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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	BlackRock Advisors Wilmington, Delaware	$3.35B	+$58.9M	52	3.44%	Increased
52	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.35B	+$45.7M	21	6.94%	Increased
53	UBS Group Zurich, Switzerland	$3.33B	-$12.4M	64	1.99%	Reduced
54	Dodge & Cox San Francisco, California	$3.33B	-$302M	7	3.13%	Reduced
55	ClearBridge Investments New York	$3.31B	+$59.1M	19	3.73%	Increased
56	Viking Global Investors Stamford, Connecticut	$3.29B	-$411M	4	14.21%	Reduced
57	Tiger Global Management New York	$3.23B	+$479M	7	46.55%	Increased
58	Magellan Asset Management Sydney, Australia	$3.17B	+$54.4M	2	15.92%	Increased
59	Prudential Financial Newark, New Jersey	$3.03B	+$69.2M	31	5%	Increased
60	BlackRock New York	$3.02B	+$69M	52	4.34%	Increased
61	Hillhouse Investment Management Grand Cayman, Cayman Islands	$3.01B	-$209M	3	61.39%	Reduced
62	D.E. Shaw & Co New York	$2.93B	+$242M	41	5.18%	Increased
63	Primecap Management Pasadena, California	$2.93B	-$37.4M	6	2.92%	Reduced
64	Fidelity International Hamilton, Bermuda	$2.9B	+$374M	15	8.69%	Increased
65	Principal Financial Group Des Moines, Iowa	$2.86B	+$10.8M	30	3.76%	Increased
66	Parametric Portfolio Associates Seattle, Washington	$2.82B	+$1.49M	46	4.22%	Increased
67	AQR Capital Management Greenwich, Connecticut	$2.78B	+$373M	37	4.25%	Increased
68	APG Asset Management Amsterdam, Netherlands	$2.77B	+$86.3M	13	4.86%	Increased
69	Lone Pine Capital Greenwich, Connecticut	$2.72B	+$1.21B	3	12.14%	Increased
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.66B	+$17.1M	39	5.5%	Increased
71	Teachers Advisors New York	$2.66B	+$189M	46	4.43%	Increased
72	Berkshire Hathaway Omaha, Nebraska	$2.66B	-$1.98B	3	2.07%	Reduced
73	Winslow Capital Management Minneapolis, Minnesota	$2.53B	+$295M	5	10.51%	Increased
74	Waddell & Reed Financial Overland Park, Kansas	$2.38B	+$195M	14	4.92%	Increased
75	Fred Alger Management New York	$2.26B	+$137M	13	11.62%	Increased