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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	Capital International Investors Los Angeles, California	$31.3B	-$12.3B	16	7.34%	Reduced
27	Franklin Resources San Mateo, California	$30.9B	-$865M	61	7.57%	Reduced
28	UBS Group Zurich, Switzerland	$30.5B	+$1.35B	171	4.58%	Increased
29	Dimensional Fund Advisors Austin, Texas	$30.4B	+$2.37B	79	6.31%	Increased
30	Wells Fargo San Francisco, California	$29.2B	+$534M	107	5.51%	Increased
31	AllianceBernstein Nashville, Tennessee	$27.7B	-$436M	77	8.99%	Reduced
32	Fisher Asset Management Camas, Washington	$27.6B	+$460M	18	9.34%	Increased
33	Baillie Gifford & Co Edinburgh, United Kingdom	$26.5B	-$1.91B	20	27.05%	Reduced
34	Ameriprise Minneapolis, Minnesota	$26.3B	-$606M	76	6.08%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$24.3B	+$473M	86	8.03%	Increased
36	Jennison Associates New York	$22.6B	-$1.82B	13	15.54%	Reduced
37	Barclays London, United Kingdom	$21.3B	+$673M	109	5.12%	Increased
38	Swiss National Bank Zurich, Switzerland	$21.1B	+$1.45B	57	12.12%	Increased
39	Janus Henderson Group London,	$18.5B	-$31.6M	57	8.83%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$18.2B	+$318M	21	6.12%	Increased
41	HSBC Holdings London, United Kingdom	$18.2B	-$1.34B	62	9.51%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$17.3B	-$932M	29	11.2%	Reduced
43	Mitsubishi UFJ Asset Management Tokyo, Japan	$17.1B	+$1.81B	34	11.5%	Increased
44	Raymond James Financial St Petersburg, Florida	$17B	-$148M	64	5.23%	Reduced
45	Bank of Montreal Toronto, Ontario, Canada	$16.9B	+$392M	49	6.29%	Increased
46	California Public Employees Retirement System Sacramento, California	$16.6B	+$748M	27	10.2%	Increased
47	Vanguard Global Advisers Malvern, Pennsylvania	$15.6B	+$16.2B	94	8.36%	New
48	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$14.7B	+$375M	19	11.15%	Increased
49	American Century Companies Kansas City, Missouri	$14.2B	-$688M	72	7.28%	Reduced
50	Arrowstreet Capital Boston, Massachusetts	$13.6B	+$368M	54	7.34%	Increased