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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	Franklin Resources San Mateo, California	$29.3B	+$1.59B	64	8.22%	Increased
27	Amundi Paris, France	$27.5B	+$586M	51	10.12%	Increased
28	Fisher Asset Management Camas, Washington	$27.1B	+$612M	13	11.12%	Increased
29	Ameriprise Minneapolis, Minnesota	$27B	-$1.34B	81	6.93%	Reduced
30	Jennison Associates New York	$26.5B	+$855M	9	16.46%	Increased
31	UBS Group Zurich, Switzerland	$26.1B	+$1.14B	158	5.69%	Increased
32	Wells Fargo San Francisco, California	$25B	+$207M	117	5.66%	Increased
33	Barclays London, United Kingdom	$24.2B	-$500M	113	6.42%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$23B	+$231M	88	5.58%	Increased
35	AllianceBernstein Nashville, Tennessee	$22.7B	+$414M	76	7.62%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$19.8B	+$1.24B	87	8.07%	Increased
37	HSBC Holdings London, United Kingdom	$19.5B	+$237M	74	11.33%	Increased
38	Swiss National Bank Zurich, Switzerland	$18.9B	+$2.56M	67	12.29%	Increased
39	Janus Henderson Group London,	$17.8B	-$8.13M	68	9.11%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$16.6B	-$76.8M	24	4.96%	Reduced
41	American Century Companies Kansas City, Missouri	$16.3B	+$243M	73	9.47%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.3B	+$268M	30	11.27%	Increased
43	Bank of Montreal Toronto, Ontario, Canada	$15.6B	-$17.4M	60	6.87%	Reduced
44	California Public Employees Retirement System Sacramento, California	$15B	-$304M	29	10.47%	Reduced
45	Principal Financial Group Des Moines, Iowa	$13.8B	+$643M	43	7.56%	Increased
46	H&H International Investment Palo Alto, California	$13.4B	-$2.09B	3	81.01%	Reduced
47	RhumbLine Advisers Boston, Massachusetts	$11.9B	+$29.5M	117	10.76%	Increased
48	ClearBridge Investments New York	$11.6B	-$130M	24	9.11%	Reduced
49	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$11.5B	+$1.38B	16	11.13%	Increased
50	DZ Bank Frankfurt Am Main, Germany	$11.5B	+$195M	22	11.3%	Increased