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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
51	California Public Employees Retirement System Sacramento, California	$15.6B	-$2.9B	27	8.81%	Reduced
52	Citigroup New York	$15.6B	+$2.7B	105	5.16%	Increased
53	Vanguard Asset Management London, Ec4n 8af,	$15.4B	+$1.72B	65	10.42%	Increased
54	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.9B	+$9.98M	48	8.23%	Increased
55	American Century Companies Kansas City, Missouri	$13.8B	-$1.93B	74	6.1%	Reduced
56	Victory Capital Management San Antonio, Texas	$13.5B	+$41.6M	56	7.57%	Increased
57	Fidelity International Hamilton, Bermuda	$13.3B	+$1.29B	37	9.56%	Increased
58	LPL Financial San Diego, California	$13.3B	+$289M	75	2.98%	Increased
59	Schroder Investment Management Group London, United Kingdom	$13.3B	+$132M	33	9.39%	Increased
60	RhumbLine Advisers Boston, Massachusetts	$13.1B	-$441M	100	9.87%	Reduced
61	Nordea Investment Management Stockholm, Sweden	$12.9B	-$171M	29	10.51%	Reduced
62	Principal Financial Group Des Moines, Iowa	$12.6B	-$1.78B	42	6.2%	Reduced
63	DZ Bank Frankfurt Am Main, Germany	$12.6B	+$169M	24	9.68%	Increased
64	State Farm Mutual Automobile Insurance Bloomington, Illinois	$12.6B	+$14.9M	5	8.63%	Increased
65	Neuberger Berman Group New York	$12.2B	+$946M	42	8.1%	Increased
66	AQR Capital Management Greenwich, Connecticut	$11.8B	+$1.36B	75	4.12%	Increased
67	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$11.7B	-$4.3M	69	10.81%	Reduced
68	Swedbank Stockholm, Sweden	$10.7B	+$484M	23	9.27%	Increased
69	Assenagon Asset Management Senningerberg, Luxembourg	$10.7B	-$1.17B	32	13.39%	Reduced
70	Sanders Capital West Palm Beach, Florida	$10.6B	-$229M	3	10.67%	Reduced
71	BNP Paribas Financial Markets Paris, France	$10.5B	+$223M	109	3.62%	Increased
72	ClearBridge Investments New York	$10.1B	-$509M	21	8.37%	Reduced
73	National Bank of Canada Montreal, Quebec, Canada	$10.1B	-$908M	56	7.21%	Reduced
74	Russell Investments Group London, United Kingdom	$9.83B	+$812M	95	8.62%	Increased
75	H&H International Investment Palo Alto, California	$9.78B	-$3.3M	3	51.2%	Reduced