstein Nashville, Tennessee	$19.5B	+$612M	73	6.9%	Increased
34	Capital International Investors Los Angeles, California	$18.9B	+$496M	14	3.82%	Increased
35	UBS Group Zurich, Switzerland	$18.6B	+$4.1B	158	4.64%	Increased
36	Dimensional Fund Advisors Austin, Texas	$17.9B	+$557M	83	4.85%	Increased
37	Swiss National Bank Zurich, Switzerland	$15.8B	-$1.2B	64	11.06%	Reduced
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$15.2B	+$330M	95	7.05%	Increased
39	HSBC Holdings London, United Kingdom	$14.6B	+$2.43B	74	9.9%	Increased
40	Massachusetts Financial Services Boston, Massachusetts	$14.6B	+$29.7M	28	4.37%	Increased
41	Janus Henderson Group London,	$14.5B	+$353M	62	7.89%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.2B	-$174M	32	9.75%	Reduced
43	American Century Companies Kansas City, Missouri	$13.3B	-$100M	69	8.33%	Reduced
44	Principal Financial Group Des Moines, Iowa	$12.4B	-$72.5M	52	7.29%	Reduced
45	California Public Employees Retirement System Sacramento, California	$12.3B	-$652M	28	8.66%	Reduced
46	H&H International Investment Palo Alto, California	$11.5B	+$951M	3	81.08%	Increased
47	ClearBridge Investments New York	$10.7B	+$64.4M	19	8.49%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$9.8B	+$3.05M	120	9.41%	Increased
49	Arrowstreet Capital Boston, Massachusetts	$9.12B	+$348M	56	8.43%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.05B	-$622M	72	8.39%	Reduced