← 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	ClearBridge Investments New York	$3.27B	-$38.5M	20	3.45%	Reduced
52	Harris Associates Chicago, Illinois	$3.26B	-$449M	6	5.2%	Reduced
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.25B	+$2.7M	11	5.84%	Increased
54	Managed Account Advisors Jersey City, New Jersey	$3.22B	-$6.97M	31	2.66%	Reduced
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.2B	-$208M	44	3.82%	Reduced
56	Bank of Montreal Toronto, Ontario, Canada	$3.05B	+$228K	43	3.57%	Increased
57	Dimensional Fund Advisors Austin, Texas	$2.98B	+$280M	41	1.82%	Increased
58	BlackRock New York	$2.96B	-$290M	42	4.39%	Reduced
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.81B	+$43.3M	14	6.44%	Increased
60	Icahn Carl Sunny Isles Beach, Florida	$2.79B	$0	1	8.93%	Maintained
61	Royal Bank of Canada Toronto, Ontario, Canada	$2.78B	+$74.2M	55	1.92%	Increased
62	Fisher Asset Management Camas, Washington	$2.65B	+$153M	9	5.15%	Increased
63	Prudential Financial Newark, New Jersey	$2.62B	-$1.25M	22	4.66%	Reduced
64	SG Americas Securities New York	$2.58B	-$60M	29	17.02%	Reduced
65	Principal Financial Group Des Moines, Iowa	$2.47B	+$76.1M	23	3.68%	Increased
66	Silver Lake Group Menlo Park, California	$2.45B	-$1.09M	1	32.6%	Reduced
67	Coatue Management New York	$2.43B	+$770M	9	24.18%	Increased
68	JSP Jackson Square Partners Larkspur, California	$2.41B	+$23.6M	6	9.23%	Increased
69	Davis Selected Advisers Tucson, Arizona	$2.39B	-$74.3M	11	8.36%	Reduced
70	Fidelity International Hamilton, Bermuda	$2.38B	+$880K	16	7.59%	Increased
71	Neuberger Berman Group New York	$2.33B	+$199M	19	2.59%	Increased
72	D.E. Shaw & Co New York	$2.33B	-$181M	36	3.47%	Reduced
73	BlackRock Advisors Wilmington, Delaware	$2.3B	+$314M	42	2.39%	Increased
74	Schroder Investment Management Group London, United Kingdom	$2.24B	+$165M	17	4.41%	Increased
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.24B	-$69.8M	38	5.4%	Reduced