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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	$2.77B	+$41.7M	43	4.1%	Increased
52	Allianz Asset Management Munich, Germany	$2.69B	+$107M	29	3.25%	Increased
53	BlackRock Investment Management Wilmington, Delaware	$2.63B	-$58.6M	46	3.67%	Reduced
54	Charles Schwab San Francisco, California	$2.59B	+$53.1M	32	4.26%	Increased
55	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.52B	-$122M	7	5.05%	Reduced
56	HSBC Holdings London, United Kingdom	$2.46B	-$338M	19	5.14%	Reduced
57	Managed Account Advisors Jersey City, New Jersey	$2.45B	+$172M	32	2.73%	Increased
58	Neuberger Berman Group New York	$2.4B	-$137M	18	2.46%	Reduced
59	Bank of Montreal Toronto, Ontario, Canada	$2.37B	-$613M	34	2.68%	Reduced
60	Winslow Capital Management Minneapolis, Minnesota	$2.35B	+$369M	4	7.18%	Increased
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.33B	-$201M	11	5.66%	Reduced
62	Prudential Financial Newark, New Jersey	$2.19B	-$277M	21	4.12%	Reduced
63	JSP Jackson Square Partners Larkspur, California	$2.18B	+$97.8M	5	9.22%	Increased
64	Dimensional Fund Advisors Austin, Texas	$2.14B	+$62.9M	39	1.52%	Increased
65	Principal Financial Group Des Moines, Iowa	$2.13B	-$142M	23	3.62%	Reduced
66	Royal Bank of Canada Toronto, Ontario, Canada	$2.13B	+$267M	43	1.46%	Increased
67	Magellan Asset Management Sydney, Australia	$2.12B	+$268M	2	16.71%	Increased
68	BlackRock Advisors Wilmington, Delaware	$2.05B	-$453M	40	2.04%	Reduced
69	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2B	-$27.9M	15	5.23%	Reduced
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.98B	+$20.4M	34	4.9%	Increased
71	Discovery Capital Management South Norwalk, Connecticut	$1.96B	+$1.05B	6	22.08%	Increased
72	Fisher Asset Management Camas, Washington	$1.95B	-$8.2M	6	4.15%	Reduced
73	APG Asset Management Amsterdam, Netherlands	$1.95B	+$104M	11	3.93%	Increased
74	Citigroup New York	$1.92B	+$87.7M	51	1.68%	Increased
75	Coatue Management New York	$1.85B	+$593M	7	18.9%	Increased