← All themes

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	Allianz Asset Management Munich, Germany	$2.84B	-$43.6M	28	3.16%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$2.83B	+$202M	34	2.8%	Increased
53	BlackRock New York	$2.82B	-$284M	40	4.04%	Reduced
54	BlackRock Investment Management Wilmington, Delaware	$2.81B	-$44.7M	49	3.72%	Reduced
55	DM DST Managers Grand Cayman, Cayman Islands	$2.8B	+$3.07B	2	93.83%	New
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.76B	-$1.8M	8	5.35%	Reduced
57	BNP Paribas Financial Markets Paris, France	$2.74B	-$1.35B	22	9.7%	Reduced
58	Royal Bank of Canada Toronto, Ontario, Canada	$2.73B	+$397M	49	1.76%	Increased
59	Icahn Carl Sunny Isles Beach, Florida	$2.6B	-$5.29B	1	8.14%	Reduced
60	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.57B	+$861M	19	8.24%	Increased
61	Dimensional Fund Advisors Austin, Texas	$2.48B	+$114M	39	1.63%	Increased
62	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.45B	-$41.5M	11	5.81%	Reduced
63	D.E. Shaw & Co New York	$2.33B	-$950M	39	2.99%	Reduced
64	Prudential Financial Newark, New Jersey	$2.29B	-$82.7M	22	4.16%	Reduced
65	Principal Financial Group Des Moines, Iowa	$2.29B	-$64.4M	23	3.56%	Reduced
66	JSP Jackson Square Partners Larkspur, California	$2.27B	-$31.9M	5	8.96%	Reduced
67	Neuberger Berman Group New York	$2.27B	-$215M	16	2.36%	Reduced
68	Sands Capital Management Arlington, Virginia	$2.24B	-$659M	4	5.34%	Reduced
69	HSBC Holdings London, United Kingdom	$2.19B	-$448M	20	4.55%	Reduced
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.15B	+$15.6M	36	5.04%	Increased
71	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.11B	-$38.4M	15	5.33%	Reduced
72	Fisher Asset Management Camas, Washington	$2.02B	-$7.72M	6	4.18%	Reduced
73	Discovery Capital Management South Norwalk, Connecticut	$2.01B	-$192M	5	20.73%	Reduced
74	BlackRock Advisors Wilmington, Delaware	$1.99B	-$259M	41	2.01%	Reduced
75	APG Asset Management Amsterdam, Netherlands	$1.97B	-$115M	9	3.78%	Reduced