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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	$32B	+$187M	66	8.9%	Increased
27	UBS Group Zurich, Switzerland	$31.7B	+$3.56B	168	5.86%	Increased
28	Amundi Paris, France	$30.3B	+$43.5M	54	10.54%	Increased
29	Fisher Asset Management Camas, Washington	$30.3B	+$361M	14	12.04%	Increased
30	Ameriprise Minneapolis, Minnesota	$28.4B	-$805M	86	7.29%	Reduced
31	Jennison Associates New York	$27.6B	-$695M	11	16.78%	Reduced
32	Wells Fargo San Francisco, California	$26.8B	-$394M	117	6.04%	Reduced
33	Dimensional Fund Advisors Austin, Texas	$25.7B	+$729M	86	6.17%	Increased
34	AllianceBernstein Nashville, Tennessee	$24.8B	-$525M	77	8.41%	Reduced
35	Barclays London, United Kingdom	$21.1B	-$4.95B	107	5.9%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$21B	-$384M	86	8.23%	Reduced
37	Swiss National Bank Zurich, Switzerland	$20.2B	-$449M	64	13.44%	Reduced
38	HSBC Holdings London, United Kingdom	$19.9B	-$765M	74	11.6%	Reduced
39	Janus Henderson Group London,	$19.2B	-$103M	65	9.75%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.2B	+$387M	30	12.26%	Increased
41	American Century Companies Kansas City, Missouri	$17.2B	-$449M	71	9.89%	Reduced
42	Massachusetts Financial Services Boston, Massachusetts	$16.7B	-$1.52B	26	5.28%	Reduced
43	Raymond James Financial St Petersburg, Florida	$16.5B	+$15.7B	73	6.08%	New
44	Bank of Montreal Toronto, Ontario, Canada	$16.3B	-$1.2B	47	7.58%	Reduced
45	California Public Employees Retirement System Sacramento, California	$16.2B	-$47.8M	29	10.83%	Reduced
46	Principal Financial Group Des Moines, Iowa	$14.9B	-$91.6M	46	8.14%	Reduced
47	Arrowstreet Capital Boston, Massachusetts	$13B	+$1.26B	68	10.41%	Increased
48	RhumbLine Advisers Boston, Massachusetts	$12.9B	-$175M	117	11.51%	Reduced
49	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.4B	-$201M	17	11.71%	Reduced
50	ClearBridge Investments New York	$12B	-$672M	23	9.69%	Reduced