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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	Royal Bank of Canada Toronto, Ontario, Canada	$2.49B	+$400M	38	1.77%	Increased
52	Neuberger Berman Group New York	$2.46B	-$189M	14	2.53%	Reduced
53	BlackRock Investment Management Wilmington, Delaware	$2.44B	-$16.2M	34	3.62%	Reduced
54	BlackRock New York	$2.42B	+$97M	34	3.94%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$2.36B	+$26.2M	22	4.24%	Increased
56	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.34B	-$95.6M	10	5.77%	Reduced
57	Managed Account Advisors Jersey City, New Jersey	$2.32B	-$116M	29	3.11%	Reduced
58	Prudential Financial Newark, New Jersey	$2.21B	-$107M	23	4.39%	Reduced
59	Charles Schwab San Francisco, California	$2.2B	-$57.5M	31	4.19%	Reduced
60	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.2B	+$225M	9	5.34%	Increased
61	BlackRock Advisors Wilmington, Delaware	$2.15B	-$197M	39	2.06%	Reduced
62	Principal Financial Group Des Moines, Iowa	$2.13B	+$88.6M	26	3.97%	Increased
63	Discovery Capital Management South Norwalk, Connecticut	$2.07B	+$728M	6	15.39%	Increased
64	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.01B	-$74.6M	15	5.2%	Reduced
65	D.E. Shaw & Co New York	$1.97B	-$250M	32	2.68%	Reduced
66	HSBC Holdings London, United Kingdom	$1.92B	+$34.9M	14	4.99%	Increased
67	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.85B	+$12.8M	31	5%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$1.77B	-$77.8M	30	5.23%	Reduced
69	Fisher Asset Management Camas, Washington	$1.74B	-$147M	6	3.94%	Reduced
70	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.7B	-$23.5M	29	5.1%	Reduced
71	Fred Alger Management New York	$1.65B	+$68.1M	14	8.39%	Increased
72	Magellan Asset Management Sydney, Australia	$1.63B	+$468M	2	13.47%	Increased
73	Citadel Advisors Miami, Florida	$1.62B	+$873M	37	2.11%	Increased
74	Bank of Montreal Toronto, Ontario, Canada	$1.61B	+$207M	33	2.2%	Increased
75	Prudential plc London, England, United Kingdom	$1.61B	+$55.3M	6	6.88%	Increased