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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	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.29B	-$113M	36	3.65%	Reduced
52	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.22B	+$74.6M	6	5.79%	Increased
53	Prudential Financial Newark, New Jersey	$2.21B	+$112M	24	4.11%	Increased
54	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.18B	-$31M	11	5.29%	Reduced
55	Charles Schwab San Francisco, California	$2.17B	+$89M	31	3.89%	Increased
56	Principal Financial Group Des Moines, Iowa	$2.15B	+$94M	24	3.84%	Increased
57	Managed Account Advisors Jersey City, New Jersey	$2.15B	-$12M	29	2.8%	Reduced
58	HSBC Holdings London, United Kingdom	$2.03B	+$211M	21	4.86%	Increased
59	Winslow Capital Management Minneapolis, Minnesota	$1.88B	-$568M	4	5.9%	Reduced
60	New York State Teachers Retirement System (NYSTRS) Albany, New York	$1.83B	-$58.7M	15	4.82%	Reduced
61	BlackRock Advisors Wilmington, Delaware	$1.83B	-$238M	39	1.79%	Reduced
62	Dimensional Fund Advisors Austin, Texas	$1.77B	+$295M	38	1.32%	Increased
63	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.75B	+$7.58M	31	4.64%	Increased
64	Harris Associates Chicago, Illinois	$1.75B	+$716M	4	3.13%	Increased
65	Magellan Asset Management Sydney, Australia	$1.73B	+$102M	2	13.57%	Increased
66	Royal Bank of Canada Toronto, Ontario, Canada	$1.72B	-$640M	37	1.27%	Reduced
67	Citigroup New York	$1.68B	-$864M	43	1.71%	Reduced
68	RhumbLine Advisers Boston, Massachusetts	$1.65B	-$23.5M	29	4.89%	Reduced
69	Fisher Asset Management Camas, Washington	$1.62B	+$57.1M	6	3.64%	Increased
70	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.58B	+$544M	14	6.82%	Increased
71	Waddell & Reed Financial Overland Park, Kansas	$1.57B	+$205M	7	2.38%	Increased
72	Fred Alger Management New York	$1.54B	+$13.1M	16	7.64%	Increased
73	Parametric Portfolio Associates Seattle, Washington	$1.51B	+$8.33M	34	3.59%	Increased
74	Prudential plc London, England, United Kingdom	$1.48B	-$24.6M	7	6.59%	Reduced
75	D.E. Shaw & Co New York	$1.45B	-$416M	30	2.07%	Reduced