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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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.91B	-$604K	26	8.68%	Reduced
52	Tiger Global Management New York	$4.87B	+$383M	9	32.4%	Increased
53	California Public Employees Retirement System Sacramento, California	$4.75B	-$332M	57	6.76%	Reduced
54	Principal Financial Group Des Moines, Iowa	$4.62B	-$139M	35	4.42%	Reduced
55	Teachers Advisors New York	$4.44B	+$41.3M	45	5.76%	Increased
56	Barclays London, United Kingdom	$4.41B	+$494M	65	3.37%	Increased
57	Fidelity International Hamilton, Bermuda	$4.4B	+$344M	18	12.09%	Increased
58	Credit Suisse Zurich, Switzerland	$4.36B	-$535M	52	4.07%	Reduced
59	Primecap Management Pasadena, California	$4.3B	-$28.8M	6	3.23%	Reduced
60	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.92B	-$224M	38	1.4%	Reduced
61	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.9B	+$454M	28	6.57%	Increased
62	Amundi Asset Management US Boston, Massachusetts	$3.89B	-$328M	26	6.23%	Reduced
63	Bank of Montreal Toronto, Ontario, Canada	$3.81B	+$211M	60	3.4%	Increased
64	Caledonia Investments (Australia) Sydney NSW, Australia	$3.75B	+$112M	5	68.69%	Increased
65	Asset Management One Tokyo, Japan	$3.69B	+$170M	24	8.32%	Increased
66	Waddell & Reed Financial Overland Park, Kansas	$3.65B	-$234M	14	8.28%	Reduced
67	Prudential Financial Newark, New Jersey	$3.47B	-$635M	38	5.28%	Reduced
68	APG Asset Management Amsterdam, Netherlands	$3.28B	-$50.4M	18	6.34%	Reduced
69	Coatue Management New York	$3.24B	-$488M	12	26.72%	Reduced
70	Nordea Investment Management Stockholm, Sweden	$3.2B	-$119M	24	7.65%	Reduced
71	Davis Selected Advisers Tucson, Arizona	$3.14B	-$193M	9	13.6%	Reduced
72	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.09B	-$101M	41	6.61%	Reduced
73	RhumbLine Advisers Boston, Massachusetts	$3.01B	-$66.9M	39	6.28%	Reduced
74	Fred Alger Management New York	$2.97B	-$574M	16	13.82%	Reduced
75	D.E. Shaw & Co New York	$2.94B	+$347M	48	4%	Increased