← All themes

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	Amundi Paris, France	$26.8B	+$3.4B	53	10.27%	Increased
27	Ameriprise Minneapolis, Minnesota	$26.5B	+$901M	79	7.17%	Increased
28	Franklin Resources San Mateo, California	$25.6B	+$820M	63	7.88%	Increased
29	Capital International Investors Los Angeles, California	$25.6B	+$4.29B	14	5.27%	Increased
30	Fisher Asset Management Camas, Washington	$24.6B	+$834M	12	10.71%	Increased
31	Jennison Associates New York	$24.2B	+$1.87B	15	15.49%	Increased
32	Barclays London, United Kingdom	$23.3B	-$3.7B	112	7.13%	Reduced
33	UBS Group Zurich, Switzerland	$23.3B	+$2.1B	164	5.75%	Increased
34	Wells Fargo San Francisco, California	$23B	+$612M	114	5.57%	Increased
35	AllianceBernstein Nashville, Tennessee	$21.6B	+$368M	77	7.53%	Increased
36	Dimensional Fund Advisors Austin, Texas	$21.2B	+$1.05B	87	5.54%	Increased
37	HSBC Holdings London, United Kingdom	$17.8B	+$1.18B	71	10.91%	Increased
38	Swiss National Bank Zurich, Switzerland	$17.7B	-$131M	65	12.17%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$17.3B	+$210M	87	7.81%	Increased
40	Janus Henderson Group London,	$16.8B	+$1.12B	67	8.97%	Increased
41	Massachusetts Financial Services Boston, Massachusetts	$16B	+$240M	27	4.93%	Increased
42	American Century Companies Kansas City, Missouri	$15.2B	+$382M	72	9.29%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.9B	-$906M	30	11.03%	Reduced
44	California Public Employees Retirement System Sacramento, California	$14.2B	+$80M	28	10.41%	Increased
45	H&H International Investment Palo Alto, California	$13.9B	-$88.4M	3	83.76%	Reduced
46	Principal Financial Group Des Moines, Iowa	$12.8B	-$133M	52	7.57%	Reduced
47	RhumbLine Advisers Boston, Massachusetts	$11.2B	+$48.6M	124	10.51%	Increased
48	ClearBridge Investments New York	$11.1B	-$285M	22	8.98%	Reduced
49	Arrowstreet Capital Boston, Massachusetts	$11B	+$647M	47	9.69%	Increased
50	DZ Bank Frankfurt Am Main, Germany	$10.6B	+$1.86B	21	10.86%	Increased