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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	California Public Employees Retirement System Sacramento, California	$4.11B	+$72.6M	55	6.11%	Increased
52	AQR Capital Management Greenwich, Connecticut	$4.09B	+$84.8M	40	4.88%	Increased
53	Principal Financial Group Des Moines, Iowa	$4.08B	-$98.8M	36	3.96%	Reduced
54	Primecap Management Pasadena, California	$4.07B	-$45M	6	3.36%	Reduced
55	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.04B	-$53.3M	22	7.48%	Reduced
56	Parametric Portfolio Associates Seattle, Washington	$3.93B	+$143M	50	4.27%	Increased
57	Magellan Asset Management Sydney, Australia	$3.86B	-$45M	2	14.56%	Reduced
58	Dodge & Cox San Francisco, California	$3.74B	-$12.8M	7	3.01%	Reduced
59	Fidelity International Hamilton, Bermuda	$3.72B	-$53.4M	17	10.68%	Reduced
60	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.67B	+$1.37B	38	1.42%	Increased
61	Teachers Advisors New York	$3.53B	+$31.2M	47	4.77%	Increased
62	Prudential Financial Newark, New Jersey	$3.52B	-$196M	35	5.06%	Reduced
63	APG Asset Management Amsterdam, Netherlands	$3.35B	+$164M	19	5.51%	Increased
64	Waddell & Reed Financial Overland Park, Kansas	$3.29B	+$275M	14	7.32%	Increased
65	Coatue Management New York	$3.28B	+$574M	5	26.8%	Increased
66	Lazard Asset Management New York	$3.23B	-$191M	15	5.85%	Reduced
67	Nordea Investment Management Stockholm, Sweden	$3.11B	+$267M	20	7.47%	Increased
68	Fred Alger Management New York	$3.08B	-$127M	12	14.4%	Reduced
69	Bank of Montreal Toronto, Ontario, Canada	$2.98B	-$44.8M	53	2.73%	Reduced
70	Hillhouse Investment Management Grand Cayman, Cayman Islands	$2.87B	-$555M	6	47.41%	Reduced
71	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.85B	-$171M	23	5.83%	Reduced
72	BNP Paribas Financial Markets Paris, France	$2.79B	+$529M	55	6.83%	Increased
73	D.E. Shaw & Co New York	$2.76B	+$403M	43	4.24%	Increased
74	Asset Management One Tokyo, Japan	$2.75B	+$50.2M	21	6.46%	Increased
75	State Farm Mutual Automobile Insurance Bloomington, Illinois	$2.61B	+$1.64M	4	3.49%	Increased