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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	Amundi Paris, France	$31B	-$2.59B	45	10.72%	Reduced
27	Franklin Resources San Mateo, California	$30.1B	+$521M	64	7.98%	Increased
28	UBS Group Zurich, Switzerland	$28.7B	-$2.49B	168	4.98%	Reduced
29	Jennison Associates New York	$26.2B	-$936M	18	15.55%	Reduced
30	Ameriprise Minneapolis, Minnesota	$25.5B	-$741M	82	6.28%	Reduced
31	Wells Fargo San Francisco, California	$25.4B	+$363M	114	5.26%	Increased
32	Dimensional Fund Advisors Austin, Texas	$24.9B	+$292M	83	5.76%	Increased
33	AllianceBernstein Nashville, Tennessee	$23.3B	-$543M	81	7.59%	Reduced
34	Fisher Asset Management Camas, Washington	$23.1B	-$50.8M	14	9.15%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$22.4B	+$303M	90	8.25%	Increased
36	Barclays London, United Kingdom	$21.9B	-$690M	109	5.02%	Reduced
37	Swiss National Bank Zurich, Switzerland	$20.1B	+$1.32B	58	12.06%	Increased
38	Janus Henderson Group London,	$18.2B	-$469M	59	8.94%	Reduced
39	HSBC Holdings London, United Kingdom	$18.2B	-$488M	69	10.92%	Reduced
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$17.7B	+$340M	31	11.01%	Increased
41	Arrowstreet Capital Boston, Massachusetts	$16B	+$889M	66	11.29%	Increased
42	Massachusetts Financial Services Boston, Massachusetts	$15.9B	+$55.2M	24	5.05%	Increased
43	Raymond James Financial St Petersburg, Florida	$15.5B	+$230M	119	5.34%	Increased
44	American Century Companies Kansas City, Missouri	$15.1B	-$426M	66	8.22%	Reduced
45	Bank of Montreal Toronto, Ontario, Canada	$14.5B	+$518M	47	6.79%	Increased
46	California Public Employees Retirement System Sacramento, California	$14.3B	+$687M	29	9.12%	Increased
47	Principal Financial Group Des Moines, Iowa	$14.1B	+$122M	51	7.44%	Increased
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.5B	+$780M	34	9.96%	Increased
49	Citigroup New York	$12.5B	-$321M	109	6.12%	Reduced
50	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.5B	+$236M	18	10.76%	Increased